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 | 8.90% | -2.15% | -0.88% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.47% | +0.70% | +104.31% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.64% | -1.25% | +2.58% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.61% | +0.21% | +2.50% | |
| 5 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 4.09% | +2.95% | -55.91% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.08% | +0.44% | +27.97% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.94% | -0.01% | +15.34% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.91% | -0.01% | -1.34% | |
| 9 | INDA | Ishares Msci India ETF | ETF-その他 | 3.62% | -1.93% | +34.13% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.52% | -0.01% | -0.44% | |
| 11 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.25% | -0.40% | +1.48% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.10% | +0.62% | +0.80% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.08% | +0.92% | -20.55% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 2.70% | +0.12% | +3.02% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -0.01% | +1.64% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.43% | +0.11% | -0.75% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 2.33% | -0.26% | -4.96% | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 2.26% | +0.75% | +2.83% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 2.18% | +0.34% | -2.21% | |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 1.83% | -1.31% | -24.93% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | -0.02% | +0.39% | |
| 22 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.77% | -0.25% | +0.07% | |
| 23 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 1.67% | — | -0.44% | |
| 24 | BLK | Blackrock INC | 株式-金融 | 1.61% | -0.05% | +2.23% | |
| 25 | SCCO | Southern Copper CORP | 株式-素材 | 1.53% | +0.48% | -3.69% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 1.47% | -1.47% | EXIT | |
| 27 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.46% | +0.29% | -1.76% | |
| 28 | CRCL | Circle Internet Group INC | 株式-金融 | 1.42% | -1.42% | EXIT | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 1.34% | — | +0.07% | |
| 30 | BX | Blackstone INC | 株式-金融 | 1.32% | -0.26% | +2.48% | |
| 31 | CARR | Carrier Global CORP | 株式-資本財 | 0.84% | +0.14% | -4.16% | |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.54% | — | +21.82% | |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.54% | — | +21.73% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.54% | -0.09% | +14.02% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.53% | — | +22.61% | |
| 36 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.52% | +0.39% | +4.29% | |
| 37 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.52% | +0.38% | +4.29% | |
| 38 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.42% | — | -1.69% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.36% | — | -1.24% | |
| 40 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-その他 | 0.34% | +0.42% | +6.66% | |
| 41 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-その他 | 0.34% | +0.55% | +6.66% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | — | |
| 43 | IBMS | Isharesibonddec2030munibdetf | ETF-その他 | 0.31% | +0.42% | +15.19% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | — | |
| 45 | CVNA | Carvana Co | 株式-一般消費財 | 0.25% | -0.25% | EXIT | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.24% | — | -0.64% | |
| 47 | BCO | Brink's Co/the | 株式-資本財 | 0.24% | — | — | |
| 48 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 0.21% | -0.11% | -26.98% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.20% | -0.02% | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | — | -0.84% |