CIK: 0001850996
申告総資産額
$3.1億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 31.96% | -1.63% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.81% | -3.03% | — | |
| 3 | FTMH | Putnam ETF Trust - Putnam Franklin Municipal High Yield ETF | ETF-ハイイールド債 | 4.79% | — | — | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.59% | — | — | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.55% | -2.72% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.49% | -0.52% | — | |
| 7 | ADPV | Adaptiv Select ETF | ETF-その他 | 4.40% | +0.16% | — | |
| 8 | AMLP | Alerian Mlp ETF | ETF-その他 | 3.92% | -0.24% | — | |
| 9 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 3.73% | -0.86% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.64% | -3.64% | EXIT | |
| 11 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.83% | -0.38% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.69% | -1.71% | — | |
| 13 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.19% | -2.19% | EXIT | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.87% | +1.29% | — | |
| 15 | FXL | First Trust Technology Alpha | ETF-テック型 | 1.61% | -1.61% | EXIT | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.99% | — | |
| 17 | FXD | First Trust Consumer Discret | ETF-その他 | 1.52% | -1.52% | EXIT | |
| 18 | EZPW | Ezcorp Inc-cl A | 株式-その他 | 1.46% | +0.52% | — | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.41% | +0.34% | — | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.35% | +3.09% | — | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.22% | -0.20% | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.62% | — | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.99% | -0.11% | — | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.98% | -0.98% | EXIT | |
| 25 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.94% | -0.04% | — | |
| 26 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.75% | -0.75% | EXIT | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.67% | +0.09% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | -0.01% | — | |
| 29 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.62% | +0.95% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | -0.39% | EXIT | |
| 31 | XRPI | Xrp ETF | ETF-その他 | 0.38% | +0.89% | — | |
| 32 | AAPL | Apple INC | 株式-IT | 0.31% | -0.06% | — | |
| 33 | CRWV | Coreweave Inc-cl A | 株式-IT | 0.28% | +1.52% | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | -0.01% | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.12% | -0.12% | EXIT | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.11% | -0.11% | EXIT | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.10% | -0.10% | EXIT | |
| 39 | ACN | Accenture plc | 株式-IT | 0.10% | -0.10% | EXIT | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.09% | — | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.08% | -0.08% | EXIT | |
| 42 | WMB | Williams Cos INC | 株式-エネルギー | 0.08% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.08% | -0.08% | EXIT | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.07% | — | — | |
| 45 | ET | Energy Transfer LP | 株式-エネルギー | 0.06% | — | — | |
| 46 | KOS | Kosmos Energy LTD | 株式-その他 | 0.01% | — | — |