CIK: 0001950962
申告総資産額
$3.6億
| # | 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 | AFRM | Affirm Holdings INC | 株式-金融 | 22.01% | — | -23.71% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 15.67% | +0.15% | -4.34% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.00% | +0.28% | +25.15% | |
| 4 | GTLB | Gitlab Inc-cl A | 株式-IT | 3.68% | — | — | |
| 5 | COIN | Coinbase Global INC -class A | 株式-金融 | 3.63% | -0.86% | -2.35% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.50% | +0.39% | -11.63% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.82% | +0.48% | +25.72% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.40% | +0.25% | -27.24% | |
| 9 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 2.30% | — | -17.06% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | -0.13% | -0.52% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.92% | +0.22% | -0.51% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.48% | -0.13% | +310.25% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.37% | -0.03% | -15.88% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.36% | -0.79% | -5.24% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.22% | -0.35% | -1.44% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.09% | +0.08% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.07% | -0.14% | -2.44% | |
| 18 | DNA4EUR | Ginkgo Bioworks Holdings INC | 株式-その他 | 1.06% | — | — | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 1.01% | — | -3.55% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | -0.05% | +37.04% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | -0.19% | +6.14% | |
| 22 | DOCU | Docusign INC | 株式-IT | 0.83% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | +0.03% | -53.05% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.81% | — | +22.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | -0.03% | -2.71% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.64% | — | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.75% | — | +1.38% | |
| 28 | GD | General Dynamics CORP | 株式-資本財 | 0.74% | — | -2.96% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | +0.75% | +8.95% | |
| 30 | UL | Unilever PLC | 株式-生活必需品 | 0.71% | — | +4.50% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.71% | +0.12% | -4.89% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | +21.68% | |
| 33 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.64% | — | -35.74% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +22.86% | |
| 35 | INTU | Intuit INC | 株式-IT | 0.63% | -0.05% | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | -8.42% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.60% | -0.05% | +2.52% | |
| 38 | IFF | Intl Flavors & Fragrances | 株式-素材 | 0.55% | — | -2.42% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.54% | — | -2.03% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.54% | -0.05% | +20.22% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.51% | — | -1.63% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | -2.69% | |
| 43 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.47% | — | -2.30% | |
| 44 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.42% | — | -2.77% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | -2.87% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | -0.05% | -6.41% | |
| 47 | PANW | Palo Alto Networks INC | 株式-IT | 0.41% | -0.04% | — | |
| 48 | BIIB | Biogen INC | 株式-ヘルスケア | 0.41% | — | -2.03% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | -0.06% | EXIT | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | +0.15% | -22.82% |