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 | 16.47% | +1.33% | +0.56% | |
| 2 | AAPL | Apple INC | 株式-IT | 15.40% | -0.56% | -3.62% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.41% | +0.44% | +0.43% | |
| 4 | SSO | Proshares Ultra S&p500 | ETF-その他 | 6.60% | -0.30% | +293.58% | |
| 5 | FDN | First Trust Dj Internet Ind | ETF-その他 | 5.95% | — | +1.51% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.67% | +0.36% | +18.29% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.56% | — | +26.24% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.25% | -0.18% | +13.15% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.15% | — | +399.59% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.09% | +0.17% | +4.93% | |
| 11 | QLD | Proshares Ultra Qqq | ETF-その他 | 2.41% | -0.23% | +258.24% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.99% | +0.12% | +33.20% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | +0.41% | -2.17% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.53% | +0.48% | +52.41% | |
| 15 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 1.40% | — | -1.44% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.21% | -0.09% | +23.47% | |
| 17 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.04% | +0.02% | +522.62% | |
| 18 | WCLD | Wisdomtree Cloud Computing | ETF-その他 | 0.84% | — | +6.10% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | -0.32% | +3.31% | |
| 20 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.82% | — | -6.09% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.77% | +0.20% | +12.57% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | -2.15% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | -0.19% | +2.76% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | -0.31% | -8.19% | |
| 25 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.62% | +0.01% | +1.33% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | -10.08% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.45% | — | -42.47% | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 0.36% | — | +4.35% | |
| 29 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.35% | — | -56.00% | |
| 30 | IQLT | Ishares Msci International Q | ETF-その他 | 0.34% | — | +30.96% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.33% | — | -39.27% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.31% | — | +9.29% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | — | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.29% | — | +25.99% | |
| 35 | SO | Southern Co/the | 株式-公益事業 | 0.29% | — | -6.44% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.29% | +0.24% | +503.39% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.28% | +0.02% | — | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.28% | — | -30.82% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.27% | +1.37% | +0.12% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.25% | — | +13.50% | |
| 41 | IYF | Ishares US Financials ETF | ETF-その他 | 0.24% | — | +26.20% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | -0.44% | -21.02% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | +19.70% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | +1.76% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | — | +45.31% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | — | +2.79% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.21% | +0.03% | +8.92% | |
| 48 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.21% | — | -9.50% | |
| 49 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.21% | — | -18.04% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.21% | — | +92.26% |