CIK: 0001873973
申告総資産額
$1.7億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 36.84% | -2.54% | -3.22% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 25.97% | -4.89% | -3.24% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 6.07% | — | — | |
| 4 | FDN | First Trust Dow Jones Intern | ETF-その他 | 5.11% | — | — | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 3.99% | -0.07% | — | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.95% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.62% | — | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.60% | +0.27% | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.57% | +0.32% | +2070.46% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 2.31% | +0.23% | +11.07% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | -0.05% | -74.26% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.05% | +0.08% | -75.60% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.90% | -0.13% | EXIT | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.82% | — | -9.73% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | -0.10% | — | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | +0.19% | -84.19% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 0.32% | +0.10% | -5.38% | |
| 18 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.31% | — | — | |
| 19 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.25% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +6.1% | NEW | 新規購入 |
| 2 | FDN | First Trust Dow Jones Intern | +5.1% | NEW | 新規購入 |
| 3 | NFLX | Netflix INC | +4% | NEW | 新規購入 |
| 4 | IWM | Ishares Russell 2000 ETF | +4% | NEW | 新規購入 |
| 5 | JPM | Jpmorgan Chase & Co | +3.6% | NEW | 新規購入 |
| 6 | AMZN | Amazon.com INC | +3.6% | NEW | 新規購入 |
| 7 | NVDA | Nvidia CORP | +2.4% | +2070.46% | 増加 |
| 8 | TSLA | Tesla INC | +1.2% | +11.07% | 増加 |
| 9 | MGK | Vanguard Mega Cap Growth ETF | +0.9% | NEW | 新規購入 |
| 10 | COST | Costco Wholesale CORP | +0.7% | NEW | 新規購入 |
| 11 | LIT | Global X Lithium & Battery T | +0.3% | NEW | 新規購入 |
| 12 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.3% | NEW | 新規購入 |
| 13 | AVGO | Broadcom INC | +0.1% | -5.38% | 減少 |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -9.73% | 減少 |
| 15 | ORCL | Oracle CORP | -0.4% | EXIT | 全売却 |
| 16 | VT | Vanguard Tot World Stk ETF | -0.9% | EXIT | 全売却 |
| 17 | FTSM | First Trust Enh Short Mat Fd | -2% | -3.24% | 減少 |
| 18 | META | Meta Platforms Inc-class A | -2.6% | -84.19% | 減少 |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | -2.7% | -3.22% | 減少 |
| 20 | AAPL | Apple INC | -3.4% | EXIT | 全売却 |
| 21 | UNP | Union Pacific CORP | -3.5% | EXIT | 全売却 |
| 22 | GLD | Spdr Gold Shares | -3.6% | -74.26% | 減少 |
| 23 | VNQ | Vanguard Real Estate ETF | -3.8% | -75.60% | 減少 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -4.5% | EXIT | 全売却 |
| 25 | UNH | Unitedhealth Group INC | -4.8% | EXIT | 全売却 |