CIK: 0001802952
申告総資産額
$2.2億
上位200銘柄を表示中（全354銘柄）
| # | 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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.50% | -0.11% | -1.76% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.26% | +0.40% | +6.09% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.45% | +0.26% | +12.55% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.86% | -2.53% | -0.29% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.46% | -0.60% | -2.94% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.33% | +0.01% | +3.08% | |
| 7 | ETN | Eaton Corporation plc | 株式-資本財 | 3.21% | +1.06% | +11.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.79% | +0.64% | +2.16% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 2.78% | +0.07% | +7.58% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.42% | -1.02% | -2.50% | |
| 11 | SWVXX | Schwa Prime Adv Money Fd-inv | 株式-その他 | 2.40% | +1.29% | +8.22% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.34% | — | +20.51% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.28% | +0.04% | +0.78% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.25% | +0.90% | +6.96% | |
| 15 | B 0 11-13-25 | Treasury Bill | 株式-素材 | 2.24% | — | — | |
| 16 | B 0 12-26-25 | Treasury Bill | 株式-素材 | 2.01% | — | — | |
| 17 | ORCL | Oracle CORP | 株式-IT | 2.00% | -0.15% | -19.11% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.90% | — | +162.48% | |
| 19 | RPM | Rpm International INC | 株式-素材 | 1.89% | — | -0.62% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.89% | — | -0.10% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.88% | -0.18% | +1.92% | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 1.76% | — | +0.34% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.76% | +0.41% | -1.25% | |
| 24 | AXP | American Express Co | 株式-金融 | 1.57% | -0.14% | -3.90% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.52% | — | -4.16% | |
| 26 | B 0 10-30-25 | Treasury Bill | 株式-素材 | 1.50% | — | — | |
| 27 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 1.48% | -1.30% | +0.11% | |
| 28 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.35% | — | +63.00% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.32% | — | — | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.30% | +1.94% | -3.73% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.28% | — | -3.09% | |
| 32 | NOW | Servicenow INC | 株式-IT | 1.20% | — | -4.54% | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 1.14% | -1.08% | +148.47% | |
| 34 | B 0 10-23-25 | Treasury Bill | 株式-素材 | 1.01% | — | — | |
| 35 | UL | Unilever PLC | 株式-生活必需品 | 0.98% | — | -9.77% | |
| 36 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.98% | — | -1.98% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.83% | -0.14% | -1.63% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.80% | +0.64% | -6.19% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.77% | -0.13% | -14.87% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.12% | -9.10% | |
| 41 | RH | Rh | 株式-一般消費財 | 0.73% | — | +4.07% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.71% | -0.10% | +64.03% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.64% | — | -15.12% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.62% | — | — | |
| 45 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 0.56% | — | +43.37% | |
| 46 | B 0 12-04-25 | Treasury Bill | 株式-素材 | 0.53% | — | +2766.67% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.51% | +0.86% | -0.66% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | — | +1.19% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | — | -14.11% | |
| 50 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.47% | -0.37% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +6.09% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +1.5% | -1.76% | 増加 |
| 3 | IWM | Ishares Russell 2000 ETF | +1.5% | +162.48% | 増加 |
| 4 | SCHX | Schwab US Large-cap ETF | +1.1% | -2.50% | 増加 |
| 5 | MSFT | Microsoft CORP | +1% | -0.29% | 増加 |
| 6 | PANW | Palo Alto Networks INC | +0.9% | +148.47% | 増加 |
| 7 | SCHV | Schwab US Large-cap Value | +0.9% | -2.94% | 増加 |
| 8 | ETN | Eaton Corporation plc | +0.7% | +11.64% | 増加 |
| 9 | ORCL | Oracle CORP | +0.6% | -19.11% | 減少 |
| 10 | HACK | Amplify Cybersecurity ETF | +0.4% | +0.11% | 増加 |
| 11 | SCHA | Schwab US Small-cap ETF | +0.4% | +20.51% | 増加 |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | +0.78% | 増加 |
| 13 | XLI | Ss Industrial Select Sector | +0.3% | +64.03% | 増加 |
| 14 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.3% | +43.37% | 増加 |
| 15 | DKNG | Draftkings Inc-cl A | +0.2% | -1.98% | 増加 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.92% | 増加 |
| 17 | GS | Goldman Sachs Group INC | +0.2% | +0.34% | 減少 |
| 18 | ITA | Ishares U.s. Aerospace & Def | +0.1% | -3.09% | 減少 |
| 19 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +63.00% | 増加 |
| 20 | XLF | Ss Financial Select Sector | -0.2% | +7.58% | 増加 |
| 21 | AAPL | Apple INC | -0.3% | +12.55% | 減少 |
| 22 | FLUT | Flutter Entertainment plc | -0.4% | -4.14% | 減少 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | +2.16% | 減少 |
| 24 | AVGO | Broadcom INC | -0.8% | -15.12% | 減少 |
| 25 | SWVXX | Schwa Prime Adv Money Fd-inv | -1.6% | +8.22% | 減少 |
| 26 | SCHG | Schwab US Large-cap Growth | -1.9% | -3.73% | 減少 |
| 27 | B 0 05-22-25 | Treasury Bill | — | EXIT | 全売却 |
| 28 | B 0 11-13-25 | Treasury Bill | — | NEW | 新規購入 |
| 29 | B 0 12-26-25 | Treasury Bill | — | NEW | 新規購入 |
| 30 | B 0 10-30-25 | Treasury Bill | — | NEW | 新規購入 |
| 31 | B 0 04-17-25 | Treasury Bill | — | EXIT | 全売却 |
| 32 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 33 | B 0 06-12-25 | Treasury Bill | — | EXIT | 全売却 |
| 34 | B 0 10-23-25 | Treasury Bill | — | NEW | 新規購入 |
| 35 | B 0 06-20-25 | Treasury Bill | — | EXIT | 全売却 |
| 36 | B 0 05-06-25 | Treasury Bill | — | EXIT | 全売却 |
| 37 | B 0 06-10-25 | Treasury Bill | — | EXIT | 全売却 |
| 38 | B 0 04-10-25 | Treasury Bill | — | EXIT | 全売却 |
| 39 | SLG | Sl Green Realty CORP | — | EXIT | 全売却 |
| 40 | IAK | Ishares U.s. Insurance ETF | — | EXIT | 全売却 |
| 41 | B 0 12-04-25 | Treasury Bill | — | NEW | 新規購入 |
| 42 | B 0 04-24-25 | Treasury Bill | — | EXIT | 全売却 |
| 43 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新規購入 |
| 44 | B 0 06-05-25 | Treasury Bill | — | EXIT | 全売却 |
| 45 | B 0 10-21-25 | Treasury Bill | — | NEW | 新規購入 |
| 46 | T 4.25 05-31-25 | US Treasury N/b | — | EXIT | 全売却 |
| 47 | B 0 11-12-25 | Treasury Bill | — | NEW | 新規購入 |
| 48 | B 0 06-26-25 | Treasury Bill | — | EXIT | 全売却 |
| 49 | IYF | Ishares US Financials ETF | — | NEW | 新規購入 |
| 50 | B 0 07-08-25 | Treasury Bill | — | EXIT | 全売却 |