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 | 84.97% | +0.12% | -0.02% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.12% | — | -10.94% | |
| 3 | PDCEUSD | Pdc Energy INC | 株式-その他 | 3.09% | — | — | |
| 4 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.94% | -0.01% | +65.55% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.94% | — | -29.90% | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 0.54% | — | — | |
| 7 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.38% | — | +4.29% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | — | — | |
| 9 | WDAY | Workday Inc-class A | 株式-IT | 0.34% | -0.02% | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | +545.01% | |
| 11 | UBER | Uber Technologies INC | 株式-資本財 | 0.29% | — | — | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.28% | — | — | |
| 13 | LII | Lennox International INC | 株式-資本財 | 0.20% | — | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 0.17% | — | — | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.16% | — | — | |
| 16 | OKTA | Okta INC | 株式-IT | 0.14% | — | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | +0.01% | -28.83% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.13% | +0.01% | -9.14% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.12% | — | +21.40% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.11% | +0.01% | +0.37% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | — | +1555.56% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.10% | — | +7.91% | |
| 23 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.09% | — | — | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.09% | — | +0.12% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.09% | -0.02% | +9.84% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.08% | — | +0.51% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.08% | — | -23.16% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.07% | — | — | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.07% | -0.01% | EXIT | |
| 30 | EBAY | Ebay INC | 株式-一般消費財 | 0.07% | — | — | |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.06% | — | -34.14% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.05% | — | -14.23% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.05% | — | — | |
| 34 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.04% | — | — | |
| 35 | SIGI | Selective Insurance Group | 株式-金融 | 0.04% | — | -9.72% | |
| 36 | IQLT | Ishares Msci International Q | ETF-その他 | 0.04% | -0.01% | EXIT | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.04% | -0.02% | EXIT | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.03% | — | — | |
| 39 | RMD | Resmed INC | 株式-ヘルスケア | 0.03% | — | — |