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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.06% | +0.25% | +22.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.69% | +0.08% | -15.57% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.55% | -0.11% | -10.50% | |
| 4 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 3.21% | +1.44% | +148.26% | |
| 5 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 2.68% | -0.91% | -8.03% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.57% | — | +4.26% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.39% | -0.82% | +3.71% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.31% | +0.03% | -13.84% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.07% | -0.56% | -10.89% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | — | -12.30% | |
| 11 | ET | Energy Transfer LP | 株式-エネルギー | 1.98% | — | +3.79% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.94% | — | +6.17% | |
| 13 | FTHY | First Trust Hi Yld Opp 2027 | 株式-その他 | 1.81% | — | +19.48% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.62% | — | +23.09% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.58% | — | -0.85% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.37% | -3.61% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.47% | — | -2.28% | |
| 18 | ALAI | Alger Ai Enable & Adopt ETF | ETF-その他 | 1.44% | +0.46% | +97.49% | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.43% | +1.00% | +95.14% | |
| 20 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.39% | -0.47% | +14.98% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.35% | — | +13.07% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.14% | +0.13% | +19.34% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.09% | — | +75.43% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | +42.89% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | -0.96% | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 1.01% | -0.45% | -0.49% | |
| 27 | AFGR | First Trust Active Factor La | ETF-その他 | 0.98% | -0.27% | +331.86% | |
| 28 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.98% | +1.10% | +374.91% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | — | +0.04% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.96% | — | -11.54% | |
| 31 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.90% | -0.72% | +29.12% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.89% | +0.13% | +38.04% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | — | -6.85% | |
| 34 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.83% | — | +199.01% | |
| 35 | HYXF | Ishares Esg Adv High Yield | ETF-ハイイールド債 | 0.80% | — | +52.42% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.80% | — | -10.53% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.78% | — | -2.03% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | -4.63% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.75% | — | -12.62% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.73% | — | -2.07% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.71% | — | +23.88% | |
| 42 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 0.65% | +0.13% | -0.33% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | -13.64% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.60% | -0.33% | +89.85% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.60% | — | +79.31% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | — | -8.51% | |
| 47 | CAIE | Calamos Autocallable INC ETF | ETF-その他 | 0.57% | +0.86% | — | |
| 48 | ETHE | Grayscale Ethereum Staking E | ETF-その他 | 0.56% | -0.33% | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.55% | — | +86.24% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -10.19% |