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 | 55.46% | -11.77% | +4.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.79% | -0.73% | +2.97% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.65% | -0.70% | +2.63% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.65% | -0.57% | +6.30% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.36% | -0.74% | -0.30% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.15% | -0.81% | +4.62% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 4.04% | +0.04% | -22.51% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.20% | +0.01% | +28.14% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 1.96% | -0.83% | +15.33% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.66% | — | — | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 1.57% | — | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +1.06% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.08% | — | -1.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | +0.63% | +2.35% | |
| 15 | AIG | American International Group | 株式-金融 | 0.61% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | +0.41% | +2.39% | |
| 17 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.36% | — | — | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | +1.96% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | — | +39.16% | |
| 20 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.33% | — | -23.50% | |
| 21 | JXN | Jackson Financial Inc-a | 株式-金融 | 0.23% | — | — | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.22% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | — | |
| 24 | PANW | Palo Alto Networks INC | 株式-IT | 0.21% | — | +4.88% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.21% | -0.18% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.20% | — | — | |
| 27 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.14% | — | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.13% | — | -84.48% | |
| 29 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.11% | — | — | |
| 30 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.10% | — | -12.28% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.10% | — | -1.20% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.09% | — | — | |
| 33 | AHCO | Adapthealth CORP | 株式-その他 | 0.08% | — | — | |
| 34 | SPWR | Sunpower INC | 株式-その他 | 0.08% | — | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.08% | -0.06% | — | |
| 36 | NVTS | Navitas Semiconductor CORP | 株式-その他 | 0.01% | — | — |