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 | XLF | Ss Financial Select Sector | ETF-その他 | 27.02% | -9.53% | +34.50% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 22.51% | +4.47% | -39.50% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 15.23% | -2.69% | — | |
| 4 | VFH | Vanguard Financials ETF | ETF-その他 | 6.44% | -4.90% | EXIT | |
| 5 | AAPL | Apple INC | 株式-IT | 5.84% | -0.15% | -22.85% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.76% | -15.40% | EXIT | |
| 7 | PR | Permian Resources Corp-cl A | 株式-エネルギー | 3.83% | -0.22% | — | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.14% | +4.20% | +18.07% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.37% | +0.14% | +286.80% | |
| 10 | TOI | Oncology Institute Inc/the | 株式-その他 | 1.76% | +0.01% | +22.00% | |
| 11 | ROIV | Roivant Sciences Ltd. | 株式-ヘルスケア | 1.49% | — | — | |
| 12 | GE | General Electric | 株式-資本財 | 0.85% | +0.03% | +1.56% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -2.88% | -3.42% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.79% | +0.16% | — | |
| 15 | ICE | Intercontinental Exchange In | 株式-金融 | 0.77% | — | +1.97% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +7.63% | |
| 17 | FNF | Fidelity National Financial | 株式-金融 | 0.59% | +0.07% | -6.50% | |
| 18 | ✓ | Bark INC | 株式-その他 | 0.15% | +1.54% | — |