CIK: 0001838533
申告総資産額
$1.6億
| # | 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 | ZM | Zoom Communications INC | 株式-IT | 14.28% | — | +24.93% | |
| 2 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 7.80% | — | +23.61% | |
| 3 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 6.37% | — | +24.70% | |
| 4 | SHOP | Shopify INC - Class A | 株式-IT | 6.12% | — | — | |
| 5 | OKTA | Okta INC | 株式-IT | 5.96% | — | +24.55% | |
| 6 | DOCU | Docusign INC | 株式-IT | 5.47% | — | +24.68% | |
| 7 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 5.17% | — | +24.77% | |
| 8 | MDB | Mongodb INC | 株式-IT | 4.76% | — | +24.53% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 4.60% | — | — | |
| 10 | NOW | Servicenow INC | 株式-IT | 4.55% | — | +24.48% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.28% | — | +18.44% | |
| 12 | SPLKCHF | Splunk INC | 株式-その他 | 3.72% | — | +24.74% | |
| 13 | RNG | Ringcentral Inc-class A | 株式-IT | 3.40% | — | +24.48% | |
| 14 | SNAP | Snap INC - A | 株式-通信サービス | 3.35% | — | +24.62% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.81% | — | +23.16% | |
| 16 | AMD | Advanced Micro Devices | 株式-IT | 2.48% | — | +25.10% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.36% | — | +15.71% | |
| 18 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.22% | — | +21.99% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.73% | — | +21.89% | |
| 20 | ILMN | Illumina INC | 株式-ヘルスケア | 1.71% | — | — | |
| 21 | EXR | Extra Space Storage INC | 株式-不動産 | 1.47% | — | — | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.43% | — | +18.97% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.09% | — | +16.16% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.08% | — | — | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.77% | — | -0.26% | |
| 26 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.34% | — | — | |
| 27 | INTC | Intel CORP | 株式-IT | 0.34% | — | +24.35% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.33% | — | -6.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ZM | Zoom Communications INC | +3.9% | +24.93% | 増加 |
| 2 | PTON | Peloton Interactive Inc-a | +1.6% | +23.61% | 増加 |
| 3 | AMD | Advanced Micro Devices | +0.3% | +25.10% | 増加 |
| 4 | INTC | Intel CORP | -0.2% | +24.35% | 増加 |
| 5 | ✓ | Invesco Exch Trd Slf Idx Fd | -0.2% | — | 変化なし |
| 6 | BAC | Bank Of America CORP | -0.3% | -6.40% | 減少 |
| 7 | ZTS | Zoetis INC | -0.3% | +21.99% | 増加 |
| 8 | TTD | Trade Desk Inc/the -class A | -0.4% | +24.70% | 増加 |
| 9 | XLK | Ss Technology Select Sector | -0.4% | -0.26% | 減少 |
| 10 | DOCU | Docusign INC | -0.5% | +24.68% | 増加 |
| 11 | VIG | Vanguard Dividend Apprec ETF | -0.5% | +21.89% | 増加 |
| 12 | FLOT | Ishares Floating Rate Bond E | -0.5% | +16.16% | 増加 |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.6% | +18.97% | 増加 |
| 14 | NOW | Servicenow INC | -0.6% | +24.48% | 増加 |
| 15 | VUG | Vanguard Growth ETF | -0.6% | +23.16% | 増加 |
| 16 | EXR | Extra Space Storage INC | -0.7% | — | 変化なし |
| 17 | SNAP | Snap INC - A | -0.7% | +24.62% | 増加 |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1% | +15.71% | 増加 |
| 19 | RNG | Ringcentral Inc-class A | -1.4% | +24.48% | 増加 |
| 20 | LULU | Lululemon Athletica INC | -1.5% | +24.77% | 増加 |
| 21 | MDB | Mongodb INC | -1.5% | +24.53% | 増加 |
| 22 | OKTA | Okta INC | -1.6% | +24.55% | 増加 |
| 23 | SPLKCHF | Splunk INC | -1.6% | +24.74% | 増加 |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | -1.8% | +18.44% | 増加 |
| 25 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 26 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 27 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 28 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 29 | AAPL | Apple INC | — | NEW | 新規購入 |
| 30 | LUV | Southwest Airlines Co | — | EXIT | 全売却 |