CIK: 0001844835
申告総資産額
$5.4億
| # | 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 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 13.57% | -10.08% | +1.99% | |
| 2 | MSTR | Strategy INC | 株式-IT | 9.66% | -0.54% | — | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 9.60% | -5.10% | +1.16% | |
| 4 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 9.19% | -2.55% | +238.08% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 7.53% | +0.26% | -0.54% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.53% | +0.04% | +5.31% | |
| 7 | AVDE | Avantis International Equity | ETF-その他 | 4.67% | +0.85% | +1.55% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 4.65% | — | +18.05% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.62% | -0.39% | +1.30% | |
| 10 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 3.35% | -0.29% | -3.81% | |
| 11 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 2.35% | +0.04% | +19.35% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.65% | — | -4.01% | |
| 13 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 1.37% | — | +3.48% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | -0.10% | +0.01% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.12% | +1.45% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.67% | +0.04% | +1.84% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.08% | +6.16% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | +0.12% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.56% | +11.02% | +7.51% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -0.01% | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.46% | -0.22% | +2.41% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.19% | -15.21% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | — | +2.25% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | -0.29% | +20.82% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | +190.95% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.41% | -0.05% | +8.41% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +22.65% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.40% | — | +11.92% | |
| 29 | WM | Waste Management INC | 株式-資本財 | 0.38% | — | +17.21% | |
| 30 | EMR | Emerson Electric Co | 株式-資本財 | 0.37% | — | +2.28% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | — | -0.63% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | — | +8.42% | |
| 33 | ETN | Eaton Corporation plc | 株式-資本財 | 0.32% | — | +1.33% | |
| 34 | TPR | Tapestry INC | 株式-一般消費財 | 0.32% | — | -12.77% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.32% | -0.07% | -14.70% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.07% | -15.61% | |
| 37 | VICI | Vici Properties INC | 株式-不動産 | 0.30% | — | +35.47% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | +9.54% | |
| 39 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.28% | — | -9.60% | |
| 40 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | ETF-その他 | 0.28% | — | — | |
| 41 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.28% | -0.29% | EXIT | |
| 42 | ORI | Old Republic Intl CORP | 株式-金融 | 0.27% | -0.05% | +6.71% | |
| 43 | NTAP | Netapp INC | 株式-IT | 0.26% | — | +7.28% | |
| 44 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.26% | — | — | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.26% | +4.86% | +16.67% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | -0.07% | +2.41% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.26% | — | — | |
| 48 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.25% | +6.96% | +11.62% | |
| 49 | TGT | Target CORP | 株式-一般消費財 | 0.25% | — | +161.72% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VFLO | Victoryshares Free Cash Flow | +6.2% | +238.08% | 増加 |
| 2 | UNP | Union Pacific CORP | +0.2% | +190.95% | 増加 |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.1% | +18.05% | 増加 |
| 4 | TGT | Target CORP | +0.1% | +161.72% | 増加 |
| 5 | AVGO | Broadcom INC | +0.1% | +8.41% | 増加 |
| 6 | ISRG | Intuitive Surgical INC | +0.1% | +180.00% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +20.82% | 増加 |
| 8 | UBND | Victoryshares Core Plus Bond | +0.1% | +19.35% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.1% | +1.45% | 増加 |
| 10 | GS | Goldman Sachs Group INC | +0.1% | +11.92% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +6.16% | 増加 |
| 12 | CRM | Salesforce INC | 0% | +2.75% | 増加 |
| 13 | SHOP | Shopify INC - Class A | 0% | +1.82% | 増加 |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +0.12% | 増加 |
| 15 | SCHW | Schwab (charles) CORP | 0% | +2.41% | 増加 |
| 16 | TPR | Tapestry INC | 0% | -12.77% | 減少 |
| 17 | VICI | Vici Properties INC | 0% | +35.47% | 増加 |
| 18 | QQQM | Invesco Nasdaq 100 ETF | 0% | +16.67% | 増加 |
| 19 | V | Visa Inc-class A Shares | 0% | +2.41% | 増加 |
| 20 | EMR | Emerson Electric Co | 0% | +2.28% | 増加 |
| 21 | WM | Waste Management INC | 0% | +17.21% | 増加 |
| 22 | ITOT | Ishares Core S&p Total U.s. | 0% | +7.51% | 増加 |
| 23 | SYU1 | Synovus Financial CORP | -0.1% | -24.49% | 減少 |
| 24 | CI | THE Cigna Group | -0.1% | -1.28% | 減少 |
| 25 | AAPL | Apple INC | -0.1% | -4.01% | 減少 |
| 26 | QCOM | Qualcomm INC | -0.1% | -14.70% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.2% | -15.61% | 減少 |
| 28 | XOM | Exxon Mobil CORP | -0.2% | -15.21% | 減少 |
| 29 | CVX | Chevron CORP | -0.3% | -50.11% | 減少 |
| 30 | JGRO | Jpmorgan Active Growth ETF | -0.5% | +1.99% | 増加 |
| 31 | PULS | Pgim Ultra Short Bond ETF | -0.5% | -3.81% | 減少 |
| 32 | FBND | Fidelity Total Bond ETF | -0.7% | +5.31% | 増加 |
| 33 | AVDE | Avantis International Equity | -0.9% | +1.55% | 増加 |
| 34 | AVEM | Avantis Emerging Markets Eq | -1% | +1.30% | 増加 |
| 35 | DGRO | Ishares Core Dividend Growth | -1.2% | +1.16% | 増加 |
| 36 | MSTR | Strategy INC | — | NEW | 新規購入 |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | 全売却 |
| 38 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 全売却 |
| 39 | PFE | Pfizer INC | — | EXIT | 全売却 |
| 40 | CNI | Canadian Natl Railway Co | — | EXIT | 全売却 |
| 41 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | — | NEW | 新規購入 |
| 42 | AMT | American Tower CORP | — | EXIT | 全売却 |
| 43 | DPZ | Domino's Pizza INC | — | NEW | 新規購入 |
| 44 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 45 | FCX | Freeport-mcmoran INC | — | EXIT | 全売却 |
| 46 | BTC | Grayscale Bitcoin Mini ETF | — | EXIT | 全売却 |
| 47 | BEPC | Brookfield Renewable CORP | — | EXIT | 全売却 |
| 48 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 49 | GIS | General Mills INC | — | EXIT | 全売却 |
| 50 | AMAT | Applied Materials INC | — | EXIT | 全売却 |