CIK: 0001852993
申告総資産額
$1.4億
| # | 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 | 6.89% | -0.39% | -2.68% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 5.59% | -0.49% | +1.31% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.48% | -1.16% | -0.19% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.92% | -1.00% | -3.65% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.63% | -0.39% | +5.10% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.81% | -0.30% | -0.82% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.95% | — | +71.71% | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.66% | -0.31% | EXIT | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.13% | -0.63% | -16.94% | |
| 10 | PYPL | Paypal Holdings INC | 株式-金融 | 1.92% | — | +31.29% | |
| 11 | ETSY | Etsy INC | 株式-一般消費財 | 1.74% | — | -9.25% | |
| 12 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.72% | — | — | |
| 13 | ARKK | Ark Innovation ETF | ETF-その他 | 1.62% | — | +121.74% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | -0.36% | -10.15% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | +0.39% | -21.16% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.27% | — | — | |
| 17 | XYZ | Block INC | 株式-金融 | 1.26% | — | +75.71% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.16% | — | +19.59% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | -0.41% | -39.19% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.12% | -0.42% | -5.37% | |
| 21 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.05% | — | -13.92% | |
| 22 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 1.04% | — | +265.23% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | -18.96% | |
| 24 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 1.00% | — | +293.63% | |
| 25 | NET | Cloudflare INC - Class A | 株式-IT | 0.97% | — | — | |
| 26 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.97% | -0.29% | — | |
| 27 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.96% | — | +324.00% | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.89% | — | +2.49% | |
| 29 | MU | Micron Technology INC | 株式-IT | 0.82% | -0.30% | — | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.75% | — | +102.15% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.73% | — | +3.99% | |
| 32 | AZO | Autozone INC | 株式-一般消費財 | 0.69% | — | -1.20% | |
| 33 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.68% | — | — | |
| 34 | DDOG | Datadog INC - Class A | 株式-IT | 0.68% | — | — | |
| 35 | ZM | Zoom Communications INC | 株式-IT | 0.65% | — | -36.21% | |
| 36 | NARIUSD | Inari Medical INC | 株式-その他 | 0.64% | — | — | |
| 37 | SUI | Sun Communities INC | 株式-不動産 | 0.62% | — | -0.17% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | -3.76% | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 0.60% | — | -26.45% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | -22.77% | |
| 41 | VFH | Vanguard Financials ETF | ETF-その他 | 0.59% | — | — | |
| 42 | DSU | Blackrock Debt Strategies | 株式-その他 | 0.58% | — | -16.07% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | -42.77% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.55% | — | -0.59% | |
| 45 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.54% | — | +117.23% | |
| 46 | PENN | Penn Entertainment INC | 株式-一般消費財 | 0.53% | — | — | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.53% | — | -24.40% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | +9.40% | |
| 49 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.52% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.52% | — | +4.60% |