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 | 22.00% | -47.74% | EXIT | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 17.63% | +1.32% | -69.33% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 17.42% | +18.13% | -68.63% | |
| 4 | AAPL | Apple INC | 株式-IT | 12.06% | +20.71% | -75.49% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 8.60% | — | -79.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.16% | -2.20% | EXIT | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.39% | — | -42.62% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.92% | — | +316.67% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 2.75% | — | -73.68% | |
| 10 | MCO | Moody's CORP | 株式-金融 | 2.38% | -3.59% | EXIT | |
| 11 | VRSN | Verisign INC | 株式-IT | 1.70% | — | -84.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +14.2% | +0.00% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +3.6% | +316.67% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +3.3% | -12.50% | 減少 |
| 4 | AMZN | Amazon.com INC | +2.1% | -42.62% | 減少 |
| 5 | MCO | Moody's CORP | +0.1% | -63.86% | 減少 |
| 6 | MSFT | Microsoft CORP | -0.6% | -68.63% | 減少 |
| 7 | UNP | Union Pacific CORP | -1.1% | -73.68% | 減少 |
| 8 | V | Visa Inc-class A Shares | -1.4% | -69.33% | 減少 |
| 9 | VRSN | Verisign INC | -1.9% | -84.85% | 減少 |
| 10 | MA | Mastercard INC - A | -5.1% | -79.49% | 減少 |
| 11 | AAPL | Apple INC | -5.3% | -75.49% | 減少 |
| 12 | VRSK | Verisk Analytics INC | — | EXIT | 全売却 |
| 13 | SPGI | S&p Global INC | — | EXIT | 全売却 |
| 14 | CSX | Csx CORP | — | EXIT | 全売却 |
| 15 | SBUX | Starbucks CORP | — | EXIT | 全売却 |
| 16 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 17 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 18 | DAL | Delta Air Lines INC | — | EXIT | 全売却 |
| 19 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 20 | NKE | Nike INC -cl B | — | EXIT | 全売却 |