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 | 12.03% | -0.87% | -0.53% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 9.16% | +0.16% | +3.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.81% | -0.84% | -0.14% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.65% | -0.59% | -8.12% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.20% | +3.97% | +61.34% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 5.94% | -3.67% | -5.11% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.41% | -0.49% | -3.72% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.62% | — | -2.50% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.41% | -0.58% | -3.23% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 3.40% | +0.37% | +14.07% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.24% | -0.39% | +1.88% | |
| 12 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.50% | -0.15% | +3.88% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.22% | +0.05% | +3.10% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.94% | +0.38% | +1.29% | |
| 15 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.79% | +0.66% | +5.02% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | +0.43% | -31.09% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.70% | — | -4.52% | |
| 18 | GE | General Electric | 株式-資本財 | 1.66% | -0.39% | -2.85% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.54% | +0.56% | +0.08% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.50% | -0.21% | +6.71% | |
| 21 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.11% | +0.58% | — | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.94% | -0.12% | — | |
| 23 | JOBY | Joby Aviation, Inc. | 株式-資本財 | 0.82% | — | +87.90% | |
| 24 | GEV | GE Vernova INC | 株式-資本財 | 0.81% | +0.20% | +0.21% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.70% | +0.76% | +32.38% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.12% | -19.06% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.63% | -0.11% | -9.45% | |
| 28 | CRWV | Coreweave Inc-cl A | 株式-IT | 0.55% | +0.29% | +37.98% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | — | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | +0.21% | |
| 31 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.50% | — | -0.47% | |
| 32 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.49% | -0.10% | +9.09% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.13% | +1.55% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | -25.89% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.37% | -0.37% | EXIT | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.37% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | -0.09% | +0.90% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.33% | +0.47% | — | |
| 40 | IYF | Ishares US Financials ETF | ETF-その他 | 0.33% | — | — | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | -0.08% | +4.47% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | +2.39% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.29% | -0.11% | — | |
| 44 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.29% | +0.03% | -9.27% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.03% | -32.71% | |
| 46 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.26% | -0.14% | — | |
| 47 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.25% | — | — | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.24% | — | +0.30% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 50 | ANET | Arista Networks INC | 株式-IT | 0.22% | — | +2.08% |