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 | 54.65% | -2.26% | -4.88% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 16.24% | -0.94% | +20.61% | |
| 3 | LMND | Lemonade INC | 株式-金融 | 4.39% | -1.88% | -60.55% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.24% | -0.18% | +24.59% | |
| 5 | AEHR | Aehr Test Systems | 株式-その他 | 3.08% | -2.73% | -9.14% | |
| 6 | CADL | Candel Therapeutics INC | 株式-その他 | 2.42% | +0.04% | +123.73% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.15% | +1.34% | +16.60% | |
| 8 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.76% | — | +5.10% | |
| 9 | CADE | Cadence Bank | 株式-その他 | 1.44% | -0.96% | EXIT | |
| 10 | ARRY | Array Technologies INC | 株式-その他 | 1.36% | — | +17.92% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.33% | -0.16% | +2.59% | |
| 12 | ✓ | Playa Hotels & Resorts NV | 株式-その他 | 1.29% | — | -0.20% | |
| 13 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | -0.02% | +1.74% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | -0.27% | — | |
| 15 | LOVE | Lovesac Co/the | 株式-その他 | 0.76% | — | -0.27% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | -0.01% | -11.14% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.06% | +13.62% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | -0.01% | -23.38% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.33% | -0.01% | +0.36% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | -0.02% | -52.71% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | +1.43% | — | |
| 22 | MAIA | Maia Biotechnology INC | 株式-その他 | 0.20% | — | -36.07% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | — | |
| 24 | CMI | Cummins INC | 株式-資本財 | 0.15% | +0.01% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | -0.21% | -4.97% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | -0.02% | -3.65% | |
| 28 | GE | General Electric | 株式-資本財 | 0.13% | -0.01% | — | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.11% | -0.01% | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | +0.05% | -0.91% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | +0.02% | — | |
| 32 | ACN | Accenture plc | 株式-IT | 0.08% | — | — |