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 | MSFT | Microsoft CORP | 株式-IT | 23.58% | -6.64% | +1.10% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.58% | -0.82% | +4.51% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.28% | -0.50% | +15.00% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.26% | — | +11.56% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.13% | -0.40% | +23.00% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.10% | — | +26.59% | |
| 7 | NFLX | Netflix INC | 株式-通信サービス | 2.09% | — | +0.05% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.08% | -0.60% | +6.35% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.88% | — | -7.87% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.87% | -0.89% | +8.22% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.75% | -0.90% | — | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.75% | -0.25% | -6.39% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.59% | -0.20% | +6.05% | |
| 14 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.36% | -0.36% | +4.47% | |
| 15 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.34% | -0.84% | -20.80% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.31% | -0.21% | +23.52% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.28% | -0.52% | +1.94% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | -0.51% | +29.51% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.18% | — | +0.19% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.18% | -1.02% | -3.60% | |
| 21 | SHOP | Shopify INC - Class A | 株式-IT | 1.17% | -0.64% | +15.91% | |
| 22 | ANET | Arista Networks INC | 株式-IT | 1.16% | — | +23.65% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.34% | +8.28% | |
| 24 | PANW | Palo Alto Networks INC | 株式-IT | 1.13% | — | +17.68% | |
| 25 | NOW | Servicenow INC | 株式-IT | 1.12% | -0.46% | +7.40% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.08% | — | +7.83% | |
| 27 | UBER | Uber Technologies INC | 株式-資本財 | 1.05% | — | — | |
| 28 | TMUS | T-mobile US INC | 株式-通信サービス | 1.02% | -0.75% | +39.70% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.01% | -0.38% | +53.00% | |
| 30 | PGR | Progressive CORP | 株式-金融 | 1.00% | -0.45% | +1717.55% | |
| 31 | FICO | Fair Isaac CORP | 株式-IT | 1.00% | -0.47% | +9.32% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | -0.86% | +9.85% | |
| 33 | RMD | Resmed INC | 株式-ヘルスケア | 0.98% | — | +5.58% | |
| 34 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.96% | — | +6.70% | |
| 35 | DHI | Dr Horton INC | 株式-一般消費財 | 0.95% | — | +26.83% | |
| 36 | ADSK | Autodesk INC | 株式-IT | 0.94% | -0.30% | +7.16% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.89% | -0.50% | +46.32% | |
| 38 | CPRT | Copart INC | 株式-資本財 | 0.85% | — | +26.51% | |
| 39 | MSCI | Msci INC | 株式-金融 | 0.84% | — | +7.89% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.72% | — | +2.49% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.72% | -0.07% | -1.59% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.70% | — | +0.22% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.68% | -0.70% | -32.93% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.68% | — | +1.54% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.62% | -0.70% | EXIT | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.59% | — | -0.85% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | — | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.49% | — | +0.53% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.48% | — | +1.19% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | -0.07% | +0.16% |