CIK: 0001819919
申告総資産額
$2.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 10.70% | -0.24% | -0.83% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.66% | -0.16% | +1.89% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.57% | — | +7.76% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.04% | -0.06% | -2.44% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.53% | — | -0.45% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.52% | -0.23% | +4.15% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.50% | -0.11% | -2.72% | |
| 8 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.38% | -0.14% | +0.01% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.32% | +0.09% | — | |
| 10 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.31% | -0.16% | EXIT | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.31% | +0.20% | -2.74% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 2.14% | -0.04% | +0.18% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.10% | -0.18% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.82% | — | -42.62% | |
| 15 | ROP | Roper Technologies INC | 株式-IT | 1.76% | -0.15% | -0.04% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.74% | -0.12% | -3.52% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -0.35% | -1.49% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | — | +8.82% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.51% | — | -1.21% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.47% | -0.18% | +0.26% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | -0.10% | -0.91% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | +0.14% | +2.06% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.22% | -0.02% | +6.23% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.16% | — | -2.71% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.16% | -0.07% | -2.96% | |
| 26 | CRM | Salesforce INC | 株式-IT | 1.15% | -0.05% | -2.85% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | -0.06% | -9.48% | |
| 28 | ROKU | Roku INC | 株式-通信サービス | 1.02% | — | +6.35% | |
| 29 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.01% | — | +0.03% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.90% | -0.13% | -1.80% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.89% | — | +8.63% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.84% | -0.12% | EXIT | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.81% | — | -5.91% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | -12.60% | |
| 35 | ADSK | Autodesk INC | 株式-IT | 0.80% | — | -6.02% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.80% | — | -0.75% | |
| 37 | WDAY | Workday Inc-class A | 株式-IT | 0.77% | -0.22% | EXIT | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.73% | — | +28.76% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.69% | — | +26.90% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.68% | — | -3.73% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.67% | — | +38.09% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.10% | -0.74% | |
| 43 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.64% | -0.05% | -0.08% | |
| 44 | ILMN | Illumina INC | 株式-ヘルスケア | 0.61% | — | +3.56% | |
| 45 | TWLO | Twilio INC - A | 株式-IT | 0.59% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | +0.24% | -0.02% | |
| 47 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.54% | — | -5.03% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.54% | — | +3.90% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | — | -2.30% | |
| 50 | NOW | Servicenow INC | 株式-IT | 0.48% | -0.07% | -0.42% |