CIK: 0001271347
申告総資産額
$4.4億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 17.81% | -2.69% | +34.41% | |
| 2 | XLF | Ss Financial Select Sector | ETF-その他 | 15.40% | -9.53% | +42.54% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 14.19% | +4.47% | -16.06% | |
| 4 | AAPL | Apple INC | 株式-IT | 9.60% | -0.15% | +118.86% | |
| 5 | VFH | Vanguard Financials ETF | ETF-その他 | 8.21% | -4.90% | EXIT | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.27% | -15.40% | EXIT | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 6.71% | — | — | |
| 8 | PR | Permian Resources Corp-cl A | 株式-エネルギー | 5.47% | -0.22% | — | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 5.23% | +4.20% | +12.59% | |
| 10 | GE | General Electric | 株式-資本財 | 3.93% | +0.03% | — | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.05% | +0.16% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | -63.40% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | +0.14% | -67.92% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -2.88% | -61.11% | |
| 15 | ICE | Intercontinental Exchange In | 株式-金融 | 0.83% | — | -61.01% | |
| 16 | FNF | Fidelity National Financial | 株式-金融 | 0.80% | +0.07% | -64.95% | |
| 17 | ✓ | Bark INC | 株式-その他 | 0.42% | +1.54% | — | |
| 18 | TOI | Oncology Institute Inc/the | 株式-その他 | 0.30% | +0.01% | +13.15% |