CIK: 0001769578
申告総資産額
$2.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.39% | -2.15% | -9.37% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.01% | +0.70% | +17.31% | |
| 3 | INDA | Ishares Msci India ETF | ETF-その他 | 5.22% | -1.93% | +20.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.95% | -1.25% | — | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.75% | +0.44% | -21.26% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.11% | +0.92% | -9.52% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 3.02% | -0.26% | +8.51% | |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 2.87% | -1.31% | +11.37% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.73% | +0.21% | +935.94% | |
| 10 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.73% | -0.40% | +2.60% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.68% | -0.01% | +14.75% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.49% | -0.01% | +20.75% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.38% | -0.01% | +17.16% | |
| 14 | SCCO | Southern Copper CORP | 株式-素材 | 2.28% | +0.48% | +44.64% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.01% | +2.09% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.83% | +0.11% | -6.42% | |
| 17 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 1.80% | — | +5.19% | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 1.65% | +0.12% | +7.64% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.55% | — | +20.48% | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.54% | — | +34.96% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.52% | +0.62% | +9.14% | |
| 22 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.50% | +2.95% | +309.44% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.46% | -0.11% | EXIT | |
| 24 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.41% | -0.25% | +44.04% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 1.38% | — | +3.71% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | -0.02% | +2.41% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.28% | +0.29% | +9.21% | |
| 28 | EMR | Emerson Electric Co | 株式-資本財 | 1.27% | — | +7.76% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.25% | +0.34% | +4.06% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 1.25% | -1.47% | EXIT | |
| 31 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 1.22% | — | +10.11% | |
| 32 | BX | Blackstone INC | 株式-金融 | 1.21% | -0.26% | -0.03% | |
| 33 | CARR | Carrier Global CORP | 株式-資本財 | 1.20% | +0.14% | +0.90% | |
| 34 | ASML | ASML Holding N.V. | 株式-IT | 1.10% | +0.75% | +0.76% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | +1.57% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 1.01% | — | +12.78% | |
| 37 | EQIX | Equinix INC | 株式-不動産 | 0.95% | — | +4.46% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | +0.99% | |
| 39 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.79% | — | +10.70% | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.73% | — | -3.31% | |
| 41 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.73% | +0.39% | -3.32% | |
| 42 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.72% | +0.38% | -3.47% | |
| 43 | C 0 02-27-27 0025 | Citigroup INC | 株式-金融 | 0.56% | — | — | |
| 44 | BCO | Brink's Co/the | 株式-資本財 | 0.54% | — | — | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.53% | — | -0.75% | |
| 46 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.53% | — | -0.56% | |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.52% | — | -0.96% | |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.52% | — | -0.62% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.52% | — | -0.67% | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.50% | — | -4.86% |