CIK: 0002034595
申告総資産額
$4.2億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.43% | -0.38% | +27.72% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.41% | -0.27% | +0.29% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.22% | -0.45% | +1.38% | |
| 4 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 3.09% | +0.41% | +23.32% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | -0.16% | +1.59% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.83% | -0.38% | +2.83% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.51% | -0.19% | +2.49% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.21% | -0.27% | +3.39% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.59% | -0.13% | -1.54% | |
| 10 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-その他 | 1.48% | +0.21% | +4.52% | |
| 11 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 1.48% | -1.11% | +4.68% | |
| 12 | CRPT | Ft Skybr Crypt & Dig Econ | ETF-その他 | 1.35% | -0.13% | +13.91% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 1.32% | -0.08% | -3.14% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.08% | -0.60% | |
| 15 | MS | Morgan Stanley | 株式-金融 | 1.19% | -0.06% | -0.29% | |
| 16 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-投資適格社債 | 1.14% | +0.16% | +4.32% | |
| 17 | ARKW | Ark Next Generation Internet | ETF-その他 | 1.14% | -0.11% | +10.83% | |
| 18 | XBJL | Inn US Eq Acc 9 Buff July | ETF-その他 | 1.12% | -1.08% | EXIT | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | -0.10% | +2.18% | |
| 20 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 1.12% | — | +13.60% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.11% | +0.26% | +1.90% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.09% | -0.10% | +11.00% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.06% | -0.08% | +0.63% | |
| 24 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-その他 | 1.03% | +0.15% | +3.89% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | — | +2.81% | |
| 26 | IETC | Ishares U.s. Tech Independen | ETF-テック型 | 0.99% | -0.10% | +81.81% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | +2.57% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.94% | +0.12% | +5.46% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +2.75% | |
| 30 | URI | United Rentals INC | 株式-資本財 | 0.92% | -0.11% | -1.48% | |
| 31 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-その他 | 0.91% | +0.13% | +3.63% | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.91% | — | +171.62% | |
| 33 | DABS | Doubleline Asset-backed ETF | ETF-その他 | 0.91% | +0.12% | +3.46% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.88% | — | +29.84% | |
| 35 | APH | Amphenol Corp-cl A | 株式-IT | 0.88% | — | +1.70% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | -0.10% | +1.67% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.84% | -0.07% | +0.47% | |
| 38 | LRCX | Lam Research CORP | 株式-IT | 0.82% | — | +2.76% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | +0.87% | |
| 40 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.81% | — | +46.42% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.80% | — | +6.98% | |
| 42 | PCMM | Bblx Private Credit Clo ETF | ETF-その他 | 0.80% | — | +5.25% | |
| 43 | CHAT | Roundhill Gen Ai & Tech ETF | ETF-テック型 | 0.78% | — | +11.98% | |
| 44 | TJUL | Innovator Equity Defined Pro | ETF-その他 | 0.77% | -0.75% | EXIT | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.76% | — | +6.03% | |
| 46 | AVDE | Avantis International Equity | ETF-その他 | 0.76% | — | +4.22% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | +1.34% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.76% | — | -2.68% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | -0.02% | |
| 50 | LOUP | Innovator Deepwater Frontier | ETF-その他 | 0.72% | — | +16.51% |