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 | 26.36% | -1.99% | -0.03% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 12.52% | +0.10% | +7.96% | |
| 3 | AAPL | Apple INC | 株式-IT | 9.96% | — | -2.99% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.95% | -1.06% | +14.94% | |
| 5 | FTCS | First Trust Capital Strength | ETF-その他 | 3.34% | — | +7.22% | |
| 6 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.32% | +0.06% | +2.58% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.09% | — | +7.71% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.46% | -2.39% | +10.69% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -0.45% | +3.54% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.99% | -0.37% | -0.14% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.97% | -0.40% | +7.09% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.82% | -0.10% | +2.11% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | -0.09% | +13.62% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 1.68% | -0.01% | +1.04% | |
| 15 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.62% | -0.05% | +3.94% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.31% | -0.26% | -3.77% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.22% | — | +24.08% | |
| 18 | DFAT | Dimensional US Target Value | ETF-その他 | 1.19% | — | -14.98% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.11% | — | -24.10% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.08% | +0.33% | +43.96% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | +65.86% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | +0.59% | -0.27% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.89% | — | +30.22% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.83% | -0.13% | +8.60% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.62% | — | +299.01% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | — | -20.38% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 0.50% | +0.20% | +6.77% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.50% | — | +9.58% | |
| 29 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.50% | -0.06% | +4.98% | |
| 30 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.49% | — | -38.96% | |
| 31 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.48% | — | -5.77% | |
| 32 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.47% | — | +210.74% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | +0.13% | +1.35% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.41% | -0.16% | +35.36% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | +0.13% | +27.70% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.31% | — | +45.05% | |
| 37 | ANET | Arista Networks INC | 株式-IT | 0.31% | — | -0.07% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.46% | +18.45% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.31% | — | -39.10% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.30% | — | +0.70% | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.29% | -0.20% | EXIT | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | +0.11% | +110.22% | |
| 43 | MU | Micron Technology INC | 株式-IT | 0.26% | +0.21% | -2.51% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.11% | +3.14% | |
| 45 | IOT | Samsara Inc-cl A | 株式-IT | 0.24% | — | +0.07% | |
| 46 | FPX | First Trust US Equity Opport | ETF-その他 | 0.23% | — | -8.32% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.23% | — | -1.78% | |
| 48 | EQIX | Equinix INC | 株式-不動産 | 0.19% | — | +0.79% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.18% | — | +34.72% | |
| 50 | FCVT | First Trust Ssi Strategi ETF | ETF-その他 | 0.17% | — | -4.47% |