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 | 8.73% | -2.15% | -1.40% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.75% | +0.70% | +2.08% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 5.76% | -0.26% | +0.35% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.44% | -1.25% | +2.01% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.58% | +0.44% | +206.61% | |
| 6 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 3.61% | -1.31% | -8.75% | |
| 7 | INDA | Ishares Msci India ETF | ETF-その他 | 3.30% | -1.93% | -24.49% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.29% | +0.21% | +2.24% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.22% | +0.92% | +96.76% | |
| 10 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.94% | +2.95% | +472.26% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.87% | -0.01% | +1.43% | |
| 12 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.86% | -0.40% | +2.41% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.01% | +1.81% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.26% | -0.01% | +2.16% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.16% | +0.62% | +2.31% | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 1.90% | +0.12% | +2.56% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.85% | +0.34% | +104.05% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.01% | +2.14% | |
| 19 | SCCO | Southern Copper CORP | 株式-素材 | 1.77% | +0.48% | +3.13% | |
| 20 | BLK | Blackrock INC | 株式-金融 | 1.62% | -0.05% | — | |
| 21 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.54% | -0.25% | +415.96% | |
| 22 | ASML | ASML Holding N.V. | 株式-IT | 1.53% | +0.75% | +53.03% | |
| 23 | BX | Blackstone INC | 株式-金融 | 1.52% | -0.26% | +2.49% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.48% | -1.47% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | -0.02% | +2.48% | |
| 26 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.41% | +0.11% | +3.06% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.33% | — | +1.25% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.32% | -0.11% | EXIT | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 1.26% | — | +2.54% | |
| 30 | CARR | Carrier Global CORP | 株式-資本財 | 1.14% | +0.14% | +3.09% | |
| 31 | ADBE | Adobe INC | 株式-IT | 1.13% | — | +3.02% | |
| 32 | EQIX | Equinix INC | 株式-不動産 | 1.06% | — | +1.93% | |
| 33 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.04% | +0.29% | +2.02% | |
| 34 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 1.00% | — | +2.73% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | +2.69% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.95% | — | +2.59% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.64% | — | +1.00% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.59% | — | -3.30% | |
| 39 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.59% | +0.39% | -3.26% | |
| 40 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.59% | +0.38% | -3.21% | |
| 41 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.50% | — | -0.45% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.49% | — | -0.44% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.49% | — | -0.51% | |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.49% | — | -0.49% | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.46% | — | — | |
| 46 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 0.41% | -0.11% | — | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.40% | — | — | |
| 48 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-その他 | 0.39% | +0.55% | -4.79% | |
| 49 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-その他 | 0.38% | +0.42% | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | — |