CIK: 0001873973
申告総資産額
$1.7億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 39.58% | -2.54% | -94.26% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 27.93% | -4.89% | +5.65% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.83% | +0.08% | — | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.82% | +0.28% | NEW | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.64% | -0.05% | -42.16% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.45% | — | — | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 3.50% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 3.42% | +0.39% | — | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.07% | +0.19% | +1328.04% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.09% | +0.23% | — | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.94% | — | — | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.93% | — | +278.31% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 0.41% | — | — | |
| 14 | AVGO | Broadcom INC | 株式-IT | 0.26% | +0.10% | — | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.13% | +0.32% | +18.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +4.8% | NEW | 新規購入 |
| 2 | UNH | Unitedhealth Group INC | +4.8% | NEW | 新規購入 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +4.5% | NEW | 新規購入 |
| 4 | UNP | Union Pacific CORP | +3.5% | NEW | 新規購入 |
| 5 | AAPL | Apple INC | +3.4% | NEW | 新規購入 |
| 6 | META | Meta Platforms Inc-class A | +2.9% | +1328.04% | 増加 |
| 7 | FTSM | First Trust Enh Short Mat Fd | +1.6% | +5.65% | 増加 |
| 8 | TSLA | Tesla INC | +1.1% | NEW | 新規購入 |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | +0.9% | NEW | 新規購入 |
| 10 | VT | Vanguard Tot World Stk ETF | +0.7% | +278.31% | 増加 |
| 11 | ORCL | Oracle CORP | +0.4% | NEW | 新規購入 |
| 12 | AVGO | Broadcom INC | +0.3% | NEW | 新規購入 |
| 13 | CMG | Chipotle Mexican Grill INC | -0.1% | EXIT | 全売却 |
| 14 | NFLX | Netflix INC | -0.3% | EXIT | 全売却 |
| 15 | NVDA | Nvidia CORP | -0.6% | +18.52% | 増加 |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | -1.4% | -94.26% | 減少 |
| 17 | MU | Micron Technology INC | -1.6% | EXIT | 全売却 |
| 18 | GLD | Spdr Gold Shares | -2.2% | -42.16% | 減少 |
| 19 | GOOG | Alphabet Inc-cl C | -3.1% | EXIT | 全売却 |
| 20 | GOOGL | Alphabet Inc-cl A | -3.2% | EXIT | 全売却 |
| 21 | QCOM | Qualcomm INC | -3.3% | EXIT | 全売却 |
| 22 | DBA | Invesco Db Agriculture Fund | -6.1% | EXIT | 全売却 |
| 23 | DBB | Invesco Db Base Metals Fund | -7.1% | EXIT | 全売却 |