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 | 51.49% | -11.77% | -0.82% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.15% | -0.81% | +0.79% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.79% | -0.73% | +3.05% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.35% | -0.74% | -0.91% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 5.13% | +0.04% | -1.90% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.76% | -0.70% | +0.92% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.65% | -0.57% | +0.92% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.07% | +0.01% | +4.12% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 1.59% | -0.83% | +2.72% | |
| 10 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.41% | — | +2.16% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 1.21% | — | -13.51% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.14% | -0.06% | +32.74% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.11% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | +0.63% | -0.66% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.02% | -0.18% | +24.28% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.77% | — | -0.12% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.71% | — | +12.86% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.68% | — | +5.88% | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 0.64% | — | -10.29% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | — | +14.30% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | -1.17% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | — | — | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.32% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | +0.41% | -4.25% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | — | — | |
| 26 | JXN | Jackson Financial Inc-a | 株式-金融 | 0.23% | — | — | |
| 27 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.19% | — | — | |
| 28 | CMF | Ishares California Muni Bond | ETF-その他 | 0.17% | — | — | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.17% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | -58.66% | |
| 31 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 0.12% | — | — | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.11% | — | — | |
| 33 | AIG | American International Group | 株式-金融 | 0.11% | — | — | |
| 34 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.10% | — | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.09% | — | +0.22% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.08% | — | — | |
| 37 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.08% | — | — | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.07% | — | -9.17% | |
| 39 | DELL | Dell Technologies -c | 株式-IT | 0.07% | — | — | |
| 40 | APP | Applovin Corp-class A | 株式-IT | 0.06% | — | — | |
| 41 | IVES | Dan Wedbush Ai Rev ETF | ETF-その他 | 0.06% | — | — | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.06% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.06% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.06% | — | — | |
| 45 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.06% | — | — | |
| 46 | WDC | Western Digital CORP | 株式-IT | 0.06% | — | — |