CIK: 0001904677
申告総資産額
$1.2億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 18.28% | +1.39% | -0.49% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.94% | -0.21% | -3.97% | |
| 3 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 4.74% | -0.35% | -3.37% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 4.62% | -0.27% | -1.08% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.58% | -0.05% | -0.51% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.83% | -0.01% | -0.06% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.52% | -0.56% | -1.02% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.44% | +1.37% | -0.03% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.44% | +0.01% | -1.74% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.23% | -0.13% | -1.53% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.04% | +0.11% | +0.19% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.90% | +0.42% | -0.27% | |
| 13 | BX | Blackstone INC | 株式-金融 | 1.89% | -0.33% | +12.09% | |
| 14 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 1.71% | -0.13% | -0.25% | |
| 15 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.66% | — | -7.21% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.57% | +0.04% | -0.73% | |
| 17 | LRCX | Lam Research CORP | 株式-IT | 1.40% | — | -11.22% | |
| 18 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.38% | -0.07% | -3.24% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.38% | -0.08% | -14.96% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.37% | — | — | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.28% | +0.04% | -1.93% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | — | -9.88% | |
| 23 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 1.07% | -0.18% | -7.20% | |
| 24 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.96% | -0.03% | +2.92% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.96% | — | -0.24% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | — | +12.48% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.92% | -0.07% | +15.34% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | -0.10% | -7.99% | |
| 29 | ARKK | Ark Innovation ETF | ETF-その他 | 0.86% | — | -9.11% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.83% | — | -3.33% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | — | -3.39% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | — | -4.48% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -0.46% | |
| 34 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.67% | — | -4.05% | |
| 35 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 0.65% | -0.12% | +7.16% | |
| 36 | SNPS | Synopsys INC | 株式-IT | 0.64% | — | -3.37% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.61% | — | -0.58% | |
| 38 | CEG | Constellation Energy | 株式-公益事業 | 0.60% | — | +9.40% | |
| 39 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.58% | -0.75% | — | |
| 40 | DVN | Devon Energy CORP | 株式-エネルギー | 0.57% | — | +9.55% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.52% | — | +1.05% | |
| 42 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.49% | — | +14.74% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.47% | — | -1.91% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | +138.35% | |
| 45 | SQM | Quimica Y Minera Chil-sp Adr | 株式-その他 | 0.45% | — | +1.17% | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.45% | — | +17.29% | |
| 47 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.44% | -0.11% | -20.52% | |
| 48 | VALE | Vale Sa-sp Adr | 株式-素材 | 0.43% | — | +1.81% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.42% | — | +5.71% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.40% | — | +2.22% |