CIK: 0001842665
申告総資産額
$4.6億
| # | 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 | TSLA | Tesla INC | 株式-一般消費財 | 43.77% | -2.26% | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.18% | -0.18% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.96% | -0.94% | — | |
| 4 | AEHR | Aehr Test Systems | 株式-その他 | 5.44% | -2.73% | — | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.48% | +1.34% | — | |
| 6 | BE | Bloom Energy Corp- A | 株式-資本財 | 4.36% | -3.06% | EXIT | |
| 7 | ARRY | Array Technologies INC | 株式-その他 | 4.32% | — | — | |
| 8 | LMND | Lemonade INC | 株式-金融 | 4.10% | -1.88% | — | |
| 9 | LOVE | Lovesac Co/the | 株式-その他 | 3.29% | — | — | |
| 10 | ✓ | Playa Hotels & Resorts NV | 株式-その他 | 2.10% | — | — | |
| 11 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.01% | -0.02% | — | |
| 12 | CADE | Cadence Bank | 株式-その他 | 1.93% | -0.96% | EXIT | |
| 13 | AAPL | Apple INC | 株式-IT | 1.70% | -0.16% | — | |
| 14 | ALB | Albemarle CORP | 株式-素材 | 1.34% | — | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.09% | -0.01% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | -0.27% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.06% | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | -0.02% | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.71% | -0.01% | — | |
| 20 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.45% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | -0.21% | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | +0.05% | — | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.25% | -0.01% | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | +1.43% | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | -0.02% | — | |
| 27 | GE | General Electric | 株式-資本財 | 0.15% | -0.01% | — | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.15% | — | — | |
| 29 | ACN | Accenture plc | 株式-IT | 0.14% | — | — |