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 | AAPL | Apple INC | 株式-IT | 15.21% | -0.56% | +4.92% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 14.46% | +1.33% | +1.75% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.07% | +0.44% | +2.35% | |
| 4 | SSO | Proshares Ultra S&p500 | ETF-その他 | 7.69% | -0.30% | +33.17% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.51% | — | +29.16% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.48% | -0.18% | +1.03% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.97% | — | -6.88% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.64% | +0.36% | -13.28% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.23% | +0.41% | +2769.22% | |
| 10 | QLD | Proshares Ultra Qqq | ETF-その他 | 2.10% | -0.23% | +0.08% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.92% | +0.17% | +4.73% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.69% | +0.12% | -7.73% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.58% | -0.09% | +11.42% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.49% | — | -57.23% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | -0.31% | +101.50% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.22% | +0.48% | -19.10% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.19% | — | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.16% | -0.69% | +937.36% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.01% | — | +1225.14% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | -0.32% | +56.75% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.91% | +0.02% | -7.16% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.81% | +0.03% | +26.70% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | -0.19% | +21.34% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.76% | +0.20% | -1.87% | |
| 25 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.71% | — | -9.69% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | -0.19% | |
| 27 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.66% | — | +15.26% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | -0.10% | +33.31% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | — | -0.13% | |
| 30 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 0.52% | — | -45.69% | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 0.49% | — | +11.81% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +16.30% | |
| 33 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.47% | +0.01% | -4.29% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.44% | — | -4.91% | |
| 35 | IYF | Ishares US Financials ETF | ETF-その他 | 0.44% | — | -0.95% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | +0.02% | +41.15% | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.41% | — | -33.90% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.40% | -0.24% | EXIT | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | -0.44% | +37.46% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.35% | — | +2.27% | |
| 41 | IQLT | Ishares Msci International Q | ETF-その他 | 0.32% | — | -1.98% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.31% | — | +10.12% | |
| 43 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.26% | — | +273.25% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.26% | — | +32.42% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.25% | — | -1.15% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.25% | — | -14.83% | |
| 47 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.24% | -0.10% | EXIT | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | -19.10% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | +2.36% | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.23% | — | — |