CIK: 0001791002
申告総資産額
$3.6億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.64% | -0.29% | +5.76% | |
| 2 | TWLO | Twilio INC - A | 株式-IT | 4.93% | — | -6.90% | |
| 3 | PFE | Pfizer INC | 株式-ヘルスケア | 4.15% | — | +0.17% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.80% | -0.18% | +251.37% | |
| 5 | MDT | Medtronic plc | 株式-ヘルスケア | 3.76% | — | +1.91% | |
| 6 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 3.62% | — | +16.11% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 3.02% | — | -0.08% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.93% | -0.19% | -0.33% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.73% | -0.37% | +8.57% | |
| 10 | BLMN | Bloomin' Brands INC | 株式-その他 | 2.72% | — | +69.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.56% | +0.14% | -5.30% | |
| 12 | CRM | Salesforce INC | 株式-IT | 2.48% | — | -7.36% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.29% | — | -1.02% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 2.07% | -0.60% | +29.96% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.03% | -0.16% | EXIT | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.99% | -0.08% | -12.26% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.94% | +0.06% | -11.61% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.80% | -0.15% | -4.83% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | +0.12% | -8.66% | |
| 20 | MDB | Mongodb INC | 株式-IT | 1.54% | -0.29% | -13.00% | |
| 21 | ROKU | Roku INC | 株式-通信サービス | 1.48% | — | — | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 1.45% | -0.18% | +3.06% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.45% | — | +35.29% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.42% | -0.12% | EXIT | |
| 25 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.36% | — | +346.13% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | — | +7.92% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 1.30% | — | +71.42% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | +1.51% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 1.24% | — | — | |
| 30 | KMX | Carmax INC | 株式-一般消費財 | 1.13% | — | +29.20% | |
| 31 | IP | International Paper Co | 株式-一般消費財 | 1.06% | — | -1.17% | |
| 32 | LVGO | Livongo Health INC | 株式-その他 | 0.99% | — | +107.76% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.96% | — | +21.86% | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.95% | — | -12.62% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.83% | — | +117.09% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.82% | -0.15% | EXIT | |
| 37 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.76% | — | — | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.73% | +0.58% | -10.86% | |
| 39 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.65% | — | -5.27% | |
| 40 | LUV | Southwest Airlines Co | 株式-資本財 | 0.59% | — | +15.80% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | -0.02% | +82.26% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.07% | -2.22% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.54% | — | — | |
| 44 | RXT | Rackspace Technology INC | 株式-その他 | 0.53% | — | — | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.51% | — | — | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +19.84% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -15.86% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | +0.27% | +11.26% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.46% | — | -12.62% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | -0.28% | -18.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLMN | Bloomin' Brands INC | +1.4% | +69.30% | 増加 |
| 2 | SGOL | Abrdn Physical Gold Shares | +1% | +346.13% | 増加 |
| 3 | LVGO | Livongo Health INC | +0.7% | +107.76% | 増加 |
| 4 | UPS | United Parcel Service-cl B | +0.4% | -1.02% | 減少 |
| 5 | SBUX | Starbucks CORP | +0.4% | +117.09% | 増加 |
| 6 | GS | Goldman Sachs Group INC | +0.4% | +71.42% | 増加 |
| 7 | ROKU | Roku INC | +0.4% | — | 変化なし |
| 8 | WMT | Walmart INC | +0.2% | +82.26% | 増加 |
| 9 | BAC | Bank Of America CORP | +0.2% | +29.96% | 増加 |
| 10 | CRWD | Crowdstrike Holdings INC - A | +0.2% | +91.61% | 増加 |
| 11 | KMX | Carmax INC | +0.1% | +29.20% | 増加 |
| 12 | FDX | Fedex CORP | +0.1% | — | 変化なし |
| 13 | CRM | Salesforce INC | +0.1% | -7.36% | 減少 |
| 14 | NVDA | Nvidia CORP | +0.1% | -11.61% | 減少 |
| 15 | T | At&t INC | +0.1% | +35.29% | 増加 |
| 16 | KO | Coca-cola Co/the | +0.1% | +19.84% | 増加 |
| 17 | RH | Rh | +0.1% | -12.16% | 減少 |
| 18 | LUV | Southwest Airlines Co | 0% | +15.80% | 増加 |
| 19 | DRI | Darden Restaurants INC | 0% | -5.27% | 減少 |
| 20 | AMZN | Amazon.com INC | — | +5.76% | 増加 |
| 21 | UBER | Uber Technologies INC | — | +3.06% | 増加 |
| 22 | BMY | Bristol-myers Squibb Co | -0.1% | +16.11% | 増加 |
| 23 | IP | International Paper Co | -0.1% | -1.17% | 減少 |
| 24 | PEP | Pepsico INC | -0.1% | +7.92% | 増加 |
| 25 | VOO | Vanguard S&p 500 ETF | -0.1% | +1.51% | 増加 |
| 26 | MDT | Medtronic plc | -0.2% | +1.91% | 増加 |
| 27 | AVGO | Broadcom INC | -0.2% | -4.83% | 減少 |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | +8.57% | 増加 |
| 29 | ABBV | Abbvie INC | -0.2% | +21.57% | 増加 |
| 30 | PFE | Pfizer INC | -0.3% | +0.17% | 増加 |
| 31 | AAPL | Apple INC | -0.3% | +251.37% | 増加 |
| 32 | CVX | Chevron CORP | -0.3% | -22.76% | 減少 |
| 33 | VZ | Verizon Communications INC | -0.4% | -0.08% | 減少 |
| 34 | AEP | American Electric Power Company, Inc. | -0.5% | -12.62% | 減少 |
| 35 | MDB | Mongodb INC | -0.6% | -13.00% | 減少 |
| 36 | TWLO | Twilio INC - A | -0.8% | -6.90% | 減少 |
| 37 | BP | Bp Plc-spons Adr | -0.8% | -47.08% | 減少 |
| 38 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 39 | HON | Honeywell International INC | — | NEW | 新規購入 |
| 40 | RXT | Rackspace Technology INC | — | NEW | 新規購入 |
| 41 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 42 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 43 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 44 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 45 | EFA | Ishares Msci Eafe ETF | — | EXIT | 全売却 |
| 46 | GEN | Gen Digital INC | — | NEW | 新規購入 |
| 47 | RPRX | Royalty Pharma plc | — | NEW | 新規購入 |
| 48 | BRO | Brown & Brown INC | — | NEW | 新規購入 |
| 49 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |
| 50 | NOW | Servicenow INC | — | NEW | 新規購入 |