CIK: 0001842766
申告総資産額
$7728.6万
| # | 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 | NTNX | Nutanix INC - A | 株式-IT | 11.96% | -0.23% | EXIT | |
| 2 | XYZ | Block INC | 株式-金融 | 9.25% | -4.35% | +24.23% | |
| 3 | FVRR | Fiverr International Ltd. | 株式-その他 | 9.24% | -12.38% | EXIT | |
| 4 | CPRI | Capri Holdings Limited | 株式-一般消費財 | 9.19% | -3.46% | EXIT | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.94% | +10.71% | — | |
| 6 | Z | Zillow Group INC - C | 株式-通信サービス | 8.62% | -2.89% | -8.95% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.30% | -0.75% | -40.91% | |
| 8 | ZM | Zoom Communications INC | 株式-IT | 7.48% | -4.33% | +4.62% | |
| 9 | OMCL | Omnicell INC | 株式-ヘルスケア | 7.03% | -3.45% | -18.44% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 4.66% | — | -40.94% | |
| 11 | WIX | Wix.com Ltd. | 株式-IT | 3.74% | +0.05% | +23.75% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.25% | — | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.88% | +0.10% | -12.88% | |
| 14 | BX | Blackstone INC | 株式-金融 | 0.81% | +3.10% | +38.24% | |
| 15 | PGF | Invesco Financial Preferred | ETF-その他 | 0.59% | +0.21% | -27.01% | |
| 16 | DUOL | Duolingo | 株式-IT | 0.57% | — | -25.31% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | -5.55% | |
| 18 | CRM | Salesforce INC | 株式-IT | 0.49% | -0.14% | -19.97% | |
| 19 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 0.42% | — | +66.28% | |
| 20 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.37% | -0.15% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | -0.24% | EXIT | |
| 22 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 0.33% | +0.28% | — | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 0.31% | — | — | |
| 24 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.29% | — | — | |
| 25 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.29% | — | — | |
| 26 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.29% | +0.25% | — | |
| 27 | SITE | Siteone Landscape Supply INC | 株式-資本財 | 0.29% | — | — | |
| 28 | EA | Electronic Arts INC | 株式-通信サービス | 0.27% | -0.14% | EXIT | |
| 29 | ✓ | Mister Car Wash, INC | 株式-その他 | 0.27% | -2.49% | EXIT | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.26% | -0.15% | EXIT | |
| 31 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.25% | +1.24% | — | |
| 32 | GWRE | Guidewire Software INC | 株式-IT | 0.23% | -0.15% | EXIT | |
| 33 | ✓ | 株式-その他 | 0.23% | — | — | ||
| 34 | PAYC | Paycom Software INC | 株式-IT | 0.22% | -0.98% | — | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | -0.14% | EXIT | |
| 36 | MSCI | Msci INC | 株式-金融 | 0.20% | — | — | |
| 37 | FLWS | 1-800-flowers.com Inc-cl A | 株式-その他 | 0.19% | — | — | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.18% | — | — |