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 | 8.61% | +0.24% | -0.32% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.72% | +0.07% | -0.21% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.74% | -0.38% | -0.33% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 5.49% | -0.49% | +0.04% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.47% | +0.14% | -0.72% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.27% | -0.08% | -0.29% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.96% | -0.82% | -0.80% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 4.62% | -0.07% | -0.08% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.47% | +1.19% | +0.03% | |
| 10 | GE | General Electric | 株式-資本財 | 3.41% | +0.04% | -0.12% | |
| 11 | GEV | GE Vernova INC | 株式-資本財 | 3.06% | +1.42% | -0.15% | |
| 12 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 2.82% | -2.82% | EXIT | |
| 13 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.81% | +0.32% | -0.14% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.72% | -0.14% | -0.45% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 2.68% | -0.15% | -0.27% | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 2.62% | +0.34% | +899.54% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 2.62% | +0.16% | — | |
| 18 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.42% | -2.42% | EXIT | |
| 19 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 2.35% | -2.35% | EXIT | |
| 20 | AXP | American Express Co | 株式-金融 | 2.28% | -2.28% | EXIT | |
| 21 | LRCX | Lam Research CORP | 株式-IT | 1.86% | +0.70% | — | |
| 22 | CLS | Celestica INC | 株式-IT | 1.85% | +0.09% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | +0.07% | -9.95% | |
| 24 | VIK | Viking Holdings Ltd | 株式-一般消費財 | 1.70% | +0.22% | +1.86% | |
| 25 | DASH | Doordash INC - A | 株式-一般消費財 | 1.69% | -1.69% | EXIT | |
| 26 | VST | Vistra CORP | 株式-公益事業 | 1.53% | -1.53% | EXIT | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | +0.02% | -5.71% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | +0.14% | -1.15% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | +0.05% | — | |
| 30 | FIX | Comfort Systems USA INC | 株式-資本財 | 0.57% | +2.33% | -0.96% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.52% | +0.03% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | -0.04% | -8.47% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.40% | +0.02% | +190.28% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | — | — | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.28% | +0.03% | -5.70% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | — | +4.03% | |
| 37 | EQIX | Equinix INC | 株式-不動産 | 0.27% | +0.05% | -2.90% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.24% | — | -13.57% | |
| 39 | DFAT | Dimensional US Target Value | ETF-その他 | 0.17% | +0.03% | +15.17% | |
| 40 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.17% | -0.01% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | +0.01% | — | |
| 42 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.14% | — | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | +0.07% | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.13% | — | — | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | +0.02% | — | |
| 46 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.09% | — | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.08% | — | — | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.08% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.07% | +0.02% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.06% | — | +33.21% |