CIK: 0001965328
申告総資産額
$2.6億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 9.46% | -1.43% | -2.65% | |
| 2 | PLTR | Palantir Technologies Inc-a | 株式-IT | 5.35% | -1.11% | -4.68% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.23% | — | +3.13% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.93% | -0.33% | -2.00% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.22% | — | -2.91% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.74% | -0.54% | -1.31% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.20% | -0.31% | -14.80% | |
| 8 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-その他 | 2.61% | -0.30% | -3.33% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -1.08% | -3.32% | |
| 10 | SVOL | Simplify Volatility Premium | ETF-その他 | 2.23% | -0.86% | +94.62% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 2.18% | +0.31% | -32.50% | |
| 12 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.99% | -0.35% | -14.23% | |
| 13 | NTRL | First Trust Equity Market Ne | ETF-その他 | 1.63% | -1.34% | -7.27% | |
| 14 | FDD | First Trust Stoxx Europe | ETF-その他 | 1.59% | — | +19.86% | |
| 15 | DIVI | Franklin International Core | ETF-その他 | 1.55% | — | -1.11% | |
| 16 | DNP | Dnp Select Income Fund INC | 株式-金融 | 1.51% | -0.18% | +0.63% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-その他 | 1.47% | — | +7.30% | |
| 18 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.46% | +0.17% | +14.43% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.41% | +0.19% | +2.51% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.37% | -0.33% | -8.91% | |
| 21 | XV | Simplify Target 15 Distr ETF | ETF-その他 | 1.29% | -0.56% | — | |
| 22 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 1.25% | +4.10% | +72.11% | |
| 23 | CEG | Constellation Energy | 株式-公益事業 | 1.23% | -0.82% | -1.34% | |
| 24 | GEV | GE Vernova INC | 株式-資本財 | 1.22% | — | -16.99% | |
| 25 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.18% | +0.33% | +235.91% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 1.15% | -0.38% | +6.50% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 1.15% | -0.92% | -3.72% | |
| 28 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.13% | -0.56% | -7.11% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | +0.28% | — | |
| 30 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 1.06% | — | +25.99% | |
| 31 | CPNS | Calamos Nsdq 100 Alt Sept | ETF-その他 | 1.05% | — | -1.70% | |
| 32 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 0.99% | +1.31% | — | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.99% | +0.35% | +56.13% | |
| 34 | QQQI | Neos Nasdaq-100 High INC ETF | ETF-テック型 | 0.94% | +0.36% | +48.43% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | — | -2.68% | |
| 36 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.92% | -0.78% | — | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.72% | — | +4.11% | |
| 38 | GE | General Electric | 株式-資本財 | 0.71% | — | -5.61% | |
| 39 | PAVE | Global X US Infrastructure | ETF-その他 | 0.70% | — | +34.84% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | — | +4.51% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.69% | — | -6.67% | |
| 42 | C | Citigroup INC | 株式-金融 | 0.64% | — | — | |
| 43 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-その他 | 0.61% | — | -7.45% | |
| 44 | CLS | Celestica INC | 株式-IT | 0.61% | — | -0.11% | |
| 45 | SBAR | Simplify Barrier Income ETF | ETF-その他 | 0.59% | -0.28% | — | |
| 46 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.57% | -0.26% | -1.23% | |
| 47 | CPRO | Cals Rus 2000 S A P ETF Oct | ETF-その他 | 0.57% | — | -15.86% | |
| 48 | OKE | Oneok INC | 株式-エネルギー | 0.54% | -0.41% | — | |
| 49 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.52% | — | -43.62% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.51% | — | +48.09% |