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 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 14.69% | +0.15% | +2.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.11% | -0.13% | +6.68% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.02% | -0.64% | -6.31% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.47% | +0.75% | +0.99% | |
| 5 | COIN | Coinbase Global INC -class A | 株式-金融 | 6.45% | -0.86% | -0.09% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.23% | +0.03% | +15.36% | |
| 7 | RBLX | Roblox CORP -class A | 株式-通信サービス | 4.51% | -0.58% | -0.36% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.78% | +0.39% | +8.23% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.73% | +0.22% | +1.14% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.72% | +0.08% | — | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.25% | +0.48% | +1.67% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 3.13% | — | +8.51% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.73% | +0.25% | +1.56% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.20% | +0.15% | +0.00% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.10% | -0.13% | — | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.91% | +0.28% | -1.28% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.70% | — | +20.98% | |
| 18 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.27% | +0.14% | +29.32% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.25% | -0.79% | -34.17% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.20% | +0.31% | — | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.08% | +0.20% | -40.15% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.88% | -0.35% | -10.67% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | -0.19% | -30.05% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.84% | — | -6.70% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.14% | -46.05% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.03% | -17.96% | |
| 27 | UL | Unilever PLC | 株式-生活必需品 | 0.56% | — | -0.46% | |
| 28 | CART | Maplebear INC | 株式-一般消費財 | 0.52% | — | — | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | -0.05% | -19.10% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.50% | -0.05% | -4.66% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | — | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.47% | +0.12% | +31.31% | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 0.46% | -0.04% | -11.81% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | -0.05% | -10.67% | |
| 35 | ACRS | Aclaris Therapeutics INC | 株式-その他 | 0.35% | +0.17% | — | |
| 36 | GD | General Dynamics CORP | 株式-資本財 | 0.34% | — | -2.86% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.34% | -0.03% | +0.99% | |
| 38 | ASML | ASML Holding N.V. | 株式-IT | 0.31% | +0.07% | -2.15% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.26% | — | +0.21% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.25% | — | -22.38% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | -39.04% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | -0.04% | -19.13% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.22% | — | +6.39% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.21% | — | +2.67% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.21% | — | +3.00% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.20% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | — | -29.05% | |
| 48 | CMF | Ishares California Muni Bond | ETF-その他 | 0.18% | — | +2.50% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.17% | — | +0.02% | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.17% | -0.14% | EXIT |