CIK: 0002053368
申告総資産額
$1.3億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 22.98% | +0.01% | +2.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.62% | +0.47% | +2.30% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 10.35% | -0.12% | -0.20% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.85% | -0.07% | +0.19% | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.77% | -0.53% | +2.05% | |
| 6 | HOOD | Robinhood Markets INC - A | 株式-金融 | 3.36% | -1.18% | +1.74% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.06% | -0.62% | -0.99% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.69% | +0.02% | -3.04% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.14% | -0.30% | -1.07% | |
| 10 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 1.92% | -1.92% | +13.05% | |
| 11 | AXON | Axon Enterprise INC | 株式-資本財 | 1.91% | -1.82% | -11.45% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.71% | +0.36% | -1.88% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.68% | — | -0.84% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.45% | +0.02% | +5.58% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | -0.07% | +3.28% | |
| 16 | BTCW | Wisdomtree Bitcoin Fund | ETF-暗号資産 | 1.05% | -0.19% | +12.19% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.99% | -0.03% | +0.35% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.80% | — | -3.86% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.06% | +0.58% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 0.57% | -0.56% | +763.30% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | -0.07% | +0.82% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | -0.06% | -0.52% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | — | +25.82% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | -0.73% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | — | +0.14% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.46% | — | -1.50% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.46% | — | -0.32% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.45% | — | +0.38% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.43% | — | +303.93% | |
| 30 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.40% | — | +3.81% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | -0.32% | -8.30% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +0.29% | |
| 33 | NRG | Nrg Energy INC | 株式-公益事業 | 0.34% | — | +10.06% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | — | +0.21% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.33% | -0.25% | -6.28% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.32% | — | +0.43% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | — | +1.45% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | -2.26% | |
| 39 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.29% | — | — | |
| 40 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.29% | — | +0.53% | |
| 41 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.28% | — | +1.02% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | +3.28% | |
| 43 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.27% | — | — | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.27% | — | -6.20% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.26% | — | -3.49% | |
| 46 | VST | Vistra CORP | 株式-公益事業 | 0.23% | -0.22% | +111.50% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +0.44% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.20% | — | +0.21% | |
| 49 | NOW | Servicenow INC | 株式-IT | 0.20% | -0.11% | +400.00% | |
| 50 | GE | General Electric | 株式-資本財 | 0.19% | — | +15.22% |