CIK: 0002054798
申告総資産額
$8256.7万
| # | 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 | AAPL | Apple INC | 株式-IT | 9.43% | -0.66% | -0.33% | |
| 2 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 6.92% | -0.51% | +2.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.21% | +0.80% | +3.57% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.07% | -0.55% | +1.04% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 5.87% | — | -4.47% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 5.68% | +0.85% | +0.17% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.26% | +0.79% | +0.14% | |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 4.41% | +0.28% | — | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 4.16% | +0.10% | -4.87% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.98% | +0.45% | -0.18% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.90% | +0.71% | -1.87% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.79% | +0.35% | -0.22% | |
| 13 | URTY | Proshares Ultrapro Russ2000 | ETF-その他 | 3.23% | -6.73% | EXIT | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 2.92% | +1.49% | -39.53% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 2.78% | -1.02% | +49.44% | |
| 16 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.36% | +0.21% | +0.12% | |
| 17 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-その他 | 2.36% | — | — | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 2.19% | -0.42% | +20.56% | |
| 19 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 2.16% | +4.99% | NEW | |
| 20 | NAIL | Dire Dail Hb & Sb 3x Etf-usd | ETF-その他 | 1.65% | -0.13% | -0.21% | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.47% | — | -0.39% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.32% | +0.28% | — | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.20% | -0.65% | EXIT | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.12% | +0.20% | +0.41% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 1.02% | -0.45% | +0.33% | |
| 26 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.88% | +0.10% | +0.33% | |
| 27 | SNOW | Snowflake INC | 株式-IT | 0.83% | -0.24% | -2.22% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | +0.10% | +0.16% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | +0.01% | +0.09% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | +0.06% | +22.39% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | +0.09% | +0.37% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.60% | -0.03% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.59% | -0.65% | — | |
| 34 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.58% | +0.02% | +0.42% | |
| 35 | ZS | Zscaler INC | 株式-IT | 0.56% | — | — | |
| 36 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.56% | +0.38% | -0.71% | |
| 37 | CACI | Caci International INC -cl A | 株式-IT | 0.37% | +0.02% | -7.46% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.32% | -0.29% | EXIT | |
| 39 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.30% | +0.05% | +0.58% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | — | — |