CIK: 0002011751
申告総資産額
$3.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 57.48% | +0.76% | +18.03% | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 24.99% | -0.07% | EXIT | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 15.72% | +0.12% | +1.28% | |
| 4 | AAPL | Apple INC | 株式-IT | 0.47% | -0.11% | -0.94% | |
| 5 | RTX | Rtx CORP | 株式-資本財 | 0.27% | +0.15% | -34.97% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | +0.07% | +7.79% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.11% | +0.07% | +0.18% | |
| 8 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-その他 | 0.10% | -0.08% | EXIT | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.10% | +0.02% | -4.44% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.09% | — | +0.88% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.08% | -0.72% | -5.32% | |
| 12 | SQQQ | ProShares UltraPro Short QQQ | 株式-その他 | 0.08% | — | +211.32% | |
| 13 | TXN | Texas Instruments INC | 株式-IT | 0.06% | +0.01% | +0.61% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.06% | -0.70% | -8.98% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.06% | +0.06% | — | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.06% | -0.35% | +2.56% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.05% | +0.02% | +6.13% |