CIK: 0001765387
申告総資産額
$3.4億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 47.54% | -1.99% | -10.39% | |
| 2 | ADBE | Adobe INC | 株式-IT | 5.03% | -0.26% | -1.81% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.81% | — | +325.66% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.95% | — | +16.32% | |
| 5 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 3.65% | -0.05% | -22.00% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.63% | -0.09% | +4.50% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 3.35% | -0.10% | +5.95% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.72% | -1.06% | +63.47% | |
| 9 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.34% | — | +16.15% | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.27% | +0.06% | +60.35% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 2.12% | -0.37% | +546.88% | |
| 12 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.07% | — | +2.42% | |
| 13 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.77% | — | -1.26% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.60% | -0.20% | EXIT | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.47% | +0.10% | — | |
| 16 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 1.43% | — | — | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.06% | — | +0.27% | |
| 18 | SQQQ | ProShares UltraPro Short QQQ | 株式-その他 | 0.84% | — | -16.44% | |
| 19 | BBSI | Barrett Business Svcs INC | 株式-その他 | 0.68% | — | — | |
| 20 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.65% | — | +65.18% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.45% | — | |
| 22 | FPX | First Trust US Equity Opport | ETF-その他 | 0.62% | — | — | |
| 23 | FCVT | First Trust Ssi Strategi ETF | ETF-その他 | 0.57% | — | +0.02% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | +0.59% | +0.25% | |
| 25 | ANETEUR | Arista Networks INC | 株式-その他 | 0.47% | — | — | |
| 26 | INTC | Intel CORP | 株式-IT | 0.46% | — | +0.15% | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.43% | -0.06% | +82.57% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 0.43% | +0.20% | -6.32% | |
| 29 | PTH | Invesco Dorsey Wright Health | ETF-その他 | 0.37% | — | — | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.30% | — | -0.62% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.16% | +0.61% | |
| 32 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.25% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | +0.46% | +0.61% | |
| 34 | SNOW | Snowflake INC | 株式-IT | 0.23% | — | — | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.21% | — | — | |
| 36 | INTU | Intuit INC | 株式-IT | 0.21% | — | -13.07% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | -2.39% | -16.17% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | +0.13% | — | |
| 39 | AADR | Advisorshares Dorsey Wright | ETF-その他 | 0.19% | — | -15.73% | |
| 40 | ✓ | Myovant Sciences LTD | 株式-その他 | 0.17% | — | — |