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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 11.55% | -0.79% | -14.25% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.92% | -2.02% | -4.28% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.86% | -0.06% | — | |
| 4 | NU | Nu Holdings Ltd. | 株式-金融 | 9.60% | -0.56% | +0.53% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.11% | -0.29% | — | |
| 6 | AXP | American Express Co | 株式-金融 | 5.77% | +0.24% | — | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.70% | +0.06% | — | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 4.10% | -1.65% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 4.06% | +0.90% | — | |
| 10 | ELV | Elevance Health INC | 株式-ヘルスケア | 3.91% | -0.55% | — | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 3.87% | -1.76% | — | |
| 12 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 3.86% | +0.18% | — | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 3.41% | — | — | |
| 14 | CDW | Cdw Corp/de | 株式-IT | 3.30% | -0.21% | — | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.03% | -0.42% | — | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 2.78% | +0.77% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 2.50% | -0.07% | — | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.22% | +0.39% | — | |
| 19 | NTNX | Nutanix INC - A | 株式-IT | 0.98% | -0.50% | EXIT | |
| 20 | ✓ | On Hldg AG | 株式-その他 | 0.89% | +1.05% | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | -0.13% | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.65% | +0.55% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | -0.01% | — | |
| 24 | UBER | Uber Technologies INC | 株式-資本財 | 0.35% | -0.03% | — | |
| 25 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.25% | +0.03% | — | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 0.22% | -0.01% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.01% | — | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.14% | +0.04% | — | |
| 29 | KKR | Kkr & Co INC | 株式-金融 | 0.10% | -0.03% | — | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.08% | -0.01% | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.08% | -0.01% | -48.18% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.08% | +1.81% | — |