CIK: 0001913545
申告総資産額
$1.3億
| # | 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 | TSLA | Tesla INC | 株式-一般消費財 | 13.56% | -0.15% | -10.00% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.68% | +1.19% | -28.98% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.68% | +0.07% | -0.90% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.05% | -0.34% | — | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.96% | -0.95% | +20.19% | |
| 6 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 3.95% | -1.43% | +13.30% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 3.80% | -0.69% | +39.55% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.76% | -0.08% | -1.66% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.70% | -0.93% | +88.94% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 3.63% | +1.04% | -24.38% | |
| 11 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 3.19% | -1.34% | +325.92% | |
| 12 | COIN | Coinbase Global INC -class A | 株式-金融 | 2.85% | -0.56% | +35.56% | |
| 13 | BMNR | Bitmine Immersion Technologi | 株式-金融 | 2.79% | -1.08% | — | |
| 14 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 2.66% | +0.34% | -6.54% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.61% | +0.47% | +151.11% | |
| 16 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 2.57% | +0.25% | -3.51% | |
| 17 | AAPL | Apple INC | 株式-IT | 2.18% | +0.29% | -20.12% | |
| 18 | CDNS | Cadence Design Sys INC | 株式-IT | 2.13% | +0.46% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.92% | +0.95% | +43.45% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.83% | +1.05% | -53.76% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.77% | -0.24% | -26.98% | |
| 22 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 1.76% | -0.66% | +279.34% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.67% | -0.29% | -8.12% | |
| 24 | MSTR | Strategy INC | 株式-IT | 1.64% | -0.45% | +3.04% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.55% | +1.35% | +47.95% | |
| 26 | AMD | Advanced Micro Devices | 株式-IT | 1.43% | -0.46% | -33.67% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | -0.91% | -10.01% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.28% | — | — | |
| 29 | CAVA | Cava Group INC | 株式-一般消費財 | 1.20% | -0.41% | +18.36% | |
| 30 | NOW | Servicenow INC | 株式-IT | 1.16% | -0.83% | +514.45% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.16% | — | -22.67% | |
| 32 | MAGS | Roundhill Magnificent Seven | ETF-その他 | 0.97% | -0.28% | -15.57% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.50% | +30.83% | |
| 34 | JOYT | Jpmorgan Eq And Optin Tr ETF | ETF-その他 | 0.78% | +0.96% | — | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.69% | — | — | |
| 36 | CRCL | Circle Internet Group INC | 株式-金融 | 0.64% | -0.01% | -4.22% | |
| 37 | ✓ | 株式-その他 | 0.60% | -0.49% | -6.50% | ||
| 38 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-その他 | 0.53% | — | — | |
| 39 | UBER | Uber Technologies INC | 株式-資本財 | 0.52% | -0.20% | +163.44% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.47% | -0.47% | EXIT | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.45% | -0.07% | +270.42% | |
| 42 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 0.43% | -0.10% | +178.45% | |
| 43 | WRD | Weride Inc-adr | 株式-その他 | 0.41% | — | -5.39% | |
| 44 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.40% | -0.22% | -58.63% | |
| 45 | MRVL | Marvell Technology INC | 株式-IT | 0.27% | -0.27% | EXIT | |
| 46 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 0.24% | -0.24% | EXIT | |
| 47 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.18% | — | -34.99% | |
| 48 | APO | Apollo Global Management INC | 株式-金融 | 0.18% | -0.18% | EXIT | |
| 49 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.16% | — | — | |
| 50 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.15% | — | — |