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 | 7.08% | — | +11.06% | |
| 2 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 6.49% | — | +12.57% | |
| 3 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 6.45% | — | +9.49% | |
| 4 | SNAP | Snap INC - A | 株式-通信サービス | 5.44% | — | +12.42% | |
| 5 | SHOP | Shopify INC - Class A | 株式-IT | 5.44% | — | +13.16% | |
| 6 | ZM | Zoom Communications INC | 株式-IT | 5.34% | — | +11.85% | |
| 7 | OKTA | Okta INC | 株式-IT | 5.00% | — | +12.49% | |
| 8 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 4.62% | — | +12.76% | |
| 9 | MDB | Mongodb INC | 株式-IT | 4.48% | — | +12.49% | |
| 10 | DOCU | Docusign INC | 株式-IT | 4.21% | — | +12.90% | |
| 11 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 3.92% | — | +12.46% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 3.92% | — | +12.48% | |
| 13 | NOW | Servicenow INC | 株式-IT | 3.82% | — | +12.60% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.81% | — | +22.45% | |
| 15 | RNG | Ringcentral Inc-class A | 株式-IT | 2.96% | — | +12.15% | |
| 16 | U | Unity Software INC | 株式-IT | 2.73% | — | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 2.59% | — | +21.77% | |
| 18 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.07% | — | +12.05% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.07% | — | +17.46% | |
| 20 | AMD | Advanced Micro Devices | 株式-IT | 2.00% | — | +11.30% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.72% | — | +21.94% | |
| 22 | ILMN | Illumina INC | 株式-ヘルスケア | 1.72% | — | +12.26% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.18% | — | +17.15% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.96% | — | +20.96% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.65% | — | -5.68% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | — | +3.49% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.52% | — | +20.23% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | -35.88% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.40% | — | -26.66% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.38% | — | +3.58% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.31% | — | +35.08% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | — | -11.85% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | — | -6.65% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.27% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | -13.34% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | -3.16% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.20% | — | +8.00% | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.20% | — | -7.29% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.20% | — | -3.85% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | — | +7.17% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.18% | — | -14.71% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.16% | — | +19.93% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.16% | — | — | |
| 44 | ADI | Analog Devices INC | 株式-IT | 0.16% | — | -7.03% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.15% | — | +4.71% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.15% | — | -26.07% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.15% | — | -12.72% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | — | -19.31% | |
| 49 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.15% | — | -92.34% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | -12.35% |