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 | 55.09% | -11.77% | +2.94% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.71% | -0.70% | +0.33% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.46% | -0.57% | +1.26% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.31% | +0.04% | +3.11% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.24% | -0.73% | -4.54% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.53% | -0.74% | +0.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.21% | -0.81% | +1.96% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 2.55% | -0.83% | +2.96% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.52% | +0.01% | +1.59% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 1.53% | — | -2.48% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | — | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.89% | — | -6.30% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | +0.63% | +5.47% | |
| 14 | AIG | American International Group | 株式-金融 | 0.53% | — | — | |
| 15 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.48% | — | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | — | -66.79% | |
| 17 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.44% | — | -24.59% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | +0.33% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | +0.41% | — | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.30% | -0.18% | -7.52% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | -1.92% | |
| 22 | PANW | Palo Alto Networks INC | 株式-IT | 0.23% | — | — | |
| 23 | JXN | Jackson Financial Inc-a | 株式-金融 | 0.21% | — | — | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.19% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | — | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.13% | — | -26.51% | |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 0.13% | — | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | — | -7.72% | |
| 29 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.12% | — | — | |
| 30 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.11% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.10% | -0.06% | +14.85% | |
| 32 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.10% | — | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | -8.89% | |
| 34 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.08% | — | — | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.07% | — | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.07% | — | — | |
| 37 | NVTS | Navitas Semiconductor CORP | 株式-その他 | 0.02% | — | — |