CIK: 0001819815
申告総資産額
$5.9億
| # | 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 | XLK | Ss Technology Select Sector | ETF-テック型 | 11.22% | -3.65% | +83.92% | |
| 2 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 8.47% | -4.95% | +130.05% | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 7.65% | -5.60% | +3.24% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-その他 | 7.37% | -1.06% | -0.33% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.25% | — | -0.95% | |
| 6 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 3.26% | -3.26% | EXIT | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.66% | -0.31% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.58% | — | — | |
| 9 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 2.54% | -2.54% | EXIT | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.48% | -0.60% | +0.12% | |
| 11 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 2.34% | -2.34% | EXIT | |
| 12 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 2.20% | — | +8.79% | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.85% | -1.85% | EXIT | |
| 14 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.72% | — | +24.99% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.57% | — | +0.82% | |
| 16 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.43% | -1.02% | -18.91% | |
| 17 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.31% | — | -0.17% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.13% | -0.60% | -36.66% | |
| 19 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.08% | — | -0.47% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.98% | — | -0.66% | |
| 21 | VIK | Viking Holdings Ltd | 株式-一般消費財 | 0.92% | -0.63% | +129.63% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.91% | — | -0.20% | |
| 23 | PNOV | Innovator U.s. Equity Power | ETF-その他 | 0.90% | — | +41.09% | |
| 24 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.89% | — | -3.54% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | -0.37% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | — | +37.95% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | +0.28% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.79% | — | -9.96% | |
| 29 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.77% | — | -9.44% | |
| 30 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.76% | -0.76% | EXIT | |
| 31 | URI | United Rentals INC | 株式-資本財 | 0.75% | — | -1.17% | |
| 32 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.75% | — | -0.32% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.74% | — | +0.62% | |
| 34 | ROK | Rockwell Automation INC | 株式-資本財 | 0.68% | -0.68% | EXIT | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | — | +42.93% | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.65% | -0.65% | EXIT | |
| 37 | BJUL | Innovator U.s. Equity Buffer | ETF-その他 | 0.61% | — | — | |
| 38 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 0.59% | — | -0.03% | |
| 39 | ECHO | Echostar Corp-a | 株式-通信サービス | 0.57% | — | — | |
| 40 | BFEB | Innovator U.s. Equity Buffer | ETF-その他 | 0.53% | — | — | |
| 41 | CVNA | Carvana Co | 株式-一般消費財 | 0.51% | -0.51% | EXIT | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.51% | — | +0.17% | |
| 43 | WDC | Western Digital CORP | 株式-IT | 0.49% | +0.95% | — | |
| 44 | AAPL | Apple INC | 株式-IT | 0.47% | — | — | |
| 45 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.46% | -0.46% | EXIT | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | -0.41% | +815.63% | |
| 47 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.44% | — | — | |
| 48 | TKO | Tko Group Holdings INC | 株式-通信サービス | 0.44% | -0.44% | EXIT | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.42% | — | — | |
| 50 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.41% | — | +22.00% |