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 | 29.01% | -1.99% | +191.79% | |
| 2 | AAPL | Apple INC | 株式-IT | 12.68% | — | +0.85% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.73% | +0.10% | +8.59% | |
| 4 | ADBE | Adobe INC | 株式-IT | 4.27% | -0.26% | +17006.79% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.80% | +0.06% | +6.06% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.44% | -0.37% | +2.64% | |
| 7 | FTCS | First Trust Capital Strength | ETF-その他 | 3.20% | — | +83.79% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.98% | — | +69.01% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.75% | -1.06% | -23.33% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 2.69% | -0.10% | -1.08% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.23% | -0.01% | +174.71% | |
| 12 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 2.07% | — | +114.91% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.45% | +8.23% | |
| 14 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.77% | — | +9.32% | |
| 15 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.61% | -0.05% | +4.84% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.09% | -0.52% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.13% | — | +11.48% | |
| 18 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.06% | — | +7.00% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | +0.59% | — | |
| 20 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.99% | — | +6.71% | |
| 21 | AMAT | Applied Materials INC | 株式-IT | 0.81% | +0.20% | — | |
| 22 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.81% | — | -0.30% | |
| 23 | BBSI | Barrett Business Svcs INC | 株式-その他 | 0.75% | — | — | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.65% | -0.20% | EXIT | |
| 25 | GIS | General Mills INC | 株式-生活必需品 | 0.57% | — | +1.51% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | +0.13% | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.55% | — | — | |
| 28 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 0.54% | — | +11.88% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | -2.39% | +8.15% | |
| 30 | ANETEUR | Arista Networks INC | 株式-その他 | 0.44% | — | — | |
| 31 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.44% | — | +80.14% | |
| 32 | AEHR | Aehr Test Systems | 株式-その他 | 0.44% | — | +1.36% | |
| 33 | AMC | Amc Entertainment Hlds-cl A | 株式-その他 | 0.39% | — | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | — | +0.99% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.11% | +0.63% | |
| 36 | FPX | First Trust US Equity Opport | ETF-その他 | 0.37% | — | — | |
| 37 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.34% | — | — | |
| 38 | FCVT | First Trust Ssi Strategi ETF | ETF-その他 | 0.30% | — | -0.30% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.29% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | +0.46% | -1.63% | |
| 41 | EQIX | Equinix INC | 株式-不動産 | 0.27% | — | -13.81% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | +0.13% | -33.32% | |
| 43 | ZM | Zoom Communications INC | 株式-IT | 0.23% | — | -6.03% | |
| 44 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.23% | — | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.22% | — | — | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.22% | -0.16% | +1.45% | |
| 47 | 8QR | Confluent Inc-class A | 株式-その他 | 0.21% | — | -25.89% | |
| 48 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.20% | -0.06% | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.16% | +0.29% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.18% | — | — |