CIK: 0001910852
申告総資産額
$1.2億
| # | 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 | RTX | Rtx CORP | 株式-資本財 | 5.48% | +0.40% | -1.41% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.79% | -0.30% | +4.03% | |
| 3 | CWST | Casella Waste Systems Inc-a | 株式-資本財 | 4.08% | -0.54% | -16.65% | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.66% | +0.44% | +0.95% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.47% | -0.43% | -9.25% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 3.32% | -0.05% | +1.64% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.20% | — | -1.12% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.12% | -0.10% | +8.45% | |
| 9 | SLF | Sun Life Financial INC | 株式-金融 | 2.68% | — | -0.74% | |
| 10 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.65% | -0.43% | -2.96% | |
| 11 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-その他 | 2.39% | — | -1.33% | |
| 12 | CHRD | Chord Energy CORP | 株式-エネルギー | 2.30% | +0.59% | -1.86% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.33% | +0.36% | |
| 14 | XSEP | Ft Vest U.s. Equity Enhance | ETF-その他 | 2.19% | -0.17% | -1.76% | |
| 15 | INCO | Columbia India Consumer ETF | ETF-その他 | 2.15% | -0.33% | -1.88% | |
| 16 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 2.10% | +0.34% | -2.09% | |
| 17 | APH | Amphenol Corp-cl A | 株式-IT | 1.97% | -0.14% | -1.32% | |
| 18 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.77% | — | — | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.73% | — | -2.00% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.70% | +0.13% | -1.07% | |
| 21 | PAVE | Global X US Infrastructure | ETF-その他 | 1.64% | +0.12% | +0.31% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.63% | -0.54% | -1.21% | |
| 23 | AFL | Aflac INC | 株式-金融 | 1.56% | — | -0.17% | |
| 24 | ARKK | Ark Innovation ETF | ETF-その他 | 1.44% | -0.14% | -7.72% | |
| 25 | ENFR | Alerian Energy Infrastructur | ETF-その他 | 1.42% | +0.66% | -0.01% | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.42% | -0.14% | -1.34% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -0.32% | -0.89% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.25% | — | +0.51% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.17% | +0.17% | +14.27% | |
| 30 | CARR | Carrier Global CORP | 株式-資本財 | 1.13% | — | -5.91% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.08% | — | -2.34% | |
| 32 | KKR | Kkr & Co INC | 株式-金融 | 1.08% | -0.26% | -3.02% | |
| 33 | HUBS | Hubspot INC | 株式-IT | 0.90% | -0.21% | +25.18% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.89% | -0.21% | +0.09% | |
| 35 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.84% | — | -2.40% | |
| 36 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 0.83% | -0.16% | -2.32% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.78% | — | -1.38% | |
| 38 | ED | Consolidated Edison INC | 株式-公益事業 | 0.78% | — | -1.30% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.77% | — | +0.95% | |
| 40 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.76% | — | -0.90% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | — | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.73% | — | +13.26% | |
| 43 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.73% | — | -11.59% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.71% | — | -1.73% | |
| 45 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.69% | +0.22% | -21.54% | |
| 46 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.69% | +0.10% | -4.37% | |
| 47 | IDMO | Invesco S&p International De | ETF-その他 | 0.69% | +0.27% | — | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | -0.09% | -13.38% | |
| 49 | GSBD | Goldman Sachs Bdc INC | 株式-その他 | 0.65% | — | +1.61% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.63% | — | -4.69% |