CIK: 0001674836
申告総資産額
$2.8億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 34.20% | -5.98% | -18.38% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 8.92% | — | +7.27% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 8.65% | — | +10.92% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.56% | — | +2.33% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 3.49% | -1.16% | +1.68% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.17% | — | +28.97% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.85% | — | +121.93% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.82% | -0.75% | -2.55% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.76% | -1.89% | +0.74% | |
| 10 | ANET | Arista Networks INC | 株式-IT | 2.68% | -0.43% | EXIT | |
| 11 | WMB | Williams Cos INC | 株式-エネルギー | 2.61% | — | +1.78% | |
| 12 | AXP | American Express Co | 株式-金融 | 2.53% | -1.90% | +1.97% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.52% | — | — | |
| 14 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.49% | -1.74% | EXIT | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | — | +1.15% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.43% | -2.43% | +1.64% | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.29% | — | +1.85% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 2.26% | — | +2.61% | |
| 19 | XYZ | Block INC | 株式-金融 | 1.98% | — | — | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.90% | — | +2.05% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.28% | — | +1.69% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +12.58% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | — | |
| 24 | FOR | Forestar Group INC | 株式-その他 | 0.24% | — | — | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.22% | — | — | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 0.19% | — | +12.39% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.18% | — | — | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.16% | — | — | |
| 29 | AXON | Axon Enterprise INC | 株式-資本財 | 0.11% | — | — |