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 | 62.36% | -11.77% | +8.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.01% | -0.73% | +1.38% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.83% | +0.04% | -2.08% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.76% | -0.74% | -0.08% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.94% | -0.57% | +3.09% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.91% | -0.70% | +2.66% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.37% | -0.81% | +2.54% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 1.12% | — | — | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 1.07% | — | -10.91% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | +6.46% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | +0.01% | +478.96% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | +0.63% | — | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.49% | — | -26.79% | |
| 14 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.36% | — | — | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 0.22% | -0.83% | — | |
| 16 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.17% | — | — | |
| 17 | INTU | Intuit INC | 株式-IT | 0.13% | — | — | |
| 18 | AHCO | Adapthealth CORP | 株式-その他 | 0.12% | — | — | |
| 19 | ALTI | Alti Global INC | 株式-その他 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.8% | +8.05% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +0.7% | +478.96% | 増加 |
| 3 | NFLX | Netflix INC | +0.2% | NEW | 新規購入 |
| 4 | AAPL | Apple INC | +0.2% | +1.38% | 増加 |
| 5 | WMT | Walmart INC | +0.1% | — | 変化なし |
| 6 | ALTI | Alti Global INC | 0% | NEW | 新規購入 |
| 7 | AHCO | Adapthealth CORP | 0% | — | 変化なし |
| 8 | MUB | Ishares National Muni Bond E | — | +6.46% | 増加 |
| 9 | INTU | Intuit INC | 0% | — | 変化なし |
| 10 | RIVN | Rivian Automotive Inc-a | -0.1% | — | 変化なし |
| 11 | GOOG | Alphabet Inc-cl C | -0.1% | — | 変化なし |
| 12 | CRM | Salesforce INC | -0.1% | EXIT | 全売却 |
| 13 | COIN | Coinbase Global INC -class A | -0.1% | — | 変化なし |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -26.79% | 減少 |
| 15 | ADBE | Adobe INC | -0.2% | EXIT | 全売却 |
| 16 | AMD | Advanced Micro Devices | -0.2% | -10.91% | 減少 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -0.08% | 減少 |
| 18 | MSFT | Microsoft CORP | -0.5% | +3.09% | 増加 |
| 19 | AMZN | Amazon.com INC | -0.5% | +2.66% | 増加 |
| 20 | GOOGL | Alphabet Inc-cl A | -0.7% | +2.54% | 増加 |
| 21 | NVDA | Nvidia CORP | -0.8% | -2.08% | 減少 |