CIK: 0001867731
申告総資産額
$2.7億
| # | 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 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 10.41% | -6.57% | — | |
| 2 | CLS | Celestica INC | 株式-IT | 9.58% | -2.25% | -16.35% | |
| 3 | TLN | Talen Energy CORP | 株式-公益事業 | 9.20% | -2.65% | — | |
| 4 | SQM | Quimica Y Minera Chil-sp Adr | 株式-その他 | 5.26% | +0.39% | +1.89% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.08% | +0.09% | -19.04% | |
| 6 | ECH | Ishares Msci Chile ETF | ETF-その他 | 4.73% | -3.12% | — | |
| 7 | PAM | Pampa Energia Sa-spon Adr | 株式-その他 | 4.36% | -2.26% | — | |
| 8 | ✓ | Lithium Argentina AG | 株式-その他 | 4.15% | +0.42% | +18.09% | |
| 9 | NU | Nu Holdings Ltd. | 株式-金融 | 3.86% | -0.30% | — | |
| 10 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 3.48% | +0.45% | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.22% | +0.29% | — | |
| 12 | VSXY | Victoria's Secret & Co | 株式-一般消費財 | 2.92% | -2.79% | — | |
| 13 | INTC | Intel CORP | 株式-IT | 2.89% | +0.78% | +2.42% | |
| 14 | TER | Teradyne INC | 株式-IT | 2.50% | +0.48% | — | |
| 15 | EQT | Eqt CORP | 株式-エネルギー | 2.27% | +1.86% | +15.26% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.19% | -0.02% | — | |
| 17 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 2.00% | -1.01% | +88.14% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.93% | +0.15% | — | |
| 19 | PDD | Pdd Holdings INC | 株式-一般消費財 | 1.89% | +0.01% | -2.53% | |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 1.52% | -0.43% | -2.87% | |
| 21 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 1.42% | -1.42% | EXIT | |
| 22 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 1.29% | -1.22% | — | |
| 23 | U | Unity Software INC | 株式-IT | 1.23% | -0.83% | -48.92% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.15% | -0.01% | — | |
| 25 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.02% | +0.76% | -28.11% | |
| 26 | SFD | Smithfield Foods INC | 株式-その他 | 0.87% | +1.96% | +57.42% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.16% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.02% | — | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.77% | +0.08% | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | +0.06% | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.55% | — | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | — | |
| 33 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.50% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.02% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.40% | +0.08% | — | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.32% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | -0.03% | — | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.26% | — | — | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.23% | -0.01% | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.18% | -0.01% | — | |
| 41 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 0.18% | -0.03% | — | |
| 42 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.17% | — | — | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.15% | -0.03% | — | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.15% | — | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.15% | — | — | |
| 46 | ACMR | Acm Research Inc-class A | 株式-その他 | 0.14% | -0.14% | EXIT | |
| 47 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.13% | — | — | |
| 48 | APH | Amphenol Corp-cl A | 株式-IT | 0.12% | — | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | — | — | |
| 50 | AU | AngloGold Ashanti plc | 株式-素材 | 0.12% | — | — |