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 | XYZ | Block INC | 株式-金融 | 14.66% | +1.06% | -5.93% | |
| 2 | FVRR | Fiverr International Ltd. | 株式-その他 | 13.06% | — | +23.94% | |
| 3 | ZM | Zoom Communications INC | 株式-IT | 11.73% | -0.93% | +11.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.43% | +2.45% | — | |
| 5 | Z | Zillow Group INC - C | 株式-通信サービス | 8.80% | -1.94% | +29.11% | |
| 6 | NTNX | Nutanix INC - A | 株式-IT | 7.32% | — | -56.77% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.25% | -0.55% | -33.71% | |
| 8 | CPRI | Capri Holdings Limited | 株式-一般消費財 | 6.12% | — | — | |
| 9 | WIX | Wix.com Ltd. | 株式-IT | 6.02% | -0.28% | EXIT | |
| 10 | OMCL | Omnicell INC | 株式-ヘルスケア | 4.79% | +0.13% | +24.75% | |
| 11 | PAYC | Paycom Software INC | 株式-IT | 3.77% | -0.37% | +990.45% | |
| 12 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 2.85% | — | +67.87% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.69% | -0.01% | — | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.57% | -0.39% | — | |
| 15 | PGF | Invesco Financial Preferred | ETF-その他 | 0.49% | +0.03% | -0.95% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | -15.67% | |
| 17 | BX | Blackstone INC | 株式-金融 | 0.39% | -0.44% | -45.55% | |
| 18 | IHD | Voya Emrg Mrkt Hi Dvd Eqty | 株式-その他 | 0.34% | +0.10% | — | |
| 19 | XBOEX | Blackrock Enh Glbl Dvd Tr | 株式-その他 | 0.33% | +0.04% | — | |
| 20 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 0.28% | +0.06% | — | |
| 21 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.27% | — | — | |
| 22 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.26% | — | — | |
| 23 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.26% | +0.03% | — | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.25% | -0.30% | EXIT | |
| 25 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.23% | — | -31.58% | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 0.17% | — | -31.23% | |
| 27 | FLWS | 1-800-flowers.com Inc-cl A | 株式-その他 | 0.12% | — | -9.40% | |
| 28 | ✓ | Mister Car Wash, INC | 株式-その他 | 0.12% | — | -8.49% |