CIK: 0001802132
申告総資産額
$1.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.36% | -0.11% | -1.84% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.70% | +0.08% | +21.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.51% | +0.25% | -1.39% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.03% | -0.56% | -0.08% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.68% | — | +548.83% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.44% | — | -9.06% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | — | +1.89% | |
| 8 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 2.38% | -0.91% | +109.86% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.35% | -0.82% | +3.95% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.29% | +0.03% | +3.27% | |
| 11 | ET | Energy Transfer LP | 株式-エネルギー | 2.20% | — | +0.69% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -0.37% | +9.48% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.75% | — | +0.29% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.50% | — | -8.12% | |
| 15 | AXP | American Express Co | 株式-金融 | 1.37% | — | +1.62% | |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.30% | — | -2.70% | |
| 17 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.27% | -0.47% | +100.49% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.24% | — | -27.37% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.17% | +0.13% | +4.29% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.16% | — | +2.43% | |
| 21 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.10% | — | +0.34% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | +0.12% | |
| 23 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.08% | — | +0.13% | |
| 24 | FTHY | First Trust Hi Yld Opp 2027 | 株式-その他 | 1.07% | — | +25.42% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.97% | — | -6.91% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | -1.01% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | — | +0.65% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.93% | — | -3.70% | |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.89% | -0.45% | +0.22% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.85% | +0.13% | +1.22% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | +0.22% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | -2.80% | |
| 33 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.77% | — | +32.04% | |
| 34 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.76% | — | +0.28% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | +0.11% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +0.12% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.71% | — | +0.20% | |
| 38 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.70% | +1.00% | +4.27% | |
| 39 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.69% | — | -8.81% | |
| 40 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-その他 | 0.69% | — | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.68% | — | -5.99% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.65% | — | +0.09% | |
| 43 | ETHE | Grayscale Ethereum Staking E | ETF-その他 | 0.63% | -0.33% | — | |
| 44 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.61% | — | +0.68% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.60% | — | +1096.50% | |
| 46 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.60% | — | +0.14% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | +7.27% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | +5.43% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | +0.04% | |
| 50 | WPC | Wp Carey INC | 株式-不動産 | 0.57% | — | +0.32% |