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 | 29.57% | -20.85% | +27.04% | |
| 2 | SSO | Proshares Ultra S&p500 | ETF-その他 | 15.98% | -8.76% | -7.88% | |
| 3 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 7.70% | -2.49% | +2603.35% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.51% | +16.67% | +9.71% | |
| 5 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 4.83% | +1.47% | +21.10% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.07% | -0.84% | +1.44% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.96% | -0.73% | +16.16% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.77% | — | — | |
| 9 | PM | Philip Morris International | 株式-生活必需品 | 3.30% | +0.37% | +0.88% | |
| 10 | PAYX | Paychex INC | 株式-IT | 2.70% | -0.65% | +6.15% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.93% | -0.72% | +1.31% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 1.64% | +0.16% | +1.72% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.53% | +3.39% | +16.51% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | +0.19% | +0.04% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 0.99% | +0.32% | -68.92% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.91% | — | -66.57% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.72% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.06% | +0.07% | |
| 19 | FISV | Fiserv INC | 株式-その他 | 0.57% | -0.21% | +7.19% | |
| 20 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.57% | +0.01% | +0.70% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.25% | — | |
| 22 | AAPL | Apple INC | 株式-IT | 0.50% | +0.29% | +7.62% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.48% | — | -1.54% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.42% | — | — | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.33% | +0.01% | — | |
| 26 | FBK | Fb Financial CORP | 株式-その他 | 0.32% | +0.01% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.24% | +0.47% | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | +0.01% | — | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.22% | +0.01% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +0.52% | |
| 31 | RYAM | Rayonier Advanced Materials | 株式-その他 | 0.20% | +0.16% | — | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.16% | — | — | |
| 33 | GE | General Electric | 株式-資本財 | 0.16% | +0.01% | +0.15% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | +0.05% | +0.11% | |
| 35 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.14% | -0.02% | -0.85% | |
| 36 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.14% | +0.03% | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | +0.55% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.13% | +0.04% | — | |
| 39 | IDCC | Interdigital INC | 株式-IT | 0.13% | -0.01% | +0.32% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | +0.06% | +1.17% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.11% | — | -95.33% | |
| 42 | QTUM | Defiance Quantum ETF | ETF-その他 | 0.11% | — | — | |
| 43 | UCB | United Community Banks/ga | 株式-金融 | 0.10% | -0.01% | +0.86% | |
| 44 | SMBK | Smartfinancial INC | 株式-その他 | 0.10% | +0.02% | -4.23% | |
| 45 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.09% | -0.10% | EXIT | |
| 46 | LRCX | Lam Research CORP | 株式-IT | 0.09% | +0.09% | — | |
| 47 | NAK | Northern Dynasty Minerals | 株式-その他 | 0.01% | — | — |