CIK: 0001582272
申告総資産額
$1.9億
| # | 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 | INTU | Intuit INC | 株式-IT | 25.59% | +9.49% | -4.52% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 23.85% | +30.14% | +27.39% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.11% | +8.68% | — | |
| 4 | PAYO | Payoneer Global INC | 株式-その他 | 9.24% | -0.03% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.06% | +9.32% | -39.24% | |
| 6 | DDOG | Datadog INC - Class A | 株式-IT | 4.51% | — | -35.71% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.36% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 3.42% | -2.97% | +32.46% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.03% | +4.41% | -51.34% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.39% | +4.60% | -35.38% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.95% | -1.99% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | — | — | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.78% | -7.91% | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | +0.29% | — | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.66% | — | +890.96% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.55% | +0.43% | — | |
| 17 | HUBS | Hubspot INC | 株式-IT | 0.53% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.48% | +0.78% | — | |
| 19 | CRM | Salesforce INC | 株式-IT | 0.47% | — | — | |
| 20 | MDB | Mongodb INC | 株式-IT | 0.45% | — | — | |
| 21 | NOW | Servicenow INC | 株式-IT | 0.44% | -0.28% | — | |
| 22 | SNOW | Snowflake INC | 株式-IT | 0.37% | — | — | |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | -10.32% | -96.07% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.22% | -3.96% | +19.03% | |
| 25 | TEAM | Atlassian Corp-cl A | 株式-IT | 0.22% | — | — | |
| 26 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.20% | — | — | |
| 27 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.17% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | +0.17% | -8.06% | |
| 29 | FIS | Fidelity National Info Serv | 株式-IT | 0.01% | — | — | |
| 30 | BGC | Bgc Group Inc-a | 株式-金融 | 0.01% | — | — | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | — | -0.11% | — | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | — | — | — | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | — | — | — | |
| 34 | WK | Workiva INC | 株式-IT | — | — | — | |
| 35 | FVRR | Fiverr International Ltd. | 株式-その他 | — | — | — |