CIK: 0001842766
申告総資産額
$8003.2万
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 18.30% | — | — | |
| 2 | CPRI | Capri Holdings Limited | 株式-一般消費財 | 11.86% | — | +4.08% | |
| 3 | NTNX | Nutanix INC - A | 株式-IT | 11.63% | — | +6.28% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.70% | -0.55% | +16.87% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.49% | +2.45% | — | |
| 6 | Z | Zillow Group INC - C | 株式-通信サービス | 7.30% | -1.94% | +29.07% | |
| 7 | ZM | Zoom Communications INC | 株式-IT | 6.44% | -0.93% | +38.37% | |
| 8 | OMCL | Omnicell INC | 株式-ヘルスケア | 5.44% | +0.13% | +45.99% | |
| 9 | XYZ | Block INC | 株式-金融 | 3.72% | +1.06% | +53.96% | |
| 10 | WIX | Wix.com Ltd. | 株式-IT | 3.58% | -0.28% | EXIT | |
| 11 | DUOL | Duolingo | 株式-IT | 3.26% | — | +3.66% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.35% | — | — | |
| 13 | EA | Electronic Arts INC | 株式-通信サービス | 1.83% | — | -68.21% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.68% | — | -55.33% | |
| 15 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.41% | — | -62.73% | |
| 16 | FVRR | Fiverr International Ltd. | 株式-その他 | 1.35% | — | +27.59% | |
| 17 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.89% | — | -8.57% | |
| 18 | TPR | Tapestry INC | 株式-一般消費財 | 0.70% | — | -8.73% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | — | |
| 20 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 0.31% | +0.06% | — | |
| 21 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.30% | — | — | |
| 22 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.29% | +0.03% | — | |
| 23 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.29% | — | — | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.17% | — | — | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.15% | — | — |