CIK: 0002014164
申告総資産額
$1.8億
| # | 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 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 10.30% | +0.33% | -1.68% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 8.99% | -0.90% | -0.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.40% | -0.45% | +6.51% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 7.68% | -0.09% | +0.09% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 6.87% | -2.63% | EXIT | |
| 6 | AAPL | Apple INC | 株式-IT | 4.58% | -0.39% | +6.04% | |
| 7 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 3.74% | -0.35% | -0.90% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.24% | -0.11% | -8.03% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.52% | -0.26% | -16.73% | |
| 10 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 2.51% | -0.49% | -0.79% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.42% | -0.22% | +6.70% | |
| 12 | ALT | Altimmune INC | 株式-その他 | 2.41% | — | +10.17% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.03% | +0.69% | +86.26% | |
| 14 | WOR | Worthington Enterprises INC | 株式-その他 | 1.68% | — | -0.44% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.33% | -0.03% | — | |
| 16 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.24% | -0.16% | -6.69% | |
| 17 | WS | Worthington Steel INC | 株式-その他 | 0.97% | -0.06% | -0.44% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | — | +2340.51% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +6.31% | |
| 20 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 0.78% | — | — | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.78% | -0.08% | +0.01% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.03% | +92.42% | |
| 23 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.71% | — | -22.83% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +11.52% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | -54.80% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.68% | +0.06% | -1.08% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.67% | -0.08% | +11.07% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +0.30% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +5.32% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | -0.16% | EXIT | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | — | +46.14% | |
| 33 | JBL | Jabil INC | 株式-IT | 0.55% | — | — | |
| 34 | AMAT | Applied Materials INC | 株式-IT | 0.55% | — | — | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.52% | -0.05% | — | |
| 36 | SCI | Service CORP International | 株式-一般消費財 | 0.49% | — | -34.91% | |
| 37 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.47% | — | -33.06% | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.45% | — | -53.05% | |
| 39 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.45% | +0.27% | +9.21% | |
| 40 | INVA | Innoviva INC | 株式-その他 | 0.44% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.04% | -27.06% | |
| 42 | PGR | Progressive CORP | 株式-金融 | 0.43% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | +22.39% | |
| 44 | AMD | Advanced Micro Devices | 株式-IT | 0.42% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.40% | — | +26.69% | |
| 46 | FTNT | Fortinet INC | 株式-IT | 0.39% | — | — | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | +0.18% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | +0.13% | |
| 49 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.38% | — | +0.06% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | — | +35.50% |