CIK: 0001673633
申告総資産額
$10.2億
| # | 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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 39.18% | — | -1.29% | |
| 2 | ✓ | Invesco Qqq Trust | 株式-その他 | 15.33% | — | +8.63% | |
| 3 | ✓ | Invesco Exchange Traded Fund T | 株式-その他 | 12.47% | — | +54.46% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 11.71% | -0.06% | -0.03% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.49% | -0.06% | +142.27% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.48% | -0.09% | +15.59% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.07% | -0.02% | -0.24% | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.67% | -0.01% | +0.23% | |
| 9 | ✓ | Alphabet Inc. | 株式-その他 | 1.81% | — | +58.76% | |
| 10 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.53% | — | +7.82% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.35% | +36.36% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | -0.01% | +6.38% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 14 | ✓ | Invesco Exchange Traded Fund T | 株式-その他 | 0.26% | — | +0.42% | |
| 15 | ✓ | Ark ETF Tr Next Generation Int | ETF-その他 | 0.24% | — | +10.47% | |
| 16 | ✓ | NVIDIA Corporation | 株式-その他 | 0.19% | — | +0.06% | |
| 17 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.19% | — | +0.26% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.16% | — | — | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.16% | — | — | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | -0.56% | +0.44% | |
| 21 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.13% | — | — | |
| 22 | AMD | Advanced Micro Devices | 株式-IT | 0.11% | — | — | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 0.09% | — | +0.57% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.09% | — | — | |
| 25 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.09% | — | — | |
| 26 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 0.09% | — | +0.22% | |
| 27 | ✓ | Destination Maternity CORP | 株式-その他 | 0.08% | — | — | |
| 28 | ✓ | Archer Med Technologiesinc | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Invesco Exchange Traded Fund T | +3.5% | +54.46% | 増加 |
| 2 | VUG | Vanguard Growth ETF | +2.5% | +142.27% | 増加 |
| 3 | AAPL | Apple INC | +0.6% | +15.59% | 増加 |
| 4 | ✓ | Alphabet Inc. | +0.5% | +58.76% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.3% | +36.36% | 増加 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | +6.38% | 増加 |
| 7 | ✓ | Ark ETF Tr Next Generation Int | — | +10.47% | 増加 |
| 8 | ✓ | NVIDIA Corporation | — | +0.06% | 増加 |
| 9 | ✓ | Destination Maternity CORP | — | — | 変化なし |
| 10 | ✓ | Archer Med Technologiesinc | — | — | 変化なし |
| 11 | ✓ | Costco Wholesale Corporation | 0% | +0.26% | 増加 |
| 12 | HD | Home Depot INC | 0% | +0.44% | 増加 |
| 13 | ✓ | The Goldman Sachs Group, Inc. | 0% | +0.22% | 増加 |
| 14 | VOT | Vanguard Mid-cap Growth ETF | 0% | — | 変化なし |
| 15 | UTXZ | United Tech CORP | 0% | +0.57% | 増加 |
| 16 | ✓ | Invesco Exchange Traded Fund T | 0% | +0.42% | 増加 |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | 変化なし |
| 18 | IJH | Ishares Core S&p Midcap ETF | 0% | — | 変化なし |
| 19 | ✓ | J P Morgan Chase And Co | 0% | — | 変化なし |
| 20 | VOO | Vanguard S&p 500 ETF | -0.1% | — | 変化なし |
| 21 | ✓ | Invesco Qqq Trust | -0.1% | +8.63% | 増加 |
| 22 | ✓ | Meta Platforms, Inc. | -0.2% | +7.82% | 増加 |
| 23 | ONEQ | Fidelity Nasdaq Comp Indx | -0.3% | +0.23% | 増加 |
| 24 | GSLC | Goldman Activebeta US Lc ETF | -0.3% | -0.24% | 減少 |
| 25 | IVW | Ishares S&p 500 Growth ETF | -1.1% | -0.03% | 減少 |
| 26 | ✓ | State Street SPDR S&P 500 ETF Trust | -5% | -1.29% | 減少 |
| 27 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 28 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 29 | ✓ | Hp INC | — | EXIT | 全売却 |
| 30 | BSX | Boston Scientific CORP | — | NEW | 新規購入 |
| 31 | ✓ | Hewlett Packard Enterprise Co | — | EXIT | 全売却 |