CIK: 0001801583
申告総資産額
$5.0億
| # | 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 | NU | Nu Holdings Ltd. | 株式-金融 | 5.73% | — | +684.61% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.21% | -0.43% | -11.89% | |
| 3 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 4.11% | +0.45% | +348.02% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.48% | — | +68.99% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.92% | -0.49% | -24.75% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.71% | — | -18.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.50% | — | +2.01% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | -0.71% | -1.69% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | — | -13.01% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.89% | — | -0.72% | |
| 11 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 1.77% | -0.52% | +444.37% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.68% | — | -17.25% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.67% | — | -1.43% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | — | +3.42% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.48% | — | -20.28% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.47% | — | -1.20% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.39% | — | +10.80% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.32% | — | +11.32% | |
| 19 | RBRK | Rubrik Inc-a | 株式-IT | 1.32% | — | +239.01% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.31% | — | -37.88% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.29% | +0.35% | -1.52% | |
| 22 | WM | Waste Management INC | 株式-資本財 | 1.17% | — | +0.17% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.15% | — | -1.28% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | -0.59% | -0.99% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | -0.57% | -0.97% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | -1.17% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.09% | — | -43.74% | |
| 28 | INTU | Intuit INC | 株式-IT | 0.94% | -0.69% | -1.93% | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.94% | -1.02% | -0.66% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.88% | — | -40.41% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.85% | -0.67% | -1.52% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | -0.46% | -0.17% | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 0.82% | -0.41% | -9.14% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | -5.69% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | — | -1.22% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | -1.79% | |
| 37 | TEM | Tempus Ai Inc-cl A | 株式-ヘルスケア | 0.72% | -0.48% | +28.18% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.69% | — | -7.15% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.68% | — | -1.41% | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.65% | -0.52% | -2.18% | |
| 41 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.64% | -0.35% | -5.88% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.50% | -11.50% | |
| 43 | ESS | Essex Property Trust INC | 株式-不動産 | 0.60% | -0.42% | EXIT | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | — | -0.87% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.59% | — | -1.73% | |
| 46 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.55% | — | -1.91% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | +0.14% | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.53% | — | -2.75% | |
| 49 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.52% | — | — | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.52% | -0.64% | -3.25% |