CIK: 0001802167
申告総資産額
$9.8億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.70% | -0.82% | +8.01% | |
| 2 | OKTA | Okta INC | 株式-IT | 3.01% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -6.64% | +0.25% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.13% | — | +16.27% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.04% | -0.40% | +46.20% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.84% | — | +6.53% | |
| 7 | ETSY | Etsy INC | 株式-一般消費財 | 1.79% | — | — | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 1.79% | — | +21.25% | |
| 9 | MTCH | Match Group INC | 株式-通信サービス | 1.75% | — | +31.54% | |
| 10 | ✓ | Volt Information Scien Com | 株式-その他 | 1.65% | — | -36.93% | |
| 11 | ADSK | Autodesk INC | 株式-IT | 1.65% | -0.30% | +27.40% | |
| 12 | MSCI | Msci INC | 株式-金融 | 1.57% | — | +7.23% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.50% | +7.95% | |
| 14 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.56% | — | +7.45% | |
| 15 | ROKU | Roku INC | 株式-通信サービス | 1.54% | — | +1.93% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.53% | -0.50% | +6.85% | |
| 17 | SPGI | S&p Global INC | 株式-金融 | 1.48% | — | +7.54% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | -0.34% | +7.68% | |
| 19 | TWTRUSD | Twitter INC | 株式-その他 | 1.39% | — | +945.72% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.33% | -0.38% | +8.73% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | — | — | |
| 22 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.28% | — | — | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.24% | — | +19.65% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.24% | -0.20% | +7.03% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 1.22% | — | -0.07% | |
| 26 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.21% | — | — | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 1.20% | — | — | |
| 28 | XYZ | Block INC | 株式-金融 | 1.20% | — | — | |
| 29 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.20% | — | +15.44% | |
| 30 | DBX | Dropbox Inc-class A | 株式-IT | 1.20% | — | +0.20% | |
| 31 | TWLO | Twilio INC - A | 株式-IT | 1.20% | — | — | |
| 32 | RDFN | Redfin CORP | 株式-その他 | 1.19% | — | — | |
| 33 | SNPS | Synopsys INC | 株式-IT | 1.18% | — | — | |
| 34 | SNOW | Snowflake INC | 株式-IT | 1.13% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.12% | -0.25% | +29.96% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.12% | — | +19.84% | |
| 37 | SHOP | Shopify INC - Class A | 株式-IT | 1.11% | -0.64% | -19.03% | |
| 38 | ILMN | Illumina INC | 株式-ヘルスケア | 1.11% | — | — | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 1.10% | — | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.10% | -0.21% | — | |
| 41 | Z | Zillow Group INC - C | 株式-通信サービス | 1.09% | — | +17.32% | |
| 42 | TAN | Invesco Solar ETF | ETF-その他 | 1.09% | — | — | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.09% | — | — | |
| 44 | NET | Cloudflare INC - Class A | 株式-IT | 1.08% | — | — | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.07% | -0.51% | — | |
| 46 | XPH | Ss Spdr S&p Pharma ETF | ETF-その他 | 1.05% | — | — | |
| 47 | AGNT | Agnt INC | 株式-その他 | 1.04% | — | — | |
| 48 | RACE | Ferrari N.V. | 株式-一般消費財 | 1.04% | — | — | |
| 49 | BL | Blackline INC | 株式-IT | 1.02% | — | — | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.01% | — | — |