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 | 17.58% | — | -2.92% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 15.99% | +0.15% | +0.76% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.71% | -0.13% | +0.17% | |
| 4 | COIN | Coinbase Global INC -class A | 株式-金融 | 4.67% | -0.86% | +0.04% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.58% | +0.08% | +2.69% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.88% | +0.28% | -5.12% | |
| 7 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 2.78% | — | +405.86% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.50% | +0.22% | -0.32% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.47% | +0.25% | -6.06% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.42% | — | -19.58% | |
| 11 | GTLB | Gitlab Inc-cl A | 株式-IT | 2.41% | — | — | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.32% | -0.64% | +58.40% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.14% | +0.39% | -6.66% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.97% | +0.48% | -4.79% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.87% | +0.75% | +20.82% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.85% | -0.13% | +1.05% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.34% | +0.03% | +7.05% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.25% | -0.79% | -6.82% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.14% | +0.58% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.00% | -0.03% | -9.61% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.98% | -0.35% | +0.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.19% | +0.97% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | -0.03% | +0.60% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.80% | — | +410.91% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | -0.05% | +19.58% | |
| 26 | UL | Unilever PLC | 株式-生活必需品 | 0.70% | — | +17.07% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | +20.53% | |
| 28 | DNA4EUR | Ginkgo Bioworks Holdings INC | 株式-その他 | 0.63% | — | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | -1.35% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.58% | +0.12% | +96.21% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.57% | — | -3.80% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | -0.05% | +22.77% | |
| 33 | DOCU | Docusign INC | 株式-IT | 0.51% | — | — | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | — | +15.01% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.50% | -0.05% | +1.07% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | -10.86% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +1.22% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.46% | -0.04% | — | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.46% | — | +1.24% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | -0.05% | +5.03% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 42 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.45% | +0.14% | +7.86% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.39% | +0.20% | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | -0.06% | EXIT | |
| 45 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.37% | — | -6.45% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.36% | — | +0.45% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.35% | -0.05% | — | |
| 48 | BIIB | Biogen INC | 株式-ヘルスケア | 0.34% | — | -0.86% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | -12.91% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | +0.08% | — |