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 | 16.07% | -0.63% | +4.63% | |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 15.77% | -1.85% | +3.60% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 12.20% | -0.33% | -3.84% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 11.93% | -1.40% | +3.82% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.64% | -0.46% | +4.87% | |
| 6 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 4.45% | +0.39% | +2.77% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.11% | -0.23% | -0.26% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.16% | -0.16% | -6.66% | |
| 9 | BWXT | Bwx Technologies INC | 株式-資本財 | 2.14% | +0.25% | +1.91% | |
| 10 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.65% | -0.25% | +3.64% | |
| 11 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.64% | +0.73% | +3.26% | |
| 12 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.59% | -0.15% | +4.67% | |
| 13 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.30% | -0.26% | +118.35% | |
| 14 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 1.21% | +0.07% | -4.31% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.95% | — | -0.82% | |
| 16 | STXG | Strive 1000 Growth ETF | ETF-その他 | 0.90% | +0.16% | +5.27% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | +0.11% | -8.75% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | — | -0.29% | |
| 19 | FHEQ | Fidelity Hedged Equity ETF | ETF-その他 | 0.63% | -0.22% | +4.55% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.14% | +0.92% | |
| 21 | CB | Chubb Limited | 株式-金融 | 0.57% | — | +1.57% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +4.76% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.46% | +0.12% | +0.20% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | -0.09% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.15% | +1.85% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.40% | +0.25% | +20.83% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | — | — | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | — | +18.61% | |
| 29 | POWL | Powell Industries INC | 株式-資本財 | 0.36% | -0.12% | -4.37% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | +3.94% | |
| 31 | SHOC | Shoc US Semicon Equity ETF | ETF-その他 | 0.33% | +0.32% | -2.26% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.33% | — | +17.93% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | -0.23% | -2.02% | |
| 34 | FSLR | First Solar INC | 株式-IT | 0.31% | -0.31% | EXIT | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | — | -2.03% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.30% | — | -3.95% | |
| 37 | MLPA | Global X Mlp ETF | ETF-その他 | 0.29% | +0.10% | +28.27% | |
| 38 | CME | Cme Group INC | 株式-金融 | 0.28% | +0.08% | +2.11% | |
| 39 | AKRE | Akre Focus ETF | ETF-その他 | 0.28% | — | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -0.62% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.25% | — | +2.04% | |
| 42 | O | Realty Income CORP | 株式-不動産 | 0.25% | — | +11.38% | |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.23% | +0.11% | +18.41% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.23% | — | — | |
| 45 | EOG | Eog Resources INC | 株式-エネルギー | 0.23% | +0.15% | +3.09% | |
| 46 | AWK | American Water Works Co INC | 株式-公益事業 | 0.22% | — | +15.05% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.22% | — | +92.44% | |
| 48 | WPC | Wp Carey INC | 株式-不動産 | 0.21% | — | -0.16% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | -2.22% | |
| 50 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 0.20% | — | +0.27% |