CIK: 0001800453
申告総資産額
$1.9億
| # | 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 | ✓ | Nikola CORP | 株式-その他 | 9.57% | — | -4.93% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.04% | — | +1.89% | |
| 3 | IQLT | Ishares Msci International Q | ETF-その他 | 2.98% | — | +4.83% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.30% | — | +3.85% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.20% | — | +0.49% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 2.13% | — | +5.43% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.00% | — | +7.51% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 1.82% | — | -10.70% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.82% | — | +1.44% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.81% | — | -2.95% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.77% | — | +3.22% | |
| 12 | DDOG | Datadog INC - Class A | 株式-IT | 1.69% | — | -3.01% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.65% | — | +2.20% | |
| 14 | MDB | Mongodb INC | 株式-IT | 1.62% | — | -3.76% | |
| 15 | ROKU | Roku INC | 株式-通信サービス | 1.61% | — | -0.59% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.60% | — | +2.79% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.59% | — | +1.02% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.58% | — | +3.32% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.57% | — | -1.11% | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.57% | — | +3.00% | |
| 21 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.57% | — | +5.22% | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.56% | — | +27.37% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.56% | — | +2.95% | |
| 24 | WM | Waste Management INC | 株式-資本財 | 1.50% | — | +3.48% | |
| 25 | XYZ | Block INC | 株式-金融 | 1.48% | — | -9.04% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.45% | — | +6.92% | |
| 27 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.45% | — | +3.74% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.42% | — | +6.18% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 1.42% | — | +1.03% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | — | +4.12% | |
| 31 | SNOW | Snowflake INC | 株式-IT | 1.39% | — | +0.48% | |
| 32 | RUN | Sunrun INC | 株式-IT | 1.36% | — | +187.80% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | — | +5.45% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.36% | — | -2.66% | |
| 35 | ZS | Zscaler INC | 株式-IT | 1.33% | — | +5.63% | |
| 36 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.32% | — | +9.75% | |
| 37 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.31% | — | -1.16% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | — | +31.03% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | — | +5.30% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 1.28% | — | +5.73% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | +6.57% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.22% | — | -2.11% | |
| 43 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.16% | — | +3.78% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 1.16% | — | +336.97% | |
| 45 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.12% | — | +9.11% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.04% | — | +1.11% | |
| 47 | PD | Pagerduty INC | 株式-その他 | 0.96% | — | +5.41% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.96% | — | +9.44% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.89% | — | +4.42% | |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.88% | — | +2.41% |