CIK: 0001716659
申告総資産額
$4.2億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.95% | -0.49% | -0.23% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.49% | -0.57% | +0.11% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.17% | -0.11% | -0.60% | |
| 4 | PLTR | Palantir Technologies Inc-a | 株式-IT | 5.68% | -0.68% | +0.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.45% | -0.01% | -0.35% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.23% | — | -1.60% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.63% | -0.06% | -0.94% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.51% | -0.55% | +0.27% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.62% | +0.24% | -0.07% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.42% | -0.09% | +0.33% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.37% | -0.16% | +0.16% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.35% | -0.07% | +0.24% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.95% | -0.13% | +0.36% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.92% | -0.36% | +0.16% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.66% | +0.43% | -0.94% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.59% | +0.27% | +0.39% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.52% | -0.12% | -0.15% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.52% | +0.97% | -0.91% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.49% | -0.16% | +0.77% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.49% | — | +0.68% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.03% | +0.13% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.33% | -0.07% | +0.68% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.28% | -0.16% | +0.77% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 1.25% | — | +0.92% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.06% | -0.11% | +14.19% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -0.04% | +0.01% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | -4.24% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.71% | +0.78% | +0.57% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.68% | — | +0.02% | |
| 30 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.68% | -0.06% | +3.27% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.66% | +0.12% | +16.74% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | -0.07% | +0.25% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | -0.09% | -5.27% | |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.59% | +0.43% | +1.67% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.56% | — | +0.55% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.55% | -0.08% | -0.05% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.54% | -0.11% | -17.73% | |
| 38 | GE | General Electric | 株式-資本財 | 0.52% | — | +11.15% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | -3.53% | |
| 40 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.46% | -0.07% | -0.31% | |
| 41 | ITW | Illinois Tool Works | 株式-資本財 | 0.45% | — | +0.08% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.45% | — | -6.05% | |
| 43 | GEV | GE Vernova INC | 株式-資本財 | 0.42% | +0.21% | +8.10% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | — | -0.42% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.25% | -5.61% | |
| 46 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.39% | — | +0.20% | |
| 47 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | +0.11% | +283.77% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | +0.34% | |
| 49 | ANET | Arista Networks INC | 株式-IT | 0.38% | — | +73.72% | |
| 50 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.38% | — | +6.58% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.4% | +0.11% | 減少 |
| 2 | NVDA | Nvidia CORP | +1.7% | -0.60% | 減少 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +0.16% | 増加 |
| 4 | AVGO | Broadcom INC | +0.5% | +0.68% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.33% | 増加 |
| 6 | ORCL | Oracle CORP | +0.5% | +14.19% | 増加 |
| 7 | TSLA | Tesla INC | +0.4% | +0.77% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.3% | +0.27% | 増加 |
| 9 | ANET | Arista Networks INC | +0.3% | +73.72% | 増加 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +16.74% | 増加 |
| 11 | GEV | GE Vernova INC | +0.3% | +8.10% | 増加 |
| 12 | GS | Goldman Sachs Group INC | +0.2% | +0.92% | 増加 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +0.01% | 減少 |
| 14 | GE | General Electric | +0.1% | +11.15% | 増加 |
| 15 | BA | Boeing Co/the | +0.1% | +8.42% | 増加 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.11% | 減少 |
| 17 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +3.27% | 増加 |
| 18 | LRCX | Lam Research CORP | +0.1% | +0.27% | 減少 |
| 19 | SNOW | Snowflake INC | +0.1% | +8.54% | 増加 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +0.36% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +0.24% | 増加 |
| 22 | ARM | Arm Holdings Plc-adr | +0.1% | +5.56% | 増加 |
| 23 | XLK | Ss Technology Select Sector | 0% | -0.79% | 減少 |
| 24 | MRVL | Marvell Technology INC | 0% | -23.42% | 減少 |
| 25 | AXP | American Express Co | 0% | -0.05% | 変化なし |
| 26 | EEM | Ishares Msci Emerging Market | 0% | +0.57% | 減少 |
| 27 | AMZN | Amazon.com INC | -0.1% | +0.13% | 増加 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -4.24% | 減少 |
| 29 | HD | Home Depot INC | -0.2% | +0.68% | 増加 |
| 30 | EFA | Ishares Msci Eafe ETF | -0.2% | -0.91% | 減少 |
| 31 | CMCSA | Comcast Corp-class A | -0.2% | -36.57% | 減少 |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -0.35% | 増加 |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.4% | -1.60% | 減少 |
| 34 | AAPL | Apple INC | -0.4% | -0.94% | 減少 |
| 35 | DHR | Danaher CORP | -0.4% | -5.27% | 減少 |
| 36 | MA | Mastercard INC - A | -0.5% | +0.16% | 増加 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.15% | 減少 |
| 38 | VOO | Vanguard S&p 500 ETF | -0.7% | -0.23% | 減少 |
| 39 | UNH | Unitedhealth Group INC | -0.9% | -65.58% | 減少 |
| 40 | USFR | Wisdomtree Floating Rate Tre | -1% | -0.07% | 減少 |
| 41 | IWM | Ishares Russell 2000 ETF | -1.2% | -0.94% | 減少 |
| 42 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 43 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 44 | ZS | Zscaler INC | — | NEW | 新規購入 |
| 45 | NOC | Northrop Grumman CORP | — | EXIT | 全売却 |
| 46 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 47 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 48 | VRT | Vertiv Holdings Co-a | — | NEW | 新規購入 |
| 49 | CEG | Constellation Energy | — | NEW | 新規購入 |
| 50 | ONDS | Ondas INC | — | NEW | 新規購入 |