CIK: 0001801583
申告総資産額
$5.0億
上位200銘柄を表示中（全205銘柄）
| # | 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 | IOT | Samsara Inc-cl A | 株式-IT | 8.07% | — | +1.61% | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 5.57% | +0.45% | -0.97% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.61% | -0.49% | -3.91% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.43% | — | -1.79% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.31% | -0.43% | +1.49% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.77% | — | +12.67% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | — | -0.79% | |
| 8 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 2.26% | -0.52% | -0.96% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.24% | — | -0.89% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.15% | — | +20.40% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.91% | -0.71% | -0.36% | |
| 12 | RPC | Ridgepost Capital Inc-a | 株式-その他 | 1.84% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | — | +11.56% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | -0.12% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.39% | — | +29.45% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.35% | — | -0.68% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | — | -0.71% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.32% | — | +14.60% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.25% | — | +0.10% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.22% | — | +30.38% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | +3.50% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.15% | — | +0.06% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.08% | -1.02% | -0.48% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | -0.59% | -0.24% | |
| 25 | INTU | Intuit INC | 株式-IT | 0.96% | -0.69% | +15.60% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | — | +0.21% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | +2.34% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.35% | -0.14% | |
| 29 | WM | Waste Management INC | 株式-資本財 | 0.91% | — | +0.04% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.90% | — | +23.53% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.87% | -0.67% | -1.07% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | -0.57% | -1.74% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.75% | -0.64% | -3.18% | |
| 34 | TEM | Tempus Ai Inc-cl A | 株式-ヘルスケア | 0.74% | -0.48% | -0.98% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | -0.46% | -0.91% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | -1.25% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | +0.15% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.68% | — | +144.32% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | -0.56% | +1322.83% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.64% | +69.80% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.59% | — | +0.21% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | — | |
| 43 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.58% | -0.35% | -0.50% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.56% | -0.57% | EXIT | |
| 45 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.53% | — | — | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 0.53% | -0.41% | -0.18% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.53% | -0.52% | +0.14% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | — | -0.73% | |
| 49 | WDAY | Workday Inc-class A | 株式-IT | 0.51% | — | +88.33% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.51% | — | +707.35% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +1.5% | -0.97% | 増加 |
| 2 | AVGO | Broadcom INC | +0.8% | -0.89% | 減少 |
| 3 | NVDA | Nvidia CORP | +0.7% | -3.91% | 減少 |
| 4 | UNH | Unitedhealth Group INC | +0.6% | +1322.83% | 増加 |
| 5 | SIVR | Abrdn Physical Silver Shares | +0.5% | -0.96% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +20.40% | 増加 |
| 7 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +707.35% | 増加 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.4% | +144.32% | 増加 |
| 9 | ORCL | Oracle CORP | +0.3% | -3.18% | 減少 |
| 10 | VO | Vanguard Mid-cap ETF | +0.2% | +177.66% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.34% | 増加 |
| 12 | ADBE | Adobe INC | +0.2% | +101.96% | 増加 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +133.09% | 増加 |
| 14 | WDAY | Workday Inc-class A | +0.2% | +88.33% | 増加 |
| 15 | GS | Goldman Sachs Group INC | +0.1% | -0.48% | 減少 |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +30.38% | 増加 |
| 17 | VB | Vanguard Small-cap ETF | +0.1% | +289.96% | 増加 |
| 18 | CRM | Salesforce INC | +0.1% | +69.80% | 増加 |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +29.45% | 増加 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +7.48% | 増加 |
| 21 | MSFT | Microsoft CORP | +0.1% | +12.67% | 減少 |
| 22 | URI | United Rentals INC | +0.1% | +0.55% | 減少 |
| 23 | XLK | Ss Technology Select Sector | 0% | -0.73% | 減少 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.68% | 減少 |
| 25 | INTU | Intuit INC | 0% | +15.60% | 増加 |
| 26 | VBR | Vanguard Small-cap Value ETF | 0% | +23.53% | 増加 |
| 27 | NFLX | Netflix INC | 0% | -1.07% | 減少 |
| 28 | TEM | Tempus Ai Inc-cl A | 0% | -0.98% | 減少 |
| 29 | CAT | Caterpillar INC | — | +0.06% | 減少 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.79% | 増加 |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | +0.10% | 増加 |
| 32 | JPM | Jpmorgan Chase & Co | -0.2% | -0.36% | 減少 |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.2% | -0.12% | 減少 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.79% | 減少 |
| 35 | AMZN | Amazon.com INC | -0.2% | +11.56% | 減少 |
| 36 | PG | Procter & Gamble Co/the | -0.2% | -3.45% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.3% | +0.91% | 減少 |
| 38 | SLB | Slb LTD | -0.3% | -0.18% | 減少 |
| 39 | CVX | Chevron CORP | -0.4% | -0.14% | 減少 |
| 40 | COST | Costco Wholesale CORP | -0.5% | +3.50% | 減少 |
| 41 | V | Visa Inc-class A Shares | -0.6% | -0.71% | 減少 |
| 42 | AAPL | Apple INC | -0.9% | +1.49% | 減少 |
| 43 | IOT | Samsara Inc-cl A | — | NEW | 新規購入 |
| 44 | NU | Nu Holdings Ltd. | — | EXIT | 全売却 |
| 45 | RPC | Ridgepost Capital Inc-a | — | NEW | 新規購入 |
| 46 | RBRK | Rubrik Inc-a | — | EXIT | 全売却 |
| 47 | WRBY | Warby Parker Inc-class A | — | EXIT | 全売却 |
| 48 | RKLB | Rocket Lab CORP | — | NEW | 新規購入 |
| 49 | ✓ | Pagaya Technologies LTD | — | NEW | 新規購入 |
| 50 | FRSH | Freshworks Inc-cl A | — | NEW | 新規購入 |