CIK: 0001513300
申告総資産額
$1.5億
| # | 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 | 21.39% | -47.74% | EXIT | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 20.82% | +1.32% | -69.23% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 15.22% | +18.13% | -84.22% | |
| 4 | AAPL | Apple INC | 株式-IT | 12.44% | +20.71% | -89.20% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 11.54% | -2.20% | EXIT | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 5.95% | — | -88.57% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.92% | — | -89.36% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 4.36% | — | — | |
| 9 | VRSN | Verisign INC | 株式-IT | 2.34% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +7.9% | -32.11% | 減少 |
| 2 | V | Visa Inc-class A Shares | +6.4% | -69.23% | 減少 |
| 3 | VRSN | Verisign INC | +1.9% | — | 変化なし |
| 4 | MSFT | Microsoft CORP | -5.1% | -84.22% | 減少 |
| 5 | MA | Mastercard INC - A | -5.6% | -88.57% | 減少 |
| 6 | AMZN | Amazon.com INC | -8% | -89.36% | 減少 |
| 7 | AAPL | Apple INC | -18.4% | -89.20% | 減少 |
| 8 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 9 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 10 | UNP | Union Pacific CORP | — | NEW | 新規購入 |
| 11 | SPGI | S&p Global INC | — | EXIT | 全売却 |
| 12 | MCO | Moody's CORP | — | EXIT | 全売却 |
| 13 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |