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 | 37.44% | -47.74% | EXIT | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 23.25% | +18.13% | +14.71% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.77% | +20.71% | -49.03% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.08% | — | — | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 6.81% | +1.32% | — | |
| 6 | KKR | Kkr & Co INC | 株式-金融 | 5.90% | +12.59% | +23.33% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.26% | — | — | |
| 8 | TOGA | Tremblant Global ETF | ETF-その他 | 2.70% | +5.32% | +30.00% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 1.35% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | — | — | |
| 11 | MCO | Moody's CORP | 株式-金融 | 1.20% | -3.59% | EXIT |