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 | 12.37% | -2.02% | -2.62% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.53% | -0.79% | +1.87% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.28% | -0.06% | +0.12% | |
| 4 | NU | Nu Holdings Ltd. | 株式-金融 | 8.82% | -0.56% | +1.13% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.06% | -0.29% | +1.36% | |
| 6 | AXP | American Express Co | 株式-金融 | 5.98% | +0.24% | +4.75% | |
| 7 | ELV | Elevance Health INC | 株式-ヘルスケア | 5.08% | -0.55% | +1.38% | |
| 8 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.48% | +0.06% | +2.98% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 4.21% | +0.90% | +2.51% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 4.06% | -1.65% | +2.81% | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 3.99% | -1.76% | +1.33% | |
| 12 | CDW | Cdw Corp/de | 株式-IT | 3.99% | -0.21% | +4.60% | |
| 13 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 3.48% | +0.18% | +1420.54% | |
| 14 | AMAT | Applied Materials INC | 株式-IT | 3.29% | — | +4.59% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 3.12% | +0.77% | +1.37% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.95% | -0.42% | +1.23% | |
| 17 | AAPL | Apple INC | 株式-IT | 2.17% | -0.07% | +1.26% | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.46% | +0.39% | +28.75% | |
| 19 | NTNX | Nutanix INC - A | 株式-IT | 1.09% | -0.50% | EXIT | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | -0.13% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | -0.01% | +7.48% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 0.36% | -0.03% | — | |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.24% | +0.03% | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | -0.01% | +21.69% | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 0.21% | -0.01% | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | -0.01% | +31.54% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.12% | +0.04% | — | |
| 28 | KKR | Kkr & Co INC | 株式-金融 | 0.11% | -0.03% | — |