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 | 71.63% | -38.71% | +0.03% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 21.06% | +9.56% | +6.48% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.16% | -0.11% | +6.17% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 0.83% | +0.06% | +23.02% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.72% | +26.71% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.35% | +14.68% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.70% | +20.38% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | +0.76% | +0.29% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.53% | -0.30% | +34.73% | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.49% | -0.23% | EXIT | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 0.27% | +0.15% | -9.92% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | +0.07% | -6.54% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | +0.05% | +15.72% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.10% | +0.07% | +0.18% | |
| 15 | MSTR | Strategy INC | 株式-IT | 0.08% | — | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.08% | +0.04% | +0.99% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.08% | -0.07% | EXIT | |
| 18 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-その他 | 0.07% | -0.08% | EXIT | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 0.07% | +0.01% | +0.71% | |
| 20 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.07% | -0.08% | EXIT | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.06% | -0.08% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.06% | +0.02% | — | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.06% | +0.02% | -4.51% | |
| 24 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.06% | -0.05% | EXIT | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.05% | -0.06% | EXIT | |
| 26 | RKLB | Rocket Lab CORP | 株式-資本財 | 0.05% | -0.08% | EXIT | |
| 27 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.05% | — | — |