CIK: 0001928635
申告総資産額
$3.0億
| # | 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 | GJAN | Ft Vest US Equity Moderate B | ETF-その他 | 4.59% | — | -6.92% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.48% | -0.38% | +0.47% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.67% | — | +5.25% | |
| 4 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 2.38% | — | -5.97% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.91% | -0.28% | +6.86% | |
| 6 | TPR | Tapestry INC | 株式-一般消費財 | 1.78% | +0.17% | +2.96% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.76% | -1.76% | EXIT | |
| 8 | LRCX | Lam Research CORP | 株式-IT | 1.49% | +0.37% | +289.58% | |
| 9 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.48% | -0.28% | +1.14% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.45% | — | +5.73% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.42% | — | +7.68% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.42% | -0.35% | +258.59% | |
| 13 | APP | Applovin Corp-class A | 株式-IT | 1.42% | -0.55% | +406.26% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.41% | — | +554.48% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.37% | — | +7.20% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.34% | +0.14% | +4.41% | |
| 17 | GFI | Gold Fields Ltd-spons Adr | 株式-素材 | 1.32% | — | -0.21% | |
| 18 | COR | Cencora INC | 株式-ヘルスケア | 1.32% | — | +1.41% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | +0.23% | +5.72% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.28% | — | +7.15% | |
| 21 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.22% | -0.24% | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.20% | +0.37% | +9.07% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 1.16% | +0.17% | +13.87% | |
| 24 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 1.15% | — | +3.84% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.14% | — | +59.04% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 1.14% | — | +133.71% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.05% | — | +27.69% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.04% | — | +89.26% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 1.04% | — | +0.49% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.99% | — | +1.04% | |
| 31 | NEM | Newmont CORP | 株式-素材 | 0.98% | — | +8.80% | |
| 32 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.85% | -0.85% | EXIT | |
| 33 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.85% | — | +7.10% | |
| 34 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.84% | — | +70.51% | |
| 35 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.80% | — | +129.69% | |
| 36 | OMF | Onemain Holdings INC | 株式-金融 | 0.80% | — | +10.16% | |
| 37 | APA | Apa CORP | 株式-エネルギー | 0.78% | -0.60% | +8.18% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.77% | — | +15.33% | |
| 39 | WWJD | Inspire International ETF | ETF-その他 | 0.77% | — | +5.89% | |
| 40 | CPA | Copa Holdings, S.A. | 株式-その他 | 0.76% | — | +10.71% | |
| 41 | COLB | Columbia Banking System INC | 株式-金融 | 0.76% | — | +7.27% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | — | +2.23% | |
| 43 | FBP | First Bancorp Puerto Rico | 株式-その他 | 0.73% | — | +10.12% | |
| 44 | OFG | Ofg Bancorp | 株式-その他 | 0.71% | — | +12.98% | |
| 45 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.70% | +0.16% | +14.97% | |
| 46 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.69% | — | +8.52% | |
| 47 | RIGL | Rigel Pharmaceuticals INC | 株式-その他 | 0.68% | -0.32% | +1.24% | |
| 48 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.67% | — | -1.43% | |
| 49 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.66% | -0.66% | EXIT | |
| 50 | WU | Western Union Co | 株式-金融 | 0.64% | — | +22.95% |