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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 25.48% | +30.14% | +26.80% | |
| 2 | INTU | Intuit INC | 株式-IT | 21.11% | +9.49% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.46% | +8.68% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.43% | +9.32% | +82.64% | |
| 5 | PAYO | Payoneer Global INC | 株式-その他 | 7.36% | -0.03% | -14.29% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.74% | +4.41% | +121.12% | |
| 7 | DDOG | Datadog INC - Class A | 株式-IT | 3.86% | — | — | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.50% | — | +0.63% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 3.03% | -2.97% | — | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.10% | -3.96% | +2789.33% | |
| 11 | KCCA | Kraneshares California Carbo | ETF-その他 | 1.32% | +0.61% | — | |
| 12 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.30% | — | — | |
| 13 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.81% | -1.99% | — | |
| 14 | ATMP | Ipath Select Mlp Etn | ETF-その他 | 0.79% | — | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | +0.17% | +2169.88% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | — | — | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.61% | -7.91% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.56% | +0.78% | +34.23% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.56% | — | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.55% | +0.29% | — | |
| 21 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.53% | +0.43% | — | |
| 22 | NOW | Servicenow INC | 株式-IT | 0.41% | -0.28% | +9.90% | |
| 23 | HUBS | Hubspot INC | 株式-IT | 0.41% | — | — | |
| 24 | MDB | Mongodb INC | 株式-IT | 0.35% | — | +34.30% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.33% | — | — | |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.26% | -10.32% | — | |
| 27 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.18% | — | — | |
| 28 | TEAM | Atlassian Corp-cl A | 株式-IT | 0.16% | — | — | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.16% | -0.11% | +3324.19% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.14% | — | — | |
| 31 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.12% | +4.60% | -99.21% | |
| 32 | TLRYEUR | Tilray Brands INC | 株式-その他 | 0.01% | — | — | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-テック型 | — | — | — | |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | — | — | — | |
| 35 | SRAD | Sportradar Group AG | 株式-その他 | — | — | — |