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 | 21.77% | -1.99% | -90.50% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 15.48% | +0.10% | +0.23% | |
| 3 | AAPL | Apple INC | 株式-IT | 8.08% | — | -1.57% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.87% | -1.06% | +10.17% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.06% | +0.06% | +1.99% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.45% | +26.02% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.91% | +0.33% | -0.75% | |
| 8 | FTCS | First Trust Capital Strength | ETF-その他 | 2.90% | — | +2.71% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 2.81% | -0.37% | +6.68% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.74% | — | +2.32% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.60% | -0.01% | -0.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.55% | -2.39% | +11.55% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | -0.09% | +12.39% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.76% | -0.40% | -4.93% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.74% | -0.13% | +4.72% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.42% | +0.59% | -5.13% | |
| 17 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.36% | -0.05% | +4.44% | |
| 18 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.29% | -0.10% | +4.58% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.20% | — | +11.52% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.06% | -0.16% | +63.74% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.06% | — | +8.06% | |
| 22 | MU | Micron Technology INC | 株式-IT | 0.74% | +0.21% | +7.62% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.74% | — | +29.78% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.73% | -0.06% | +9.35% | |
| 25 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.71% | — | -8.73% | |
| 26 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 0.67% | — | — | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.65% | -0.26% | -8.91% | |
| 28 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.64% | — | +985.14% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | +0.13% | +11.60% | |
| 30 | AMAT | Applied Materials INC | 株式-IT | 0.55% | +0.20% | -13.85% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.52% | — | +325.80% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | +0.46% | +1.91% | |
| 33 | MAYM | Ft Vest US Eq Max Buf May | ETF-その他 | 0.44% | -0.11% | -48.36% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.44% | — | -7.79% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | +0.13% | — | |
| 36 | ANET | Arista Networks INC | 株式-IT | 0.40% | — | -0.14% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.35% | — | -2.98% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | +0.11% | +8.33% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.29% | — | -4.62% | |
| 40 | DFAT | Dimensional US Target Value | ETF-その他 | 0.27% | — | -47.01% | |
| 41 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.27% | — | +97.04% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.20% | — | -7.82% | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.20% | -0.20% | EXIT | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.20% | — | -17.22% | |
| 45 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.18% | — | +110.83% | |
| 46 | FPX | First Trust US Equity Opport | ETF-その他 | 0.18% | — | -18.06% | |
| 47 | IOT | Samsara Inc-cl A | 株式-IT | 0.17% | — | -0.26% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.11% | -14.56% | |
| 49 | AZO | Autozone INC | 株式-一般消費財 | 0.15% | — | +20.45% | |
| 50 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.15% | +0.10% | +26.45% |