CIK: 0001911091
申告総資産額
$1.7億
| # | 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 | 6.92% | +0.26% | +2.29% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.77% | -2.02% | -6.45% | |
| 3 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 5.72% | -1.01% | -7.37% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.78% | +0.63% | -0.83% | |
| 5 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 4.18% | — | +1.31% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.87% | -1.40% | +2.23% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.36% | +0.07% | +36.44% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.64% | — | +2.26% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.32% | -1.19% | +5.71% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.29% | +1.00% | +3.09% | |
| 11 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.10% | — | -20.46% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.10% | +0.07% | -26.58% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.05% | +0.98% | — | |
| 14 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 1.93% | — | -1.50% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.83% | -0.05% | +8.80% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.73% | — | -24.38% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.69% | +1.70% | +28.52% | |
| 18 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.56% | — | -24.73% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.52% | -0.62% | EXIT | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.48% | -0.06% | -14.10% | |
| 21 | MDB | Mongodb INC | 株式-IT | 1.47% | -0.87% | -7.65% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | — | -0.26% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.38% | -0.33% | +27.95% | |
| 24 | XYZ | Block INC | 株式-金融 | 1.37% | -0.36% | EXIT | |
| 25 | AVGO | Broadcom INC | 株式-IT | 1.33% | -1.14% | +17.25% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.29% | — | — | |
| 27 | NOW | Servicenow INC | 株式-IT | 1.23% | -0.50% | EXIT | |
| 28 | DURA | Vaneck Durable High Dividend | ETF-その他 | 1.20% | — | — | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.17% | -0.32% | +0.05% | |
| 30 | RBRK | Rubrik Inc-a | 株式-IT | 1.16% | — | -40.18% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.04% | -0.14% | +449.39% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.00% | -0.07% | +20.87% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.95% | — | — | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.88% | -0.64% | — | |
| 35 | KKR | Kkr & Co INC | 株式-金融 | 0.85% | -0.44% | EXIT | |
| 36 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.83% | — | -21.90% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | — | -6.65% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | — | — | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.78% | — | — | |
| 40 | PANW | Palo Alto Networks INC | 株式-IT | 0.68% | +1.29% | — | |
| 41 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.63% | — | — | |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.63% | — | — | |
| 43 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.61% | — | +106.27% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -0.20% | — | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.54% | -0.69% | EXIT | |
| 47 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 0.54% | — | -42.35% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | — | — | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | -0.33% | EXIT | |
| 50 | AXP | American Express Co | 株式-金融 | 0.51% | — | — |