CIK: 0001998018
申告総資産額
$2.3億
| # | 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 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 9.95% | +0.40% | +8.23% | |
| 2 | AKRE | Akre Focus ETF | ETF-その他 | 8.36% | -5.10% | — | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-その他 | 7.12% | +0.04% | +10.94% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 7.04% | +6.29% | -46.49% | |
| 5 | SSO | Proshares Ultra S&p500 | ETF-その他 | 6.85% | -6.85% | EXIT | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.18% | +0.11% | +13.86% | |
| 7 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 5.97% | +0.01% | +6.71% | |
| 8 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 5.89% | +0.10% | +8.06% | |
| 9 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 5.47% | +0.65% | +7.70% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 5.47% | +0.44% | +9.75% | |
| 11 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 4.15% | +0.09% | +8.03% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.57% | -0.22% | -0.23% | |
| 13 | FEGE | First Eagle Gl Equity ETF | ETF-その他 | 3.52% | +1.70% | — | |
| 14 | FEBU | Allianzim US Bf15 Uncap Feb | ETF-その他 | 3.25% | -0.08% | -0.61% | |
| 15 | ARKK | Ark Innovation ETF | ETF-その他 | 2.47% | -0.31% | -1.06% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.38% | +0.07% | -15.82% | |
| 17 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.34% | -0.10% | +10.33% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | -0.05% | +10.05% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.03% | — | -5.75% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | +0.17% | -26.63% | |
| 21 | AUGU | Allianzim US Bf15 Uncap Aug | ETF-その他 | 0.93% | -0.03% | — | |
| 22 | AXP | American Express Co | 株式-金融 | 0.84% | -0.15% | -3.07% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.77% | +0.02% | +0.19% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.62% | +0.05% | -21.76% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.05% | — | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.46% | -0.07% | -0.35% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | -0.02% | — | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.37% | +1.68% | +21.53% | |
| 29 | CBTJ | Calamos Bitcoin 80 P ETF Jan | ETF-暗号資産 | 0.34% | -0.04% | -0.51% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | -0.03% | -2.74% | |
| 31 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 0.27% | -0.27% | EXIT | |
| 32 | JULU | Allianzim US Bf15 Uncap Jul | ETF-その他 | 0.26% | — | — | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.25% | -0.02% | — | |
| 34 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-その他 | 0.24% | — | -23.20% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | -0.04% | -6.96% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.22% | +0.02% | -4.69% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | -0.03% | +13.81% | |
| 38 | OCTU | Allianzim US Bf15 Uncap Oct | ETF-その他 | 0.18% | — | +1136.44% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | +0.07% | — | |
| 40 | PBJN | Pgim S&p500 Buf20 ETF Jun-us | ETF-その他 | 0.15% | — | — | |
| 41 | AMD | Advanced Micro Devices | 株式-IT | 0.14% | — | -11.98% | |
| 42 | CPSM | Calamos Sp500 Str Alt Promay | ETF-その他 | 0.14% | — | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.13% | -0.13% | EXIT | |
| 44 | CPNJ | Calamos Nsdq100 Alt ETF | ETF-その他 | 0.11% | — | — | |
| 45 | JANU | Allianzim US Bf15 Uncap Jan | ETF-その他 | 0.10% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | +0.29% | -73.24% | |
| 47 | NLY | Annaly Capital Management In | 株式-不動産 | 0.10% | +0.01% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | — | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.09% | -0.09% | EXIT | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.05% | -0.01% | — |