CIK: 0001513300
申告総資産額
$1.5億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 47.74% | -47.74% | EXIT | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 13.59% | +18.13% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 9.74% | +20.71% | — | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 9.04% | +1.32% | +37.50% | |
| 5 | KKR | Kkr & Co INC | 株式-金融 | 5.56% | +12.59% | +0.63% | |
| 6 | TOGA | Tremblant Global ETF | ETF-その他 | 4.01% | +5.32% | — | |
| 7 | SPGI | S&p Global INC | 株式-金融 | 3.67% | -3.67% | EXIT | |
| 8 | MCO | Moody's CORP | 株式-金融 | 3.59% | -3.59% | EXIT | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.20% | -2.20% | EXIT | |
| 10 | CVNA | Carvana Co | 株式-一般消費財 | 0.54% | -0.54% | EXIT | |
| 11 | ✓ | Coupang INC | 株式-その他 | 0.32% | -0.32% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +3.5% | +37.50% | 増加 |
| 2 | SPGI | S&p Global INC | +2.7% | +200.00% | 増加 |
| 3 | MCO | Moody's CORP | +2.6% | +200.00% | 増加 |
| 4 | AAPL | Apple INC | +1.9% | — | 変化なし |
| 5 | MSFT | Microsoft CORP | +1.1% | — | 変化なし |
| 6 | KKR | Kkr & Co INC | +0.7% | +0.63% | 増加 |
| 7 | TOGA | Tremblant Global ETF | +0.4% | — | 変化なし |
| 8 | VOO | Vanguard S&p 500 ETF | -10.9% | -31.58% | 減少 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 11 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 12 | CVNA | Carvana Co | — | NEW | 新規購入 |
| 13 | CPNG | Coupang INC | — | EXIT | 全売却 |
| 14 | ✓ | Coupang INC | — | NEW | 新規購入 |