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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 49.97% | -38.71% | +1.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 47.64% | +0.76% | -0.66% | |
| 3 | AAPL | Apple INC | 株式-IT | 0.48% | -0.11% | +12.17% | |
| 4 | RTX | Rtx CORP | 株式-資本財 | 0.24% | +0.15% | +1.74% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | +0.07% | +0.18% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.15% | +0.12% | — | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 0.11% | +0.05% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 0.11% | -0.72% | +87.22% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | -0.70% | +98.22% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | -0.35% | +97.90% | |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.10% | -0.23% | EXIT | |
| 12 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.09% | -0.08% | EXIT | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.08% | +0.06% | +59.24% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.08% | +0.02% | -0.40% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.08% | -0.08% | EXIT | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.07% | +0.07% | +0.18% | |
| 17 | ARKB | Ark 21shares Bitcoin ETF | ETF-暗号資産 | 0.07% | — | — | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.07% | — | +1.23% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.06% | -0.30% | — | |
| 20 | HODL | Vaneck Bitcoin ETF | ETF-暗号資産 | 0.05% | — | — | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 0.05% | +0.01% | +0.60% | |
| 22 | MSTR | Strategy INC | 株式-IT | 0.04% | — | — | |
| 23 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-その他 | 0.04% | -0.08% | EXIT | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.04% | +0.02% | -21.05% |