CIK: 0002052593
申告総資産額
$11.8億
| # | 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 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-その他 | 22.00% | -3.13% | — | |
| 2 | AAUS | Alpha Architect US Eqy ETF | ETF-その他 | 18.64% | -2.71% | — | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 8.27% | -1.23% | +29.09% | |
| 4 | AAPL | Apple INC | 株式-IT | 8.14% | -0.94% | +23.04% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 5.86% | -0.45% | +35.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.16% | -0.35% | -15.45% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.73% | -0.36% | +11.98% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.33% | -0.01% | +57.63% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.74% | — | +5.46% | |
| 10 | DASH | Doordash INC - A | 株式-一般消費財 | 2.68% | +0.07% | +337.66% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | -0.17% | +22.32% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.85% | -0.11% | -24.54% | |
| 13 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.31% | — | -45.67% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 1.23% | -0.55% | +1150.38% | |
| 15 | ANET | Arista Networks INC | 株式-IT | 0.82% | +0.92% | -30.47% | |
| 16 | NU | Nu Holdings Ltd. | 株式-金融 | 0.56% | — | +87.04% | |
| 17 | UBER | Uber Technologies INC | 株式-資本財 | 0.53% | +0.05% | -25.83% | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 0.45% | +0.27% | — | |
| 19 | DDOG | Datadog INC - Class A | 株式-IT | 0.44% | +0.50% | +49.84% | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.40% | +0.13% | — | |
| 21 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.37% | — | +389.11% | |
| 22 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.34% | — | -43.68% | |
| 23 | INTU | Intuit INC | 株式-IT | 0.33% | — | — | |
| 24 | PCOR | Procore Technologies INC | 株式-IT | 0.32% | — | +34.35% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.31% | — | -22.98% | |
| 26 | SNOW | Snowflake INC | 株式-IT | 0.30% | +0.81% | +175.00% | |
| 27 | AXON | Axon Enterprise INC | 株式-資本財 | 0.29% | — | +363.12% | |
| 28 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.28% | — | — | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.28% | +0.05% | +3.00% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | — | -42.81% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.26% | — | — | |
| 32 | ACN | Accenture plc | 株式-IT | 0.26% | +0.10% | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | +16.11% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.24% | +0.07% | +44.58% | |
| 35 | LRCX | Lam Research CORP | 株式-IT | 0.24% | +0.45% | +4.26% | |
| 36 | ZS | Zscaler INC | 株式-IT | 0.20% | — | — | |
| 37 | P | Everpure Inc-a | 株式-IT | 0.19% | — | -11.82% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | +0.09% | — | |
| 39 | GEV | GE Vernova INC | 株式-資本財 | 0.19% | — | -41.62% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.18% | +0.19% | +117.98% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.18% | — | +100.00% | |
| 42 | SHOP | Shopify INC - Class A | 株式-IT | 0.17% | — | — | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.16% | — | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | — | — | |
| 45 | APP | Applovin Corp-class A | 株式-IT | 0.16% | — | -69.55% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | +0.09% | — | |
| 47 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.13% | +0.21% | -59.51% | |
| 48 | ASML | ASML Holding N.V. | 株式-IT | 0.13% | — | — | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.13% | — | — | |
| 50 | MRVL | Marvell Technology INC | 株式-IT | 0.12% | +0.45% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DASH | Doordash INC - A | +1.6% | +337.66% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.5% | +57.63% | 増加 |
| 3 | HOOD | Robinhood Markets INC - A | +0.2% | +389.11% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +22.32% | 増加 |
| 5 | AXON | Axon Enterprise INC | +0.2% | +363.12% | 増加 |
| 6 | NU | Nu Holdings Ltd. | +0.2% | +87.04% | 増加 |
| 7 | SNOW | Snowflake INC | +0.1% | +175.00% | 増加 |
| 8 | ADBE | Adobe INC | +0.1% | +117.98% | 増加 |
| 9 | ISRG | Intuitive Surgical INC | +0.1% | +141.95% | 増加 |
| 10 | AMD | Advanced Micro Devices | +0.1% | +162.71% | 増加 |
| 11 | ORCL | Oracle CORP | +0.1% | +255.00% | 増加 |
| 12 | DDOG | Datadog INC - Class A | 0% | +49.84% | 増加 |
| 13 | QCOM | Qualcomm INC | 0% | +44.58% | 増加 |
| 14 | AVGO | Broadcom INC | — | +35.47% | 増加 |
| 15 | PCOR | Procore Technologies INC | 0% | +34.35% | 増加 |
| 16 | P | Everpure Inc-a | -0.2% | -11.82% | 減少 |
| 17 | LLY | Eli Lilly & Co | -0.2% | -42.81% | 減少 |
| 18 | GEV | GE Vernova INC | -0.2% | -41.62% | 減少 |
| 19 | REGN | Regeneron Pharmaceuticals | -0.3% | -43.68% | 減少 |
| 20 | XYZ | Block INC | -0.3% | -66.73% | 減少 |
| 21 | NOW | Servicenow INC | -0.4% | +11.67% | 増加 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -80.85% | 減少 |
| 23 | COIN | Coinbase Global INC -class A | -0.6% | -59.51% | 減少 |
| 24 | APP | Applovin Corp-class A | -0.6% | -69.55% | 減少 |
| 25 | AAPL | Apple INC | -0.7% | +23.04% | 増加 |
| 26 | UBER | Uber Technologies INC | -0.7% | -25.83% | 減少 |
| 27 | NVDA | Nvidia CORP | -0.8% | +29.09% | 増加 |
| 28 | NKE | Nike INC -cl B | -0.9% | -92.59% | 減少 |
| 29 | ANET | Arista Networks INC | -1.1% | -30.47% | 減少 |
| 30 | GOOG | Alphabet Inc-cl C | -1.3% | -15.45% | 減少 |
| 31 | MSFT | Microsoft CORP | -1.3% | +11.98% | 増加 |
| 32 | META | Meta Platforms Inc-class A | -1.4% | +5.46% | 増加 |
| 33 | TSLA | Tesla INC | -1.6% | -24.54% | 減少 |
| 34 | PLTR | Palantir Technologies Inc-a | -2.2% | -45.67% | 減少 |
| 35 | AAUS | Alpha Architect US Eqy ETF | -7.3% | — | 変化なし |
| 36 | AAEQ | Alpha Architct US Eqty 2 ETF | — | NEW | 新規購入 |
| 37 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 38 | HIMS | Hims & Hers Health INC | — | EXIT | 全売却 |
| 39 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 40 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 41 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 42 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 43 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 44 | AON | Aon plc | — | NEW | 新規購入 |
| 45 | GLW | Corning INC | — | NEW | 新規購入 |
| 46 | DELL | Dell Technologies -c | — | EXIT | 全売却 |
| 47 | MS | Morgan Stanley | — | NEW | 新規購入 |
| 48 | DUOL | Duolingo | — | EXIT | 全売却 |
| 49 | WMT | Walmart INC | — | NEW | 新規購入 |
| 50 | CRS | Carpenter Technology | — | NEW | 新規購入 |