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 | 29.54% | -47.74% | EXIT | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 14.18% | +18.13% | -50.00% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 11.59% | +1.32% | -33.33% | |
| 4 | AAPL | Apple INC | 株式-IT | 10.97% | +20.71% | -45.45% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.01% | — | — | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 6.95% | — | -38.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.69% | -2.20% | EXIT | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.80% | — | — | |
| 9 | MCO | Moody's CORP | 株式-金融 | 3.80% | -3.59% | EXIT | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 2.54% | — | — | |
| 11 | VRSN | Verisign INC | 株式-IT | 1.94% | — | — |
| # | 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 | +7.9% | +0.49% | 増加 |
| 2 | AMZN | Amazon.com INC | +3.1% | — | 変化なし |
| 3 | GOOGL | Alphabet Inc-cl A | +2.2% | — | 変化なし |
| 4 | META | Meta Platforms Inc-class A | +1.3% | — | 変化なし |
| 5 | MCO | Moody's CORP | +1.3% | — | 変化なし |
| 6 | VRSN | Verisign INC | +0.7% | — | 変化なし |
| 7 | UNP | Union Pacific CORP | +0.6% | — | 変化なし |
| 8 | V | Visa Inc-class A Shares | -0.4% | -33.33% | 減少 |
| 9 | MA | Mastercard INC - A | -1.3% | -38.46% | 減少 |
| 10 | MSFT | Microsoft CORP | -2.5% | -50.00% | 減少 |
| 11 | AAPL | Apple INC | -2.7% | -45.45% | 減少 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |