CIK: 0001812093
申告総資産額
$2679.1万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 20.20% | — | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.69% | — | +17.30% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.96% | — | +11.34% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 4.53% | — | — | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 3.53% | — | — | |
| 6 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 2.17% | — | +202.73% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.12% | — | -0.69% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.06% | — | +293.69% | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 1.91% | — | +94.89% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.90% | — | -2.56% | |
| 11 | ARKW | Ark Next Generation Internet | ETF-その他 | 1.90% | — | +105.59% | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.72% | — | — | |
| 13 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 1.69% | — | +169.86% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.44% | — | -1.27% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.31% | — | +2.10% | |
| 16 | RUN | Sunrun INC | 株式-IT | 1.05% | — | +4.40% | |
| 17 | IPO | Renaissance Ipo ETF | ETF-その他 | 0.98% | — | +41.32% | |
| 18 | ACN | Accenture plc | 株式-IT | 0.96% | — | +0.59% | |
| 19 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 0.95% | — | — | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.85% | — | +3.94% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 0.82% | — | +1.79% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | — | +1.19% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +1.06% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | — | — | |
| 25 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.70% | — | — | |
| 26 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.68% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +6.97% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | +1.95% | |
| 29 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.59% | — | — | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | -4.75% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -6.50% | |
| 33 | XYZ | Block INC | 株式-金融 | 0.50% | — | +18.76% | |
| 34 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.47% | — | +1.47% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.43% | — | +1.48% | |
| 36 | MRNA | Moderna INC | 株式-ヘルスケア | 0.42% | — | +22.30% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +1.02% | |
| 38 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.41% | — | +24.61% | |
| 39 | BEPC | Brookfield Renewable Corporation | 株式-公益事業 | 0.40% | — | — | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.37% | — | +1.84% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +58.03% | |
| 42 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.36% | — | +23.97% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.35% | — | +29.88% | |
| 44 | FISV | Fiserv INC | 株式-その他 | 0.33% | — | — | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.32% | — | +4.20% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | — | +40.07% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | — | -78.09% | |
| 48 | ETSY | Etsy INC | 株式-一般消費財 | 0.30% | — | +16.47% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.29% | — | -26.05% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.28% | — | +1.96% |