CIK: 0002051343
申告総資産額
$1.8億
| # | 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 | 10.95% | — | -0.07% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.37% | -0.07% | +0.06% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.93% | -0.82% | +0.21% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.67% | -0.25% | +0.69% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 6.07% | +0.41% | +6.48% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 5.09% | +0.32% | +2.68% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.31% | -0.29% | +0.05% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.06% | -0.32% | +0.59% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.87% | -0.06% | +6.78% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 3.33% | -0.17% | +0.44% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.84% | — | -0.87% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.80% | -0.26% | +1.09% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.96% | — | -0.25% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.71% | -0.12% | -0.19% | |
| 15 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.58% | — | +1.58% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.32% | +0.17% | +3.53% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 1.32% | +0.14% | -0.25% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | -0.03% | -0.55% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.07% | +0.34% | -0.79% | |
| 20 | PROF | Profound Medical CORP | 株式-その他 | 1.07% | -0.10% | +10.17% | |
| 21 | MRVL | Marvell Technology INC | 株式-IT | 1.02% | +0.24% | -3.12% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | +2.55% | |
| 23 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.98% | +0.01% | -1.37% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.89% | -0.05% | +0.04% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 0.80% | -0.06% | +8.95% | |
| 26 | UBER | Uber Technologies INC | 株式-資本財 | 0.79% | -0.08% | -0.01% | |
| 27 | MU | Micron Technology INC | 株式-IT | 0.73% | +0.06% | +7.79% | |
| 28 | GM | General Motors Co | 株式-一般消費財 | 0.70% | -0.01% | -4.51% | |
| 29 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.68% | +0.41% | +0.26% | |
| 30 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.61% | -0.03% | -21.18% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.59% | -0.01% | +2.01% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +0.52% | |
| 33 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.53% | -0.02% | -0.39% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | -0.01% | -0.26% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.04% | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | -2.18% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.41% | -0.02% | -10.04% | |
| 38 | AGX | Argan INC | 株式-資本財 | 0.41% | +0.29% | +1.30% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.40% | +0.07% | +5.54% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.36% | — | -3.16% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | +3.35% | |
| 42 | RRR | Red Rock Resorts Inc-class A | 株式-その他 | 0.34% | -0.03% | -0.97% | |
| 43 | NET | Cloudflare INC - Class A | 株式-IT | 0.33% | — | -18.48% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.32% | — | +0.04% | |
| 45 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.32% | -0.26% | EXIT | |
| 46 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.29% | — | -2.17% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.29% | — | — | |
| 48 | XLB | Ss Materials Select Sector | ETF-その他 | 0.29% | — | -9.33% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.28% | — | -0.98% | |
| 50 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.27% | — | — |