CIK: 0001943071
申告総資産額
$2.0億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 29.45% | -20.85% | — | |
| 2 | SSO | Proshares Ultra S&p500 | ETF-その他 | 13.44% | -8.76% | +0.79% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.15% | +16.67% | +83.52% | |
| 4 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 5.96% | +1.47% | +20.99% | |
| 5 | QLD | Proshares Ultra Qqq | ETF-その他 | 4.97% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.60% | -0.73% | +72.67% | |
| 7 | SPD | Simplify US Eqty Plus Down | ETF-その他 | 4.38% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.28% | +0.47% | -38.62% | |
| 9 | PAYX | Paychex INC | 株式-IT | 2.45% | -0.65% | +0.65% | |
| 10 | QID | Proshares Ultrashort Qqq | ETF-その他 | 2.25% | — | — | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 2.14% | +0.37% | -1.37% | |
| 12 | SPXU | Prosh Ultrapro Short S&p 500 | ETF-大型株・グロース | 1.89% | — | — | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.75% | -0.72% | -30.07% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.58% | +0.32% | +29.55% | |
| 15 | SQQQ | ProShares UltraPro Short QQQ | 株式-その他 | 1.48% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | +0.19% | -34.27% | |
| 17 | MO | Altria Group INC | 株式-生活必需品 | 1.41% | +0.16% | -0.45% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.02% | — | -39.38% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.06% | +58.92% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 0.64% | -0.21% | — | |
| 21 | AAPL | Apple INC | 株式-IT | 0.56% | +0.29% | -19.09% | |
| 22 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.50% | +0.01% | -1.79% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | +1.37% | NEW | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.48% | -0.25% | -49.86% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.45% | — | -11.43% | |
| 26 | RYAM | Rayonier Advanced Materials | 株式-その他 | 0.42% | +0.16% | -18.38% | |
| 27 | FBK | Fb Financial CORP | 株式-その他 | 0.36% | +0.01% | — | |
| 28 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.29% | -2.49% | +0.21% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | +0.01% | — | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.18% | +0.01% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | — | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.16% | — | -90.03% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.05% | — | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | — | +0.50% | |
| 35 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.14% | -0.02% | +402.10% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | +0.06% | +1.03% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.12% | +0.04% | — | |
| 38 | IDCC | Interdigital INC | 株式-IT | 0.11% | -0.01% | — | |
| 39 | UCB | United Community Banks/ga | 株式-金融 | 0.11% | -0.01% | -26.02% | |
| 40 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.11% | -0.10% | EXIT | |
| 41 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.11% | — | — | |
| 42 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.10% | +0.03% | -9.80% | |
| 43 | GE | General Electric | 株式-資本財 | 0.10% | +0.01% | -1.57% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.09% | +3.39% | +0.22% | |
| 45 | SMBK | Smartfinancial INC | 株式-その他 | 0.09% | +0.02% | — | |
| 46 | NAK | Northern Dynasty Minerals | 株式-その他 | — | — | -23.08% |