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 | 3.74% | -0.38% | +9.05% | |
| 2 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 3.46% | +0.41% | +14.57% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.15% | -0.27% | -5.29% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.98% | -0.16% | +1.36% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.98% | -0.45% | +1.28% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.85% | -0.38% | -19.77% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.61% | -0.19% | -0.24% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.07% | -0.27% | +6.50% | |
| 9 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-その他 | 1.66% | +0.21% | +14.60% | |
| 10 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 1.39% | -1.11% | -4.28% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.38% | -0.13% | -15.37% | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 1.31% | -0.08% | -7.83% | |
| 13 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-投資適格社債 | 1.28% | +0.16% | +14.99% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.08% | -2.42% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.23% | — | +34.26% | |
| 16 | MS | Morgan Stanley | 株式-金融 | 1.21% | -0.06% | -6.76% | |
| 17 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-その他 | 1.15% | +0.15% | +14.69% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | +0.26% | +2.48% | |
| 19 | XBJL | Inn US Eq Acc 9 Buff July | ETF-その他 | 1.08% | -1.08% | EXIT | |
| 20 | IETC | Ishares U.s. Tech Independen | ETF-テック型 | 1.05% | -0.10% | +8.46% | |
| 21 | CRPT | Ft Skybr Crypt & Dig Econ | ETF-その他 | 1.05% | -0.13% | +17.28% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.04% | +0.12% | +13.77% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.03% | -0.08% | -1.50% | |
| 24 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-その他 | 1.03% | +0.13% | +15.48% | |
| 25 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 1.02% | — | +10.13% | |
| 26 | ARKW | Ark Next Generation Internet | ETF-その他 | 1.01% | -0.11% | +7.87% | |
| 27 | DABS | Doubleline Asset-backed ETF | ETF-その他 | 1.01% | +0.12% | +14.13% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | -0.10% | -2.03% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | -0.10% | -12.57% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | — | -9.52% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | -4.27% | |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.91% | — | +15.30% | |
| 33 | TGT | Target CORP | 株式-一般消費財 | 0.91% | +0.15% | +41.18% | |
| 34 | PCMM | Bblx Private Credit Clo ETF | ETF-その他 | 0.89% | — | +15.44% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | -0.10% | +11.64% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.81% | — | +3.11% | |
| 37 | LOUP | Innovator Deepwater Frontier | ETF-その他 | 0.80% | — | +10.11% | |
| 38 | QTUM | Defiance Quantum ETF | ETF-その他 | 0.78% | — | +12.10% | |
| 39 | CHAT | Roundhill Gen Ai & Tech ETF | ETF-テック型 | 0.78% | — | +6.59% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.77% | -0.07% | -1.69% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -3.22% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.77% | — | +6.04% | |
| 43 | TJUL | Innovator Equity Defined Pro | ETF-その他 | 0.75% | -0.75% | EXIT | |
| 44 | PANW | Palo Alto Networks INC | 株式-IT | 0.73% | — | +3.19% | |
| 45 | AVDE | Avantis International Equity | ETF-その他 | 0.73% | — | -5.86% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | -4.50% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.72% | — | -6.73% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | -31.44% | |
| 49 | URI | United Rentals INC | 株式-資本財 | 0.69% | -0.11% | -9.73% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.69% | — | +1079.60% |