CIK: 0001818604
申告総資産額
$16.7億
上位200銘柄を表示中（全397銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 8.05% | -0.28% | +1.71% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.40% | +0.12% | +5.96% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.72% | +0.02% | -3.87% | |
| 4 | IYZ | Ishares US Telecommunication | ETF-その他 | 3.36% | — | +8.32% | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 2.60% | — | — | |
| 6 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.55% | — | -0.57% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.20% | +1.17% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.04% | — | — | |
| 9 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 1.93% | — | +8.15% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.85% | +0.09% | -6.97% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.69% | — | +20.24% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.52% | +0.02% | -8.50% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.44% | — | -29.56% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.36% | — | -5.09% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | -0.06% | -2.71% | |
| 16 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.20% | — | -2.16% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.18% | — | +3.22% | |
| 18 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.94% | +0.10% | — | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.86% | — | +61.48% | |
| 20 | FXU | First Trust Utilities Alphad | ETF-その他 | 0.79% | — | -5.18% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | +0.28% | +5.53% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | — | -9.30% | |
| 23 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.75% | — | -7.75% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.73% | — | +110.90% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | +2.88% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -4.74% | |
| 27 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.66% | — | — | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.63% | — | +10.27% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.63% | — | +13.24% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +13.83% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | — | -7.61% | |
| 32 | FTCS | First Trust Capital Strength | ETF-その他 | 0.56% | — | +61.36% | |
| 33 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.54% | — | +3.84% | |
| 34 | ARCC | Ares Capital CORP | 株式-金融 | 0.53% | — | -7.75% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.53% | — | +56.11% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +3.35% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.51% | — | -14.88% | |
| 38 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 0.47% | — | — | |
| 39 | C | Citigroup INC | 株式-金融 | 0.47% | — | +7.81% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | +0.10% | -14.37% | |
| 41 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.46% | -0.11% | EXIT | |
| 42 | EOS | Eaton Vance Enh Eqt INC Ii | 株式-その他 | 0.45% | — | +4.41% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | +0.01% | — | |
| 44 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.43% | — | — | |
| 45 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.43% | — | — | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.43% | — | +2.33% | |
| 47 | DOCU | Docusign INC | 株式-IT | 0.42% | — | +10.05% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | -1.96% | |
| 49 | ESPO | Vaneck Videogaming Esports | ETF-その他 | 0.41% | — | — | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.40% | — | +67.08% |