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 | PFE | Pfizer INC | 株式-ヘルスケア | 44.73% | — | -13.91% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.43% | — | -1.65% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.29% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.86% | — | +16.47% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.44% | — | — | |
| 6 | MRNA | Moderna INC | 株式-ヘルスケア | 2.91% | — | +29.92% | |
| 7 | ARKK | Ark Innovation ETF | ETF-その他 | 2.18% | — | +2.27% | |
| 8 | ARKW | Ark Next Generation Internet | ETF-その他 | 2.12% | — | — | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 2.00% | — | +1.47% | |
| 10 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.95% | — | +1.67% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.86% | — | +321.95% | |
| 12 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 1.75% | — | -0.62% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.75% | — | +2.07% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 1.61% | — | +1.12% | |
| 15 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.46% | — | +4.27% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | — | +3.63% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.23% | — | +3.98% | |
| 19 | XYZ | Block INC | 株式-金融 | 1.04% | — | +3.06% | |
| 20 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 1.01% | — | -13.40% | |
| 21 | RUN | Sunrun INC | 株式-IT | 0.85% | — | +1.14% | |
| 22 | SCHN1EUR | Schnitzer Steel Inds Inc-a | 株式-その他 | 0.80% | — | +5.53% | |
| 23 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.71% | — | +1.18% | |
| 24 | IPO | Renaissance Ipo ETF | ETF-その他 | 0.69% | — | +3.09% | |
| 25 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.69% | — | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | — | -15.26% | |
| 27 | FISV | Fiserv INC | 株式-その他 | 0.65% | — | — | |
| 28 | ETSY | Etsy INC | 株式-一般消費財 | 0.64% | — | — | |
| 29 | ACN | Accenture plc | 株式-IT | 0.63% | — | +0.80% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.55% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.54% | — | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | +1.60% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.51% | — | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.49% | — | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +1.09% | |
| 36 | AFL | Aflac INC | 株式-金融 | 0.41% | — | — | |
| 37 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.34% | — | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | +27.19% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.34% | — | +0.90% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.31% | — | -3.46% | |
| 41 | UNFI | United Natural Foods INC | 株式-生活必需品 | 0.23% | — | +10.09% | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.23% | — | — | |
| 43 | FTNT | Fortinet INC | 株式-IT | 0.19% | — | — | |
| 44 | SPWRQ | Sunpower CORP | 株式-その他 | 0.17% | — | +7.43% | |
| 45 | SE | Sea Ltd-adr | 株式-通信サービス | 0.17% | — | — | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.17% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.17% | — | +1.49% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.16% | — | — | |
| 49 | WFCF | Where Food Comes From INC | 株式-その他 | 0.12% | — | — |