CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全1191銘柄）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.33% | +0.61% | +1.70% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.50% | +0.27% | +9.36% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.38% | +0.13% | +9.09% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.07% | -3.07% | EXIT | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.68% | +0.10% | -2.29% | |
| 6 | S | Sentinelone INC -class A | 株式-IT | 2.46% | -0.04% | +2275.17% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | +0.01% | +11.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | +0.11% | +12.59% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.60% | +0.01% | +10.12% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.55% | -0.06% | +11.04% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.41% | — | +8.90% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.31% | -0.05% | +11.91% | |
| 13 | LQDA | Liquidia CORP | 株式-その他 | 1.30% | -0.05% | +9.30% | |
| 14 | ELS | Equity Lifestyle Properties | 株式-不動産 | 1.23% | — | +42.27% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.15% | — | -5.51% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.12% | +0.02% | +7.46% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | — | +18.84% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.02% | — | -1.28% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.84% | — | -3.31% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | — | +29.26% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.79% | — | +3.78% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | -0.79% | EXIT | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.75% | -0.03% | +4.20% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +6.60% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +13.95% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | -0.01% | -10.77% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | -0.67% | EXIT | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.04% | +1.41% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.56% | -0.14% | -1.15% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.52% | -0.07% | +947.56% | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.52% | — | -1.80% | |
| 32 | GE | General Electric | 株式-資本財 | 0.50% | — | +3.08% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.50% | +0.46% | -0.51% | |
| 34 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.49% | — | -1.87% | |
| 35 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.48% | -0.11% | -6.05% | |
| 36 | AGI | Alamos Gold Inc-class A | 株式-素材 | 0.40% | +0.25% | -1.79% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.39% | -0.04% | +9.31% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.39% | — | -4.05% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.39% | -0.39% | EXIT | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | +6.92% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | -0.37% | EXIT | |
| 42 | PWR | Quanta Services INC | 株式-資本財 | 0.37% | -0.37% | EXIT | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.36% | -0.06% | -1.59% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.36% | — | +1.84% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.35% | -0.23% | +33.76% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.35% | — | -11.95% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +2.78% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.35% | — | +17.38% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.22% | +16.55% | |
| 50 | GEV | GE Vernova INC | 株式-資本財 | 0.32% | +0.17% | +4.71% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | S | Sentinelone INC -class A | +2.3% | +2275.17% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +12.59% | 増加 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +10.12% | 増加 |
| 4 | LLY | Eli Lilly & Co | +0.4% | +11.04% | 増加 |
| 5 | AAPL | Apple INC | +0.3% | +9.09% | 増加 |
| 6 | KMI | Kinder Morgan INC | +0.3% | +1230.66% | 増加 |
| 7 | TSLA | Tesla INC | +0.3% | +29.26% | 増加 |
| 8 | ELS | Equity Lifestyle Properties | +0.2% | +42.27% | 増加 |
| 9 | CHYM | Chime Financial Inc-cl A | +0.2% | +521.49% | 増加 |
| 10 | LQDA | Liquidia CORP | +0.2% | +9.30% | 増加 |
| 11 | MU | Micron Technology INC | +0.1% | +25.26% | 増加 |
| 12 | ACWI | Ishares Msci Acwi ETF | +0.1% | +353.19% | 増加 |
| 13 | HL | Hecla Mining Co | +0.1% | +174.85% | 増加 |
| 14 | LRCX | Lam Research CORP | +0.1% | +14.72% | 増加 |
| 15 | EXPE | Expedia Group INC | +0.1% | +69.48% | 増加 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +18.84% | 増加 |
| 17 | AVGO | Broadcom INC | +0.1% | +7.46% | 増加 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.61% | 増加 |
| 19 | WDC | Western Digital CORP | +0.1% | +50.17% | 増加 |
| 20 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +33.76% | 増加 |
| 21 | C | Citigroup INC | +0.1% | +17.38% | 増加 |
| 22 | BIIB | Biogen INC | +0.1% | +317.98% | 増加 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.51% | 減少 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +42.86% | 増加 |
| 25 | CSCO | Cisco Systems INC | +0.1% | +28.04% | 増加 |
| 26 | EFA | Ishares Msci Eafe ETF | +0.1% | +24.84% | 増加 |
| 27 | WMT | Walmart INC | 0% | +13.02% | 増加 |
| 28 | SCHX | Schwab US Large-cap ETF | 0% | +25.74% | 増加 |
| 29 | VRTX | Vertex Pharmaceuticals INC | 0% | +15.10% | 増加 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +13.95% | 増加 |
| 31 | JNJ | Johnson & Johnson | 0% | +6.92% | 増加 |
| 32 | NVDA | Nvidia CORP | 0% | +9.36% | 増加 |
| 33 | AGI | Alamos Gold Inc-class A | 0% | -1.79% | 減少 |
| 34 | PLTR | Palantir Technologies Inc-a | 0% | +4.20% | 増加 |
| 35 | VXUS | Vanguard Total Intl Stock | 0% | +8.90% | 増加 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.56% | 増加 |
| 37 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +3.78% | 増加 |
| 38 | AMZN | Amazon.com INC | -0.1% | +11.83% | 増加 |
| 39 | XYZ | Block INC | -0.1% | -87.12% | 減少 |
| 40 | MSTR | Strategy INC | -0.1% | -19.27% | 減少 |
| 41 | T | At&t INC | -0.1% | -17.46% | 減少 |
| 42 | HD | Home Depot INC | -0.1% | -6.95% | 減少 |
| 43 | NFLX | Netflix INC | -0.2% | +947.56% | 増加 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.3% | -2.29% | 減少 |
| 45 | MSFT | Microsoft CORP | -0.4% | +9.37% | 増加 |
| 46 | RBLX | Roblox CORP -class A | -0.4% | -6.05% | 減少 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | +1.70% | 増加 |
| 48 | PFEB | Innovator U.s. Equity Power | — | EXIT | 全売却 |
| 49 | PDEC | Innovator U.s. Equity Power | — | NEW | 新規購入 |
| 50 | VICI | Vici Properties INC | — | EXIT | 全売却 |