CIK: 0002012032
申告総資産額
$5.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.98% | — | +2.48% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.85% | +0.69% | +2.00% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.82% | +0.59% | +966.59% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.55% | — | +0.97% | |
| 5 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 4.38% | -0.59% | +5.90% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.32% | — | -3.64% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.57% | -0.44% | +10.34% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.10% | -0.50% | -13.06% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.28% | — | -8.13% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.19% | +0.70% | -3.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.01% | — | -10.63% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.00% | — | -21.23% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | — | -34.42% | |
| 14 | SNOW | Snowflake INC | 株式-IT | 1.75% | — | -54.78% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.54% | -0.30% | — | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.37% | -0.29% | +9.97% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.29% | — | +4.88% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | — | -3.27% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.97% | +0.50% | +1.35% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | -19.17% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.88% | — | +9.17% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.87% | — | -2.21% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | +13.29% | |
| 24 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.69% | -0.26% | -8.53% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +2.83% | |
| 26 | ASML | ASML Holding N.V. | 株式-IT | 0.57% | — | +14.52% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | -4.66% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | -8.65% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | +0.45% | +16.07% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | -12.57% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | +4.20% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.50% | — | +8.15% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | — | +5.56% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.46% | — | +11.53% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | +12.53% | |
| 36 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 0.41% | — | +8.51% | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.41% | — | -7.29% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.40% | — | -6.70% | |
| 39 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.40% | — | +4.25% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | -0.27% | -12.76% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.38% | +0.33% | +17.47% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -11.44% | |
| 43 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.38% | — | +4.26% | |
| 44 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.38% | — | +3.20% | |
| 45 | AMAT | Applied Materials INC | 株式-IT | 0.37% | — | +5.70% | |
| 46 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.37% | — | +19.37% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | -20.60% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.35% | — | +18.32% | |
| 49 | WIT | Wipro Ltd-adr | 株式-その他 | 0.32% | — | +15.71% | |
| 50 | RDY | Dr. Reddy's Laboratories-adr | 株式-その他 | 0.32% | — | +16.65% |