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 | 27.46% | -1.99% | -3.91% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 15.53% | +0.10% | +0.51% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.54% | — | -3.13% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.70% | -1.06% | +19.33% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.08% | +0.06% | +1.35% | |
| 6 | FTCS | First Trust Capital Strength | ETF-その他 | 2.97% | — | +3.41% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.75% | — | +4.89% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.63% | -0.45% | +0.17% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.36% | +0.33% | +94.64% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.29% | -2.39% | +20.30% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 2.20% | -0.40% | +1.06% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.01% | -0.37% | -2.51% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.91% | -0.10% | +3.33% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 1.90% | -0.01% | -3.50% | |
| 15 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.76% | -0.05% | +4.29% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | -0.09% | +2.17% | |
| 17 | MAYM | Ft Vest US Eq Max Buf May | ETF-その他 | 1.12% | -0.11% | — | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.07% | — | -3.34% | |
| 19 | ADBE | Adobe INC | 株式-IT | 0.98% | -0.26% | -12.54% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | +0.59% | -0.10% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.95% | — | +2.56% | |
| 22 | DFAT | Dimensional US Target Value | ETF-その他 | 0.77% | — | -27.07% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.77% | -0.13% | +3.93% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.71% | — | -40.36% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.62% | -0.06% | +21.76% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.56% | -0.16% | +3.38% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 0.51% | +0.20% | -5.52% | |
| 28 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.49% | — | -10.88% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.45% | — | +3.25% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | +0.13% | +18.75% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | +0.13% | -1.40% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | -4.93% | |
| 33 | ANET | Arista Networks INC | 株式-IT | 0.34% | — | -2.13% | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.32% | +0.21% | +3.44% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | +0.11% | +27.37% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.46% | -7.31% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.26% | — | -0.07% | |
| 38 | FPX | First Trust US Equity Opport | ETF-その他 | 0.25% | — | — | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.25% | — | +55.90% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.23% | — | -10.34% | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.22% | -0.20% | EXIT | |
| 42 | IOT | Samsara Inc-cl A | 株式-IT | 0.22% | — | +2.61% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.11% | -3.03% | |
| 44 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.19% | — | +3.71% | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.17% | — | +0.14% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.15% | — | +4.73% | |
| 47 | AZO | Autozone INC | 株式-一般消費財 | 0.13% | — | +44.87% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.13% | — | +14.74% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.12% | — | +0.34% | |
| 50 | PANW | Palo Alto Networks INC | 株式-IT | 0.12% | — | -2.53% |