CIK: 0001697857
申告総資産額
$2.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 42.98% | +29.58% | -53.04% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.00% | -1.37% | -9.77% | |
| 3 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 5.30% | -3.17% | +36.01% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.70% | -1.20% | -10.72% | |
| 5 | QXO | Qxo INC | 株式-資本財 | 3.39% | -2.98% | +101.92% | |
| 6 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 3.16% | -0.98% | EXIT | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 3.12% | +0.51% | -45.12% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.64% | — | -2.40% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.13% | — | -2.02% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.94% | -0.65% | -3.28% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.71% | — | -5.24% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.60% | -0.94% | -2.24% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | -0.37% | -5.42% | |
| 14 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 1.43% | — | -3.46% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.28% | — | -7.47% | |
| 16 | SPXU | Prosh Ultrapro Short S&p 500 | ETF-大型株・グロース | 1.24% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.19% | -0.47% | -0.86% | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.17% | -0.29% | -8.46% | |
| 19 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 1.12% | -0.70% | -24.88% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.11% | -0.17% | -3.69% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.05% | — | +102.98% | |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.91% | -0.53% | -4.00% | |
| 23 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 0.82% | — | — | |
| 24 | ✓ | Exchange Traded Concepts Tru | 株式-その他 | 0.67% | — | +0.97% | |
| 25 | DAPP | Vaneck Digital Transformatio | ETF-その他 | 0.54% | -0.12% | +2.94% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.52% | +0.17% | +2.49% | |
| 27 | ARKK | Ark Innovation ETF | ETF-その他 | 0.48% | — | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.48% | -0.25% | -19.01% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -14.67% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.33% | -0.11% | — | |
| 31 | AMD | Advanced Micro Devices | 株式-IT | 0.30% | -0.49% | EXIT | |
| 32 | QQQI | Neos Nasdaq-100 High INC ETF | ETF-テック型 | 0.27% | +0.29% | -37.40% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 0.25% | — | -1.58% | |
| 34 | SNOW | Snowflake INC | 株式-IT | 0.24% | — | — | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.23% | — | -11.25% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.20% | — | -59.87% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.20% | +0.10% | NEW | |
| 38 | SOFI | Sofi Technologies INC | 株式-金融 | 0.20% | — | — | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.20% | -0.46% | +18.53% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.15% | — | -27.11% | |
| 41 | ISPY | Proshares S&p High Incom ETF | ETF-その他 | 0.14% | — | -47.66% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.14% | — | -43.01% | |
| 43 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.14% | -0.29% | — | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.13% | — | -3.24% | |
| 45 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | ETF-その他 | 0.09% | — | — | |
| 46 | SLI | Standard Lithium LTD | 株式-その他 | 0.01% | — | -41.06% | |
| 47 | OCGN | Ocugen INC | 株式-その他 | 0.01% | — | -51.15% |