CIK: 0001535839
申告総資産額
$39.2億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 88.84% | +0.12% | -7.10% | |
| 2 | WDAY | Workday Inc-class A | 株式-IT | 3.43% | -0.02% | -2.44% | |
| 3 | PANW | Palo Alto Networks INC | 株式-IT | 1.07% | — | -16.13% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | +0.01% | — | |
| 5 | LII | Lennox International INC | 株式-資本財 | 0.97% | — | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | +0.01% | +8.59% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | -12.84% | |
| 9 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.44% | — | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | +6.60% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.34% | — | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.23% | — | -20.51% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.21% | — | -5.00% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.18% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.17% | — | +10.27% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.16% | — | — | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.15% | -0.01% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KBWB | Invesco Kbw Bank ETF | +0.4% | — | 変化なし |
| 2 | WDAY | Workday Inc-class A | +0.2% | -2.44% | 減少 |
| 3 | EFA | Ishares Msci Eafe ETF | 0% | +10.27% | 増加 |
| 4 | IJH | Ishares Core S&p Midcap ETF | — | +8.59% | 増加 |
| 5 | IJR | Ishares Core S&p Small-cap E | — | +6.60% | 増加 |
| 6 | VHT | Vanguard Health Care ETF | — | — | 変化なし |
| 7 | LII | Lennox International INC | 0% | — | 変化なし |
| 8 | IEFA | Ishares Core Msci Eafe ETF | 0% | -5.00% | 減少 |
| 9 | IWV | Ishares Russell 3000 ETF | -0.1% | -20.51% | 減少 |
| 10 | VUG | Vanguard Growth ETF | -0.1% | -12.84% | 減少 |
| 11 | META | Meta Platforms Inc-class A | -0.2% | — | 変化なし |
| 12 | PANW | Palo Alto Networks INC | -0.2% | -16.13% | 減少 |
| 13 | NVDA | Nvidia CORP | -1.2% | -7.10% | 減少 |
| 14 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 15 | VGK | Vanguard Ftse Europe ETF | — | EXIT | 全売却 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 17 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新規購入 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 19 | SCZ | Ishares Msci Eafe Small-cap | — | NEW | 新規購入 |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | 新規購入 |