CIK: 0001779453
申告総資産額
$3.8億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 18.07% | — | +0.35% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 12.40% | — | +2.62% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.10% | — | +5.48% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 8.90% | — | +1.78% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.71% | — | +0.26% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.25% | — | +1.29% | |
| 7 | ✓ | Lucira Health INC | 株式-その他 | 7.17% | — | +0.71% | |
| 8 | AMAT | Applied Materials, Inc. | 株式-IT | 4.35% | — | +0.06% | |
| 9 | APP | Applovin Corp-class A | 株式-IT | 3.08% | — | -12.78% | |
| 10 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.76% | — | +1.97% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.51% | — | +0.31% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.27% | — | +5.21% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.51% | — | +0.48% | |
| 14 | QNCX | Quince Therapeutics, Inc. | 株式-その他 | 1.35% | — | -37.21% | |
| 15 | DDOG | Datadog INC - Class A | 株式-IT | 0.86% | — | +27.82% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | — | +0.18% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +0.40% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | +0.50% | |
| 19 | ABCL | Abcellera Biologics INC | 株式-その他 | 0.42% | — | -21.59% | |
| 20 | SNOW | Snowflake INC | 株式-IT | 0.41% | — | -10.36% | |
| 21 | CRM | Salesforce INC | 株式-IT | 0.41% | — | — | |
| 22 | ENVX | Enovix CORP | 株式-その他 | 0.38% | — | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.35% | — | +0.50% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.31% | — | +0.44% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.27% | — | — | |
| 26 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 0.26% | — | +0.60% | |
| 27 | OWLT | Owlet, Inc. | 株式-その他 | 0.25% | — | -45.77% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.22% | — | +1.37% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.22% | — | — | |
| 30 | TOST | Toast Inc-class A | 株式-IT | 0.21% | — | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.18% | — | -1.49% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.17% | — | +0.48% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.15% | — | +0.43% | |
| 34 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.15% | — | — | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.15% | — | +0.39% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | -0.06% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.14% | — | +0.50% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.14% | — | +0.36% | |
| 39 | CXM | Sprinklr Inc-a | 株式-その他 | 0.14% | — | — | |
| 40 | OPEN | Opendoor Technologies INC | 株式-不動産 | 0.12% | — | -27.37% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.11% | — | +0.51% | |
| 42 | VAW | Vanguard Materials ETF | ETF-その他 | 0.11% | — | — | |
| 43 | NEXI1EUR | Neximmune INC | 株式-その他 | 0.11% | — | — | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.11% | — | — | |
| 45 | HIMS | Hims & Hers Health INC | 株式-ヘルスケア | 0.04% | — | — | |
| 46 | NU | Nu Holdings Ltd. | 株式-金融 | 0.02% | — | -23.53% |