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 | 89.77% | +0.12% | — | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.44% | — | — | |
| 3 | RBLX | Roblox CORP -class A | 株式-通信サービス | 1.82% | -0.01% | +69.28% | |
| 4 | PDCEUSD | Pdc Energy INC | 株式-その他 | 1.71% | — | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | — | — | |
| 6 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.52% | -0.01% | +122.77% | |
| 7 | PANW | Palo Alto Networks INC | 株式-IT | 0.35% | — | — | |
| 8 | WDAY | Workday Inc-class A | 株式-IT | 0.27% | -0.02% | — | |
| 9 | UBER | Uber Technologies INC | 株式-資本財 | 0.24% | — | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | — | — | |
| 11 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.22% | — | — | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | — | -16.09% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 0.13% | — | +27.86% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.11% | — | +20.03% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.10% | +0.01% | +33.92% | |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.08% | — | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.08% | +0.01% | +3.02% | |
| 18 | LII | Lennox International INC | 株式-資本財 | 0.08% | — | — | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.07% | — | +82.00% | |
| 20 | OKTA | Okta INC | 株式-IT | 0.07% | — | -4.85% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.07% | +0.01% | -1.97% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.07% | — | -20.07% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.06% | — | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.06% | — | +22.30% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.06% | -0.02% | +21.25% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.05% | — | +2.12% | |
| 27 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.05% | — | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.04% | — | +4.59% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.04% | — | — | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.04% | -0.01% | EXIT | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.04% | — | — | |
| 32 | EBAY | Ebay INC | 株式-一般消費財 | 0.04% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.04% | — | -33.99% | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.03% | — | — | |
| 35 | RMD | Resmed INC | 株式-ヘルスケア | 0.03% | — | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.03% | — | — | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.02% | — | +32.13% | |
| 38 | IQLT | Ishares Msci International Q | ETF-その他 | 0.02% | -0.01% | EXIT | |
| 39 | SIGI | Selective Insurance Group | 株式-金融 | 0.02% | — | -13.05% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.02% | -0.02% | EXIT | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.02% | — | — | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.02% | — | EXIT | |
| 43 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.02% | — | — | |
| 44 | DCOM | Dime Commercial Bancshares I | 株式-その他 | 0.02% | — | — | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.02% | — | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.02% | — | +0.84% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.02% | — | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.02% | — | — |