CIK: 0001607866
申告総資産額
$7.2億
| # | 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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.69% | -0.59% | -0.39% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.43% | -0.22% | -11.73% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.73% | -1.07% | -8.52% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.51% | -0.20% | -2.34% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | -0.13% | +1.83% | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.14% | +0.01% | -1.42% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.06% | -1.18% | -2.11% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.47% | — | +21.47% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.44% | -0.14% | +0.80% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.10% | +0.03% | +29.69% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 1.96% | -0.02% | -0.41% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.90% | -0.15% | -2.03% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.87% | -0.16% | -0.83% | |
| 14 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.70% | — | +0.35% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.66% | — | +74.12% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | +0.57% | -1.02% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.49% | — | +8.51% | |
| 18 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.46% | — | +42.15% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | -1.73% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.34% | — | -0.31% | |
| 21 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.32% | — | +131.84% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.30% | -0.12% | +0.22% | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 1.24% | — | -1.44% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 1.23% | +0.39% | -1.34% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | +0.34% | -1.37% | |
| 26 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.17% | — | +2.66% | |
| 27 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 1.16% | — | +2.19% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.16% | -0.31% | +234.73% | |
| 29 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 1.15% | -0.06% | +3.49% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.03% | — | +31.23% | |
| 31 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.98% | — | +7.92% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.19% | +8.84% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.91% | -0.04% | +9.93% | |
| 34 | UBER | Uber Technologies INC | 株式-資本財 | 0.90% | -0.13% | +9.59% | |
| 35 | FTNT | Fortinet INC | 株式-IT | 0.88% | — | +3.17% | |
| 36 | DGT | Ss Spdr Global Dow ETF | ETF-その他 | 0.83% | +0.12% | -0.27% | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.82% | — | +5.35% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.81% | +0.17% | +5.68% | |
| 39 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.78% | — | +14.09% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.78% | +0.12% | +196.94% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.74% | — | +3.67% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | -0.08% | -2.58% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.33% | +9.20% | |
| 44 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.73% | +0.31% | — | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | -0.53% | EXIT | |
| 46 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.69% | -0.01% | -0.75% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.65% | -0.05% | +305.23% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | — | +1.13% | |
| 49 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.64% | — | -9.38% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | -1.42% |