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 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 16.60% | — | -25.33% | |
| 2 | MSTR | Strategy INC | 株式-IT | 12.51% | -0.54% | +12.45% | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 12.00% | -10.08% | +14.52% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.05% | -5.10% | -16.27% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 5.96% | -2.55% | -13.17% | |
| 6 | AVDE | Avantis International Equity | ETF-その他 | 5.38% | +0.85% | +49.58% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.93% | +0.04% | -0.32% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.09% | -5.75% | +4696.09% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 3.66% | — | +0.70% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.83% | +0.26% | -45.80% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.54% | -0.39% | -49.89% | |
| 12 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 2.49% | +0.04% | +0.94% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 2.20% | -0.29% | +16.24% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | -0.10% | -0.41% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.87% | — | -8.36% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.12% | +1.16% | |
| 17 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 0.64% | — | -2.42% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.63% | +0.04% | +7.26% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | — | +7.96% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.08% | +4.34% | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.47% | -0.22% | +5.69% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.45% | +11.02% | -0.22% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 0.39% | — | +2.96% | |
| 24 | WM | Waste Management INC | 株式-資本財 | 0.38% | — | +8.40% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.38% | — | +178.18% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.35% | -0.05% | +2.03% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.19% | +6.80% | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.35% | — | +5.85% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.34% | -0.07% | +8.75% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | -0.29% | +11.12% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.07% | +3.86% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.30% | — | +2.81% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.29% | — | +3.03% | |
| 34 | VICI | Vici Properties INC | 株式-不動産 | 0.28% | — | +3.95% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +2.19% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | +0.14% | +8.57% | |
| 37 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.27% | — | +5.18% | |
| 38 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | ETF-その他 | 0.26% | — | — | |
| 39 | TPR | Tapestry INC | 株式-一般消費財 | 0.24% | — | +2.64% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.24% | — | +3.80% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | +4.23% | |
| 42 | ORI | Old Republic Intl CORP | 株式-金融 | 0.23% | -0.05% | +3.89% | |
| 43 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.22% | -0.29% | EXIT | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.22% | +4.86% | +1.44% | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.21% | — | -22.21% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.21% | -0.07% | +4.33% | |
| 47 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.21% | +6.96% | +1.29% | |
| 48 | NTAP | Netapp INC | 株式-IT | 0.18% | — | +1.88% | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.18% | — | +2.38% | |
| 50 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.18% | — | +2.06% |