CIK: 0001820879
申告総資産額
$3.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 19.75% | +11.50% | -58.55% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.82% | — | -68.48% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.18% | — | -63.95% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.58% | — | -57.69% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.43% | — | -70.09% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.26% | -0.13% | +1779.31% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.77% | — | -38.12% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 1.76% | — | +38.88% | |
| 9 | DVN | Devon Energy CORP | 株式-エネルギー | 1.66% | — | +832.26% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | — | -43.27% | |
| 11 | ET | Energy Transfer LP | 株式-エネルギー | 1.61% | — | +525.61% | |
| 12 | EOG | Eog Resources INC | 株式-エネルギー | 1.56% | — | — | |
| 13 | MARA | Mara Holdings INC | 株式-金融 | 1.55% | — | -2.33% | |
| 14 | MRO* | Marathon Oil CORP | 株式-その他 | 1.46% | — | — | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.37% | — | -47.16% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.23% | -85.05% | |
| 17 | TXN | Texas Instruments INC | 株式-IT | 1.09% | — | -32.97% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | — | -61.80% | |
| 19 | FUBOGBP | Fubotv INC | 株式-その他 | 0.98% | — | -3.78% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | — | -84.08% | |
| 21 | PUBM | Pubmatic Inc-class A | 株式-その他 | 0.93% | — | +0.03% | |
| 22 | THQ | Abrdn Healthcare Opport | 株式-その他 | 0.90% | — | -5.98% | |
| 23 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.89% | — | -36.94% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | — | -43.45% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.80% | -0.16% | -95.34% | |
| 26 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.80% | — | — | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | -91.57% | |
| 28 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.77% | -0.17% | -54.24% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.76% | — | -91.49% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.76% | — | -95.55% | |
| 31 | BBBY | Bed Bath & Beyond INC | 株式-その他 | 0.74% | — | +32.28% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.73% | — | -42.21% | |
| 33 | IRT | Independence Realty Trust In | 株式-不動産 | 0.69% | — | -4.50% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | -40.69% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.68% | — | -38.69% | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.68% | +0.16% | -96.53% | |
| 37 | INTU | Intuit INC | 株式-IT | 0.67% | — | -70.06% | |
| 38 | ARCC | Ares Capital CORP | 株式-金融 | 0.62% | — | -11.44% | |
| 39 | DG | Dollar General CORP | 株式-生活必需品 | 0.62% | — | -52.30% | |
| 40 | XYZ | Block INC | 株式-金融 | 0.61% | — | +163.31% | |
| 41 | XSCDX | Lmp Capital And Income Fund | 株式-その他 | 0.59% | — | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.59% | — | -28.31% | |
| 43 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.57% | -0.14% | -42.36% | |
| 44 | FXN | First Trust Energy Alphadex | ETF-その他 | 0.55% | — | — | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -52.10% | |
| 46 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 0.54% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.54% | — | -17.52% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.51% | -0.22% | -95.77% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | — | -81.48% | |
| 50 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.50% | — | — |