CIK: 0001840755
申告総資産額
$2.2億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.51% | -2.02% | +7.12% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.09% | -0.79% | -17.99% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.03% | -0.06% | +7.20% | |
| 4 | NU | Nu Holdings Ltd. | 株式-金融 | 7.46% | -0.56% | +5.25% | |
| 5 | ELV | Elevance Health INC | 株式-ヘルスケア | 6.60% | -0.55% | +0.72% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.78% | +0.90% | +0.62% | |
| 7 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 4.47% | +0.18% | +0.70% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.36% | -0.42% | +17.36% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.30% | -0.29% | +1.93% | |
| 10 | CDW | Cdw Corp/de | 株式-IT | 4.28% | -0.21% | +6.42% | |
| 11 | AXP | American Express Co | 株式-金融 | 3.99% | +0.24% | +0.69% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.98% | +0.06% | +6.90% | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 3.50% | — | +0.72% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 3.36% | -1.65% | +0.70% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 3.11% | -1.76% | +0.72% | |
| 16 | AAPL | Apple INC | 株式-IT | 3.09% | -0.07% | +0.66% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.50% | — | +0.73% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 2.23% | +0.77% | +0.72% | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 1.98% | -0.03% | +0.60% | |
| 20 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.80% | — | +0.71% | |
| 21 | NTNX | Nutanix INC - A | 株式-IT | 0.89% | -0.50% | EXIT | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.13% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | -0.01% | — | |
| 24 | DV | Doubleverify Holdings INC | 株式-その他 | 0.40% | — | — | |
| 25 | BRZE | Braze Inc-a | 株式-その他 | 0.26% | — | — | |
| 26 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.24% | +0.03% | — | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.16% | — | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.16% | -0.01% | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | -0.01% | -36.07% | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 0.14% | -0.01% | — | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.13% | +1.81% | — | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.10% | +0.04% | — |