CIK: 0001723115
申告総資産額
$3.0億
| # | 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 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 24.07% | -0.33% | +5018.96% | |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 18.30% | -1.85% | +5930.24% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 10.16% | — | +5184.46% | |
| 4 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 6.84% | +0.39% | +2317.35% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-その他 | 5.65% | -1.40% | +28230.95% | |
| 6 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 2.71% | +0.07% | +2039.41% | |
| 7 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 2.64% | — | +96425.90% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.28% | — | +10525.81% | |
| 9 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 2.22% | -0.25% | — | |
| 10 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.76% | — | +694.83% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.61% | — | — | |
| 12 | STXG | Strive 1000 Growth ETF | ETF-その他 | 1.47% | +0.16% | +3778.77% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.35% | -0.23% | +13293.61% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.33% | -0.16% | +24931.34% | |
| 15 | BWXT | Bwx Technologies INC | 株式-資本財 | 1.30% | +0.25% | +9308.98% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.11% | — | — | |
| 17 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.98% | — | +1517.18% | |
| 18 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.96% | +0.73% | +16338.29% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.95% | — | +7808.34% | |
| 20 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.77% | — | — | |
| 21 | ENB | Enbridge INC | 株式-エネルギー | 0.68% | — | +4131.48% | |
| 22 | CB | Chubb Limited | 株式-金融 | 0.62% | — | +26761.37% | |
| 23 | WPC | Wp Carey INC | 株式-不動産 | 0.59% | — | +10001.10% | |
| 24 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 0.52% | — | +3108.49% | |
| 25 | AVA | Avista CORP | 株式-公益事業 | 0.51% | — | — | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | — | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | +0.08% | NEW | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | — | +5729.59% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.43% | — | +921.29% | |
| 30 | SHOC | Shoc US Semicon Equity ETF | ETF-その他 | 0.43% | +0.32% | +4696.90% | |
| 31 | WCBR | Wisdomtree Cybersecurity Fnd | ETF-その他 | 0.39% | — | +1456.03% | |
| 32 | BAX | Baxter International INC | 株式-ヘルスケア | 0.38% | — | +3112.14% | |
| 33 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.38% | — | +2279.53% | |
| 34 | CRBG | Corebridge Financial INC | 株式-金融 | 0.36% | — | — | |
| 35 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.36% | — | +4647.17% | |
| 36 | O | Realty Income CORP | 株式-不動産 | 0.35% | — | — | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.30% | — | +7736.50% | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.27% | — | +5780.87% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | +0.11% | +21944.59% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.23% | — | +6052.33% | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.22% | — | +31.67% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +8711.55% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.20% | -0.14% | EXIT | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | -0.23% | +16275.84% | |
| 45 | KR | Kroger Co | 株式-生活必需品 | 0.18% | — | +5326.38% | |
| 46 | EOG | Eog Resources INC | 株式-エネルギー | 0.17% | +0.15% | +12422.51% | |
| 47 | NXST | Nexstar Media Group INC | 株式-通信サービス | 0.16% | — | +16009.45% | |
| 48 | FSLR | First Solar INC | 株式-IT | 0.13% | -0.31% | EXIT | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.13% | — | +10390.03% | |
| 50 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.12% | — | +16964.59% |