CIK: 0001912835
申告総資産額
$1.2億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 14.94% | +2.19% | -2.46% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.14% | +1.13% | -0.39% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.64% | +1.09% | +1.15% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 4.40% | +2.99% | +0.85% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.28% | +5.29% | NEW | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.10% | -0.04% | +0.20% | |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.08% | — | +484.00% | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 2.85% | +0.29% | +0.73% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.52% | +0.29% | +3.31% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.90% | -0.32% | EXIT | |
| 11 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 1.78% | — | +0.58% | |
| 12 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.77% | — | +2.51% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.76% | -2.44% | EXIT | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.75% | +0.78% | +1.00% | |
| 15 | IVLU | Ishares Msci International V | ETF-その他 | 1.74% | -2.45% | EXIT | |
| 16 | GSL | Global Ship Lease, Inc. | 株式-その他 | 1.72% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | — | +0.35% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.51% | — | +1.29% | |
| 19 | ETN | Eaton Corporation plc | 株式-資本財 | 1.36% | — | +0.38% | |
| 20 | OWL | Blue Owl Capital INC | 株式-金融 | 1.35% | — | — | |
| 21 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.29% | -1.61% | EXIT | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.22% | — | +0.62% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.08% | -1.07% | EXIT | |
| 24 | NOW | Servicenow INC | 株式-IT | 1.08% | — | +1.06% | |
| 25 | PHM | Pultegroup INC | 株式-一般消費財 | 1.04% | -0.95% | EXIT | |
| 26 | VALE | Vale Sa-sp Adr | 株式-素材 | 1.00% | -0.18% | +490.63% | |
| 27 | TD | Toronto-dominion Bank | 株式-金融 | 0.95% | — | +0.74% | |
| 28 | PBR-A | Petroleo Brasil-sp Pref Adr | 株式-その他 | 0.92% | — | — | |
| 29 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.89% | — | — | |
| 30 | NOG | Northern Oil And Gas INC | 株式-エネルギー | 0.89% | -0.05% | — | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.87% | -1.05% | EXIT | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.84% | — | +0.23% | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 0.71% | — | +0.57% | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 0.71% | — | +0.39% | |
| 35 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.69% | — | +1.06% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | -0.33% | EXIT | |
| 37 | ICE | Intercontinental Exchange In | 株式-金融 | 0.67% | — | +0.52% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.66% | — | -0.59% | |
| 39 | RMR | Rmr Group Inc/the - A | 株式-その他 | 0.66% | -0.69% | EXIT | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.64% | — | +0.43% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | — | +0.07% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.62% | — | +5.10% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.60% | -0.65% | EXIT | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.59% | — | +3.75% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.55% | -0.64% | EXIT | |
| 46 | NVR | Nvr INC | 株式-一般消費財 | 0.53% | -0.27% | — | |
| 47 | NEWT | Newtekone INC | 株式-その他 | 0.53% | — | — | |
| 48 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.48% | -0.43% | EXIT | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | — | -0.97% | |
| 50 | DFH | Dream Finders Homes INC - A | 株式-その他 | 0.44% | -0.30% | EXIT |