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 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 8.44% | — | +16.67% | |
| 2 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 6.95% | — | +16.55% | |
| 3 | MDB | Mongodb INC | 株式-IT | 5.24% | — | +17.13% | |
| 4 | OKTA | Okta INC | 株式-IT | 5.03% | — | +17.04% | |
| 5 | ZM | Zoom Communications INC | 株式-IT | 4.92% | — | -20.79% | |
| 6 | SHOP | Shopify INC - Class A | 株式-IT | 4.83% | — | +17.64% | |
| 7 | SNAP | Snap INC - A | 株式-通信サービス | 4.55% | — | +16.73% | |
| 8 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 4.39% | — | — | |
| 9 | DOCU | Docusign INC | 株式-IT | 4.02% | — | +17.17% | |
| 10 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 3.92% | — | — | |
| 11 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 3.88% | — | +17.05% | |
| 12 | NOW | Servicenow INC | 株式-IT | 3.67% | — | +17.02% | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 3.54% | — | +17.38% | |
| 14 | RNG | Ringcentral Inc-class A | 株式-IT | 3.30% | — | +15.64% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.06% | — | +18.22% | |
| 16 | AMD | Advanced Micro Devices | 株式-IT | 2.06% | — | +22.73% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 2.06% | — | +8.46% | |
| 18 | ✓ | Beyond Meat INC | 株式-その他 | 2.01% | — | — | |
| 19 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.01% | — | — | |
| 20 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.89% | — | — | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.73% | — | +16.14% | |
| 22 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.56% | — | +15.74% | |
| 23 | ILMN | Illumina INC | 株式-ヘルスケア | 1.45% | — | +16.71% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.33% | — | +15.61% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.05% | — | +18.73% | |
| 26 | ROP | Roper Technologies INC | 株式-IT | 0.88% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | — | |
| 28 | EXR | Extra Space Storage INC | 株式-不動産 | 0.79% | — | -18.34% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.78% | — | +17.06% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.73% | — | -2.63% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.50% | — | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.49% | — | -6.25% | |
| 33 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.42% | — | — | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.35% | — | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | — | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.25% | — | -0.45% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.24% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.23% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | — | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.22% | — | — | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | — | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.21% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | — | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.18% | — | — | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | — | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.17% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.17% | — | — | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.16% | — | — | |
| 50 | ADI | Analog Devices INC | 株式-IT | 0.16% | — | — |