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 | 25.42% | -1.99% | +0.02% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 13.63% | +0.10% | +11.91% | |
| 3 | AAPL | Apple INC | 株式-IT | 10.98% | — | +1.37% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.56% | -1.06% | +4.63% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.31% | +0.06% | +3.63% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.94% | -0.37% | +3.18% | |
| 7 | FTCS | First Trust Capital Strength | ETF-その他 | 2.90% | — | +6.09% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.66% | — | +10.72% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.45% | +3.93% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.98% | -0.40% | — | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 1.86% | -0.01% | -6.43% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.80% | -2.39% | +17.28% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.71% | -0.10% | +1.21% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | -0.09% | +7.89% | |
| 15 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.61% | -0.05% | +0.48% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.59% | — | -6.18% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.50% | -0.26% | +2.76% | |
| 18 | DFAT | Dimensional US Target Value | ETF-その他 | 1.44% | — | +17.34% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.16% | +0.59% | +0.33% | |
| 20 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.01% | — | +11.92% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.82% | +0.33% | +32.66% | |
| 22 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.76% | — | -2.30% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.75% | — | +9.49% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.66% | — | -1.22% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | +247.55% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | -0.13% | +462.07% | |
| 27 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.51% | — | +34.11% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 0.50% | +0.20% | +0.05% | |
| 29 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.49% | -0.06% | +1.56% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | +0.13% | +0.45% | |
| 31 | ANET | Arista Networks INC | 株式-IT | 0.42% | — | — | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | — | +21.91% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.39% | — | -22.86% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.35% | — | — | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.34% | -0.16% | +63.30% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | +0.13% | +10.66% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | +0.46% | +7.51% | |
| 38 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 0.29% | — | -7.93% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.28% | — | +13.36% | |
| 40 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.27% | -0.20% | EXIT | |
| 41 | IOT | Samsara Inc-cl A | 株式-IT | 0.26% | — | +17.36% | |
| 42 | FPX | First Trust US Equity Opport | ETF-その他 | 0.25% | — | -3.22% | |
| 43 | MU | Micron Technology INC | 株式-IT | 0.24% | +0.21% | +21.49% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.23% | — | -3.64% | |
| 45 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.22% | — | -34.29% | |
| 46 | EQIX | Equinix INC | 株式-不動産 | 0.21% | — | +0.47% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.11% | +0.86% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | +0.27% | +1.32% | |
| 49 | FCVT | First Trust Ssi Strategi ETF | ETF-その他 | 0.18% | — | -4.75% | |
| 50 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.16% | — | — |