CIK: 0001853019
申告総資産額
$4.8億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 19.57% | +1.33% | -0.39% | |
| 2 | AAPL | Apple INC | 株式-IT | 17.15% | -0.56% | -1.51% | |
| 3 | FDN | First Trust Dj Internet Ind | ETF-その他 | 8.73% | — | -6.28% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 8.03% | +0.44% | +2.20% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.51% | -0.18% | +10.01% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.34% | +0.17% | +3.91% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.27% | +0.36% | -4.14% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.61% | +0.41% | +45.53% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.05% | — | +4.15% | |
| 10 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 2.03% | — | +2.93% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | -0.32% | +33.99% | |
| 12 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 1.32% | — | -2.07% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.21% | -0.09% | +8.24% | |
| 14 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.08% | +0.02% | -0.92% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | +1.60% | |
| 16 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.01% | — | +3.54% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | -0.69% | +0.54% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | -0.19% | -6.50% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.80% | +0.20% | +1.32% | |
| 20 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.80% | — | +43.43% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | — | +0.54% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.74% | +0.12% | +51.12% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.74% | — | +2.49% | |
| 24 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.74% | +0.01% | -0.01% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | -11.59% | |
| 26 | ARKK | Ark Innovation ETF | ETF-その他 | 0.61% | — | — | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.54% | — | +120.09% | |
| 28 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.51% | -0.23% | +17.77% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.47% | — | -3.58% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.46% | — | -0.32% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | — | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.41% | — | +3.39% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | — | -5.28% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | -0.32% | |
| 35 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.36% | — | +55.92% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | +0.02% | +6.02% | |
| 37 | DUK | Duke Energy CORP | 株式-公益事業 | 0.35% | — | +109.73% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | +0.48% | +3.76% | |
| 39 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.32% | — | — | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.32% | +1.37% | -3.26% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | -0.31% | +13.33% | |
| 42 | FISV | Fiserv INC | 株式-その他 | 0.31% | -0.13% | EXIT | |
| 43 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.30% | -0.30% | +54.52% | |
| 44 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.29% | -0.10% | EXIT | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.28% | — | -9.35% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | — | +23.95% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | -0.44% | +9.13% | |
| 48 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.25% | — | -1.66% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.25% | — | +60.03% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.25% | -0.07% | EXIT |