CIK: 0001803988
申告総資産額
$1.9億
| # | 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 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 23.69% | -0.44% | +8.09% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.04% | -0.86% | -0.14% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.97% | -0.09% | -0.19% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.71% | +0.56% | -1.41% | |
| 5 | RTX | Rtx CORP | 株式-資本財 | 4.29% | -0.65% | -8.84% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 4.13% | +0.73% | -0.86% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.07% | +0.19% | -1.47% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.89% | -1.65% | +0.31% | |
| 9 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.54% | -1.09% | +4.54% | |
| 10 | ASML | ASML Holding N.V. | 株式-IT | 3.51% | +1.56% | -1.14% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.16% | -0.24% | +83.88% | |
| 12 | ADBE | Adobe INC | 株式-IT | 3.15% | — | -0.30% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 3.06% | +0.59% | -0.15% | |
| 14 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.73% | +0.60% | -0.47% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.46% | -0.28% | +6.95% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.45% | -1.25% | EXIT | |
| 17 | AAPL | Apple INC | 株式-IT | 2.33% | +0.11% | -52.71% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.15% | +0.82% | +11.56% | |
| 19 | DE | Deere & Co | 株式-資本財 | 2.03% | -0.07% | — | |
| 20 | NOW | Servicenow INC | 株式-IT | 1.86% | +1.21% | — | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.70% | -0.38% | -43.64% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | — | |
| 23 | GE | General Electric | 株式-資本財 | 0.43% | +0.06% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | +0.06% | -6.10% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.36% | -0.04% | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +19.21% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | -0.09% | +3.27% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.27% | +0.12% | — | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | -0.08% | +7.33% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.26% | -0.05% | +1.05% | |
| 31 | AMAT | Applied Materials INC | 株式-IT | 0.26% | +0.30% | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | -0.04% | — | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.24% | — | +10.83% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | +0.05% | — | |
| 35 | GEV | GE Vernova INC | 株式-資本財 | 0.22% | +0.06% | — | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.21% | — | — | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | +0.05% | — | |
| 39 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.18% | -0.04% | — | |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.18% | -0.20% | EXIT | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | — | +9.44% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.17% | +0.04% | — | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.17% | +0.03% | — | |
| 44 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.17% | — | -11.23% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.17% | — | — | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.16% | -0.18% | EXIT | |
| 47 | DHI | Dr Horton INC | 株式-一般消費財 | 0.16% | +0.02% | — | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | -0.05% | — | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.15% | -0.06% | — | |
| 50 | EVRG | Evergy INC | 株式-公益事業 | 0.14% | +0.05% | +3.22% |