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 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 15.66% | -0.63% | — | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 14.97% | -0.33% | -98.06% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 14.78% | -1.85% | -97.37% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 11.63% | -1.40% | -99.80% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.57% | -0.46% | -95.97% | |
| 6 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 5.04% | +0.39% | -95.90% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.83% | -0.23% | -99.03% | |
| 8 | BWXT | Bwx Technologies INC | 株式-資本財 | 1.98% | +0.25% | -99.17% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.97% | -0.16% | -99.74% | |
| 10 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.84% | +0.73% | -99.39% | |
| 11 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.60% | -0.25% | -98.11% | |
| 12 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.51% | -0.15% | — | |
| 13 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.30% | -0.26% | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.12% | — | -99.68% | |
| 15 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 1.02% | +0.07% | -96.35% | |
| 16 | STXG | Strive 1000 Growth ETF | ETF-その他 | 0.90% | +0.16% | -97.42% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | +0.11% | -99.45% | |
| 18 | CB | Chubb Limited | 株式-金融 | 0.66% | — | -99.91% | |
| 19 | FHEQ | Fidelity Hedged Equity ETF | ETF-その他 | 0.66% | -0.22% | -96.03% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.14% | -99.73% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.15% | — | |
| 22 | WPC | Wp Carey INC | 株式-不動産 | 0.43% | — | -98.30% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.43% | — | -99.81% | |
| 24 | FSLR | First Solar INC | 株式-IT | 0.42% | -0.31% | EXIT | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | — | -99.31% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.34% | — | -99.72% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.34% | — | -98.35% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.34% | -0.23% | -99.32% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.32% | — | -96.18% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.32% | — | -98.14% | |
| 31 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.32% | — | -99.63% | |
| 32 | SHOC | Shoc US Semicon Equity ETF | ETF-その他 | 0.30% | +0.32% | -97.37% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.29% | — | -99.26% | |
| 34 | AVA | Avista CORP | 株式-公益事業 | 0.29% | — | -97.10% | |
| 35 | POWL | Powell Industries INC | 株式-資本財 | 0.28% | -0.12% | -98.99% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | -99.71% | |
| 37 | EOG | Eog Resources INC | 株式-エネルギー | 0.27% | +0.15% | -99.13% | |
| 38 | CME | Cme Group INC | 株式-金融 | 0.27% | +0.08% | -99.58% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.27% | +0.11% | — | |
| 40 | O | Realty Income CORP | 株式-不動産 | 0.26% | — | -98.18% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.25% | +0.25% | -99.59% | |
| 42 | MLPA | Global X Mlp ETF | ETF-その他 | 0.25% | +0.10% | -97.91% | |
| 43 | ICE | Intercontinental Exchange In | 株式-金融 | 0.23% | +0.31% | -99.36% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.23% | +0.12% | -99.31% | |
| 45 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.23% | — | -98.04% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | — | -99.88% | |
| 47 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 0.22% | — | -96.80% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | — | -99.28% | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.20% | — | -99.18% | |
| 50 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.20% | — | -98.58% |