CIK: 0001803054
申告総資産額
$2.6億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 6.66% | +0.24% | -1.92% | |
| 2 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.53% | +1.19% | -2.78% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.24% | +0.14% | +0.13% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.89% | -0.08% | -1.80% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.86% | -0.38% | -2.70% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 5.79% | -0.07% | -3.30% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 5.61% | -0.15% | -2.55% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 5.03% | +0.34% | -1.95% | |
| 9 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 4.60% | -2.35% | EXIT | |
| 10 | NOW | Servicenow INC | 株式-IT | 3.55% | — | -2.83% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.43% | +0.07% | -2.54% | |
| 12 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 3.42% | -2.42% | EXIT | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 3.24% | -0.82% | -0.47% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 3.16% | -0.49% | -9.48% | |
| 15 | FTNT | Fortinet INC | 株式-IT | 3.16% | — | — | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.15% | -0.14% | -1.22% | |
| 17 | GE | General Electric | 株式-資本財 | 2.89% | +0.04% | — | |
| 18 | DASH | Doordash INC - A | 株式-一般消費財 | 2.67% | -1.69% | EXIT | |
| 19 | DOCU | Docusign INC | 株式-IT | 2.38% | — | — | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.38% | — | — | |
| 21 | FICO | Fair Isaac CORP | 株式-IT | 2.38% | — | -2.32% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.13% | +0.07% | -0.33% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.05% | +0.02% | -1.03% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.86% | +0.14% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | +0.05% | — | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.77% | — | — | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.73% | +0.03% | — | |
| 28 | APO | Apollo Global Management INC | 株式-金融 | 0.66% | — | -0.71% | |
| 29 | TT | Trane Technologies plc | 株式-資本財 | 0.66% | — | -0.76% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.59% | -0.04% | +26.39% | |
| 31 | EQIX | Equinix INC | 株式-不動産 | 0.47% | +0.05% | -10.71% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.34% | — | +5.97% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | +0.03% | +6.12% | |
| 34 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.30% | -0.01% | — | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.23% | — | +1.55% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.23% | — | -1.74% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | +0.07% | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | -5.93% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | +0.01% | — | |
| 40 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.16% | — | — | |
| 41 | DFAT | Dimensional US Target Value | ETF-その他 | 0.16% | +0.03% | — | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | +0.02% | — | |
| 43 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.10% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.10% | — | — | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.09% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.07% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.07% | — | — | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.06% | — | -11.55% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.06% | — | -16.17% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.05% | — | — |