CIK: 0001912451
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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 20.51% | — | +73.28% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.78% | — | -5.46% | |
| 3 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 7.04% | — | -0.57% | |
| 4 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 6.31% | — | — | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.16% | — | +1.87% | |
| 6 | REZ | Ishars Res And Multi Reales | ETF-その他 | 5.15% | — | +80.89% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 4.82% | — | -13.15% | |
| 8 | FXZ | First Trust Materials Alphad | ETF-その他 | 4.19% | — | -14.47% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.96% | — | +79.85% | |
| 10 | FTXO | First Trust Nasdaq Bank ETF | ETF-テック型 | 3.64% | — | -34.66% | |
| 11 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.46% | — | — | |
| 12 | FTGC | First Trust Global Tactical | ETF-その他 | 3.45% | — | — | |
| 13 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.30% | — | +1.74% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.98% | — | +32.82% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.83% | — | +24.84% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | — | -15.05% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.59% | — | +9.51% | |
| 18 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.91% | — | -13.64% | |
| 19 | FXR | First Trust Indst/producers | ETF-その他 | 0.86% | — | +62.89% | |
| 20 | EMLP | First Trust North American E | ETF-その他 | 0.61% | — | -20.08% | |
| 21 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.58% | — | -1.84% | |
| 22 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.57% | — | — | |
| 23 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.56% | — | — | |
| 24 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.46% | — | — | |
| 25 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.42% | — | -23.91% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.41% | — | -10.29% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | -1.67% | |
| 28 | BIBL | Inspire 100 ETF | ETF-その他 | 0.35% | — | +59.72% | |
| 29 | FMB | First Trust Managed Municipa | ETF-その他 | 0.35% | — | — | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.32% | — | -40.45% | |
| 31 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.30% | — | +13.14% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.29% | — | — | |
| 33 | AEP | American Electric Power | 株式-公益事業 | 0.27% | — | — | |
| 34 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.25% | — | — | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.24% | — | — | |
| 36 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.24% | — | -58.87% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | — | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | — | |
| 39 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.23% | — | -19.06% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.23% | — | -0.78% | |
| 41 | XLF | Ss Financial Select Sector | ETF-その他 | 0.21% | — | -66.74% | |
| 42 | EOG | Eog Resources INC | 株式-エネルギー | 0.20% | — | — | |
| 43 | ERX | Direxion Daily Enrgy Bl2x-ui | ETF-その他 | 0.20% | — | — | |
| 44 | HTEC | Robo Global Healthcare Tech | ETF-テック型 | 0.20% | — | -13.59% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | — | — | |
| 46 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.19% | — | — | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.19% | — | +6.81% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | — | |
| 49 | ISREUR | Isoray INC | 株式-その他 | 0.01% | — | — | |
| 50 | OXY-WS | Occidental Petroleum-cw27 | 株式-その他 | — | — | — |