CIK: 0001793367
申告総資産額
$6.6億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 24.08% | — | +5.93% | |
| 2 | AAPL | Apple INC | 株式-IT | 21.06% | — | +23.24% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.68% | — | +21.12% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.46% | — | +0.83% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.99% | — | — | |
| 6 | BYD | Boyd Gaming CORP | 株式-一般消費財 | 4.33% | — | -9.86% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.54% | — | +273.30% | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 2.31% | — | +0.00% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.92% | — | — | |
| 10 | AFRM | Affirm Holdings INC | 株式-金融 | 1.90% | — | — | |
| 11 | ABCL | Abcellera Biologics INC | 株式-その他 | 1.85% | — | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.34% | — | +18507.41% | |
| 13 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.19% | — | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | — | +2387.14% | |
| 15 | SOFI | Sofi Technologies INC | 株式-金融 | 1.14% | — | — | |
| 16 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.90% | — | — | |
| 17 | MU | Micron Technology INC | 株式-IT | 0.85% | — | — | |
| 18 | BVN | Cia De Minas Buenaventur-adr | 株式-その他 | 0.83% | — | — | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.79% | — | — | |
| 20 | YOU | Clear Secure INC -class A | 株式-IT | 0.79% | — | +1.68% | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 0.72% | — | — | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.70% | — | — | |
| 23 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.58% | — | — | |
| 24 | BAP | Credicorp Ltd. | 株式-金融 | 0.56% | — | — | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.52% | — | — | |
| 26 | ROST | Ross Stores INC | 株式-一般消費財 | 0.50% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +2.83% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +4.34% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.37% | — | — | |
| 30 | LRCXEUR | Lam Research CORP | 株式-IT | 0.33% | — | -0.54% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.33% | — | +1.89% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | — | +0.94% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.29% | — | — | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.27% | — | +3.93% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.27% | — | +4.69% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.25% | — | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.23% | — | +4.15% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.21% | — | +11665.00% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.19% | — | +20.77% | |
| 40 | AON | Aon plc | 株式-金融 | 0.19% | — | — | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.19% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | -0.33% | |
| 43 | TCBK | Trico Bancshares | 株式-その他 | 0.15% | — | -38.46% | |
| 44 | VLO | Valero Energy CORP | 株式-エネルギー | 0.12% | — | — | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.11% | — | — | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.10% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.10% | — | — | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.09% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.09% | — | — | |
| 50 | DTE | Dte Energy Company | 株式-公益事業 | 0.09% | — | — |