CIK: 0001975550
申告総資産額
$4.1億
| # | 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 | CARY | Angel Oak Income ETF | ETF-その他 | 6.48% | -0.05% | +25.93% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.00% | +1.73% | +11.19% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.26% | -0.51% | +5.44% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.88% | — | +53.31% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.80% | — | +963.09% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.57% | -0.29% | +5.96% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.57% | — | +42.35% | |
| 8 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 2.50% | — | +6.69% | |
| 9 | GTO | Invesco Total Return Bond Et | ETF-その他 | 2.46% | — | +10.81% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.41% | — | +0.14% | |
| 11 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 2.32% | — | +17.30% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.18% | — | +4.81% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.13% | -1.53% | -20.43% | |
| 14 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 2.06% | +0.11% | +46.58% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.81% | -0.34% | +0.31% | |
| 16 | ASML | ASML Holding N.V. | 株式-IT | 1.78% | -0.18% | +29.75% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.59% | — | +11.32% | |
| 18 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.59% | — | +26.49% | |
| 19 | APPF | Appfolio INC - A | 株式-IT | 1.58% | -0.34% | — | |
| 20 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.57% | +0.67% | NEW | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.32% | — | -0.86% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.32% | — | -13.86% | |
| 23 | HGER | Harbor Commodity All Weather | ETF-コモディティ | 1.30% | — | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.23% | — | +32.34% | |
| 25 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.22% | +1.33% | NEW | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.15% | — | -12.63% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.08% | +0.13% | +5.56% | |
| 28 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 1.06% | — | +78.36% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -1.02% | +490.49% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.00% | — | +193.62% | |
| 31 | EG | Everest Group, Ltd. | 株式-金融 | 0.98% | — | +10.53% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | +0.51% | -4.39% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | -7.54% | |
| 34 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.92% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | -31.03% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.90% | — | -1.79% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | — | +272.47% | |
| 38 | CCI | Crown Castle INC | 株式-不動産 | 0.84% | — | -9.03% | |
| 39 | LIN | Linde plc | 株式-素材 | 0.83% | -0.31% | +10.71% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.81% | — | -10.28% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.77% | — | -22.69% | |
| 42 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.73% | -0.79% | +130.19% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.25% | +5.00% | |
| 44 | CCJ | Cameco CORP | 株式-エネルギー | 0.70% | — | +36.47% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.68% | +0.35% | +13.80% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +4.58% | |
| 47 | EXK | Exact Sciences CORP | 株式-素材 | 0.65% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | -0.05% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | — | +11.83% | |
| 50 | ENVX | Enovix CORP | 株式-その他 | 0.62% | -0.30% | +36.37% |