CIK: 0001805370
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.60% | — | -5.40% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.54% | -0.07% | -7.24% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.89% | -2.27% | -7.79% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.96% | — | -19.68% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.43% | -1.40% | -6.05% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.22% | -2.03% | -1.44% | |
| 7 | CMI | Cummins INC | 株式-資本財 | 3.55% | -1.85% | -8.42% | |
| 8 | CAT | Caterpillar INC | 株式-資本財 | 3.45% | -2.06% | -10.78% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.22% | -2.42% | -6.65% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.80% | +0.40% | -8.07% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.68% | -1.26% | -6.20% | |
| 12 | BX | Blackstone INC | 株式-金融 | 2.60% | -1.41% | -4.05% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.57% | -1.19% | -6.24% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.54% | — | -9.56% | |
| 15 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-テック型 | 2.27% | +1.41% | -4.19% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.25% | +1.60% | -3.67% | |
| 17 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 2.24% | +0.24% | -3.49% | |
| 18 | AXP | American Express Co | 株式-金融 | 2.20% | -1.96% | EXIT | |
| 19 | NET | Cloudflare INC - Class A | 株式-IT | 1.96% | -2.25% | EXIT | |
| 20 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 1.94% | -1.60% | -4.97% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.80% | -1.33% | -8.43% | |
| 22 | APP | Applovin Corp-class A | 株式-IT | 1.68% | -1.13% | EXIT | |
| 23 | BALT | Inn Defined Wealth Shield | ETF-その他 | 1.66% | — | -12.76% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.37% | -1.22% | -8.82% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.31% | +2.33% | -6.22% | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.15% | — | -7.68% | |
| 27 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.12% | — | -8.78% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.07% | -0.92% | -9.40% | |
| 29 | CI | THE Cigna Group | 株式-ヘルスケア | 0.98% | -0.75% | -12.29% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | -0.74% | -0.86% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.92% | — | -1.58% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.82% | -0.85% | EXIT | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | -3.57% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.71% | — | -2.60% | |
| 35 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.69% | — | +48.44% | |
| 36 | BUXX | Strive Enhanced Income Short | ETF-その他 | 0.64% | — | +7.83% | |
| 37 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 0.61% | — | -21.53% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | — | +0.79% | |
| 39 | STT | State Street CORP | 株式-金融 | 0.60% | — | -0.43% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.56% | — | -0.50% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +1.78% | |
| 42 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.50% | — | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -6.05% | |
| 44 | LOCT | Innov Prm INC 15buff ETF Oct | ETF-その他 | 0.42% | — | -4.72% | |
| 45 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.41% | — | -2.13% | |
| 46 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.37% | — | -3.81% | |
| 47 | ADX | Adams Diversified Equity | 株式-その他 | 0.37% | — | -9.56% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | — | -9.77% | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.37% | — | -6.78% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | -71.59% |