CIK: 0001872254
申告総資産額
$5.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 58.69% | -11.77% | +1.50% | |
| 2 | WMT | Walmart INC | 株式-生活必需品 | 11.55% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 5.69% | -0.73% | — | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.38% | +0.04% | -0.11% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.22% | -0.57% | +0.81% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.13% | -0.70% | -0.39% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.66% | -0.81% | +3.07% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.14% | -0.74% | — | |
| 9 | ADBE | Adobe INC | 株式-IT | 1.13% | — | -0.37% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.09% | — | +7.81% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.95% | — | +99.74% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | -2.92% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | +0.63% | — | |
| 14 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.51% | — | — | |
| 15 | LI | Li Auto INC - Adr | 株式-その他 | 0.27% | — | — | |
| 16 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.24% | — | — | |
| 17 | MRNA | Moderna INC | 株式-ヘルスケア | 0.23% | — | — | |
| 18 | INTU | Intuit INC | 株式-IT | 0.17% | — | — | |
| 19 | CRM | Salesforce INC | 株式-IT | 0.15% | — | — | |
| 20 | AHCO | Adapthealth CORP | 株式-その他 | 0.15% | — | — | |
| 21 | SFIX | Stitch Fix Inc-class A | 株式-その他 | 0.05% | — | — |