CIK: 0002057556
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 | NVDA | Nvidia CORP | 株式-IT | 12.48% | -0.87% | +6.33% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.83% | -0.59% | -0.91% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.71% | +0.16% | +9.22% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 7.60% | -0.49% | -0.42% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.24% | -0.84% | -1.23% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 7.02% | -3.67% | -1.82% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.67% | -0.58% | -8.70% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.69% | -0.39% | +2.50% | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 2.69% | +0.37% | +12.53% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.51% | — | -4.71% | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.39% | -0.15% | +1.45% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.26% | +0.05% | -6.33% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.91% | — | -2.03% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.73% | +0.38% | -0.90% | |
| 15 | GE | General Electric | 株式-資本財 | 1.72% | -0.39% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.68% | +0.43% | -1.02% | |
| 17 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.64% | — | -1.00% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.53% | +3.97% | +454.03% | |
| 19 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.49% | +0.66% | +8.94% | |
| 20 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.27% | +0.58% | — | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.23% | -0.12% | -5.87% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.09% | +0.56% | +1.61% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.12% | +4.61% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.87% | -0.37% | EXIT | |
| 25 | GEV | GE Vernova INC | 株式-資本財 | 0.77% | +0.20% | -11.86% | |
| 26 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.77% | — | — | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | -0.21% | — | |
| 28 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.68% | -0.10% | -14.29% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | — | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.60% | -0.11% | — | |
| 31 | U | Unity Software INC | 株式-IT | 0.59% | — | -39.05% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | -0.09% | — | |
| 33 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.56% | — | — | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | — | -21.99% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -9.90% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +23.32% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.13% | — | |
| 38 | SMCI | Super Micro Computer INC | 株式-IT | 0.41% | — | — | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.40% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | — | |
| 41 | IYF | Ishares US Financials ETF | ETF-その他 | 0.36% | — | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.36% | +0.07% | — | |
| 43 | ANET | Arista Networks INC | 株式-IT | 0.34% | — | — | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | +0.03% | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | — | |
| 46 | FQAL | Fidelity Quality Factor ETF | ETF-その他 | 0.32% | — | — | |
| 47 | PANW | Palo Alto Networks INC | 株式-IT | 0.32% | — | — | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.31% | -0.11% | — | |
| 49 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.29% | +0.03% | -39.91% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.29% | +0.47% | -6.23% |