CIK: 0001803566
申告総資産額
$3.3億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.67% | -0.42% | +2.40% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.79% | -0.18% | -1.87% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.72% | -0.21% | +4.30% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 3.65% | +0.52% | -0.90% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.07% | +0.21% | +1.71% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.88% | — | +40.99% | |
| 7 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 2.81% | — | +24.73% | |
| 8 | ENB | Enbridge INC | 株式-エネルギー | 2.71% | +0.25% | +10.55% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.59% | — | +2.27% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.59% | — | +12.67% | |
| 11 | INTC | Intel CORP | 株式-IT | 2.51% | — | +74.45% | |
| 12 | MP | Mp Materials CORP | 株式-素材 | 2.49% | +0.27% | NEW | |
| 13 | FE | Firstenergy CORP | 株式-公益事業 | 2.21% | — | -1.05% | |
| 14 | DOW | Dow INC | 株式-素材 | 2.07% | — | +3.29% | |
| 15 | SWKS | Skyworks Solutions INC | 株式-IT | 1.98% | — | +93.65% | |
| 16 | CCI | Crown Castle INC | 株式-不動産 | 1.96% | — | +0.93% | |
| 17 | MLM | Martin Marietta Materials | 株式-素材 | 1.95% | — | -2.38% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.86% | — | +83.01% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.76% | — | +133.76% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.72% | -0.29% | -4.50% | |
| 21 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.65% | — | +10.93% | |
| 22 | EIX | Edison International | 株式-公益事業 | 1.62% | — | +1.25% | |
| 23 | PNW | Pinnacle West Capital | 株式-公益事業 | 1.62% | — | — | |
| 24 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.58% | — | +119.41% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | -0.44% | |
| 26 | IRM | Iron Mountain INC | 株式-不動産 | 1.39% | — | -0.95% | |
| 27 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.36% | — | -40.43% | |
| 28 | PENN | Penn Entertainment INC | 株式-一般消費財 | 1.30% | — | +14.79% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.30% | +0.34% | -1.60% | |
| 30 | XYZ | Block INC | 株式-金融 | 1.23% | — | +52.74% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.21% | +0.25% | -15.40% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.14% | — | +21.27% | |
| 33 | KEL | Kellanova | 株式-その他 | 1.05% | — | -24.45% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | +7.37% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | — | +149.27% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.95% | — | +8.93% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.91% | — | +6.58% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.89% | — | +22.28% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.86% | — | +153.86% | |
| 40 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.81% | — | -1.16% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | — | — | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.80% | — | +2.46% | |
| 43 | SRCUSD | Spirit Realty Capital INC | 株式-その他 | 0.77% | — | +0.15% | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.75% | — | -0.21% | |
| 45 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.73% | — | +48.28% | |
| 46 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.71% | -0.16% | — | |
| 47 | TYL | Tyler Technologies INC | 株式-IT | 0.67% | — | -4.64% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | -3.98% | |
| 49 | MGA | Magna International INC | 株式-一般消費財 | 0.64% | — | +1.21% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | — | -18.10% |