CIK: 0002129318
申告総資産額
$3.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.90% | -5.87% | +96.19% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.66% | — | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.77% | -1.06% | +6.65% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.85% | +0.24% | -31.50% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.02% | -0.29% | +2.18% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.94% | — | -19.18% | |
| 7 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 3.03% | — | -26.10% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.84% | +0.05% | -44.10% | |
| 9 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.67% | — | -10.38% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.46% | — | -46.14% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.16% | -1.93% | |
| 12 | AUPH | Aurinia Pharmaceuticals INC | 株式-その他 | 2.21% | -0.22% | +0.78% | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 2.08% | — | +10.71% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.02% | — | +1.06% | |
| 15 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.94% | — | +52.03% | |
| 16 | FTGC | First Trust Global Tactical | ETF-その他 | 1.92% | — | — | |
| 17 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.66% | +0.18% | -28.46% | |
| 18 | JXN | Jackson Financial Inc-a | 株式-金融 | 1.55% | — | +3.02% | |
| 19 | SCCO | Southern Copper CORP | 株式-素材 | 1.53% | — | +2.82% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.51% | — | -13.01% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.38% | +0.18% | — | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.37% | — | -3.36% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | +3.97% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | — | -7.38% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.16% | — | -1.32% | |
| 26 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.15% | — | -2.63% | |
| 27 | SHOP | Shopify INC - Class A | 株式-IT | 1.12% | — | +4.07% | |
| 28 | VNM | Vaneck Vietnam ETF | ETF-その他 | 1.10% | — | — | |
| 29 | BUG | Global X Cybersecurity ETF | ETF-その他 | 1.09% | — | -18.26% | |
| 30 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.07% | — | -9.76% | |
| 31 | FTNT | Fortinet INC | 株式-IT | 1.03% | — | +2.74% | |
| 32 | SOFI | Sofi Technologies INC | 株式-金融 | 1.03% | -0.22% | +141.69% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.99% | — | +14.14% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.98% | — | -2.87% | |
| 35 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.90% | — | -1.70% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.77% | — | -74.99% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | — | -2.06% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.73% | — | -0.80% | |
| 39 | STAG | Stag Industrial INC | 株式-不動産 | 0.68% | +0.16% | — | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.59% | -0.19% | +27.81% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | — | -2.64% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | — | +19.67% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | +0.24% | -1.68% | |
| 44 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.45% | — | +19.48% | |
| 45 | INSP | Inspire Medical Systems INC | 株式-ヘルスケア | 0.42% | — | -0.39% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | +0.66% | +4.88% | |
| 47 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.29% | — | — | |
| 48 | RF | Regions Financial CORP | 株式-金融 | 0.26% | — | — | |
| 49 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.22% | — | -77.99% | |
| 50 | FLR | Fluor CORP | 株式-資本財 | 0.22% | — | -0.87% |