CIK: 0002044495
申告総資産額
$2.6億
| # | 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 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 5.80% | +2.81% | -68.00% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.12% | +2.77% | NEW | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 4.81% | — | -58.90% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.74% | -30.53% | -13.38% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.37% | — | +2.70% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.23% | +3.29% | +56.09% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 3.46% | — | +68.27% | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.84% | +0.02% | +58.41% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.57% | -0.81% | +822.40% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.54% | -2.86% | +7.06% | |
| 11 | IYF | Ishares US Financials ETF | ETF-その他 | 2.33% | — | — | |
| 12 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 2.33% | +1.76% | NEW | |
| 13 | IYC | Ishares US Consumer Discreti | ETF-その他 | 2.31% | — | — | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.23% | -0.57% | EXIT | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.22% | — | +3.62% | |
| 16 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.88% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | — | -5.20% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.74% | — | -3.47% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.72% | +0.42% | — | |
| 20 | AAPL | Apple INC | 株式-IT | 1.66% | -11.52% | -4.51% | |
| 21 | NOW | Servicenow INC | 株式-IT | 1.66% | — | +1.72% | |
| 22 | PNOV | Innovator U.s. Equity Power | ETF-その他 | 1.60% | — | — | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 1.59% | — | -20.17% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.58% | +1.24% | — | |
| 25 | FYX | First Trust Small Cap Core A | ETF-中小型株 | 1.47% | — | -5.62% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.46% | — | +188.18% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | — | -5.07% | |
| 28 | FXL | First Trust Technology Alpha | ETF-テック型 | 1.36% | — | -0.16% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.28% | — | -3.21% | |
| 30 | CRM | Salesforce INC | 株式-IT | 1.24% | +0.53% | +1.96% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.19% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.06% | — | -4.36% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.06% | — | +7.09% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.97% | — | -2.55% | |
| 35 | ANETEUR | Arista Networks INC | 株式-その他 | 0.95% | — | — | |
| 36 | ACN | Accenture plc | 株式-IT | 0.93% | — | -3.80% | |
| 37 | FICO | Fair Isaac CORP | 株式-IT | 0.88% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | -0.10% | EXIT | |
| 39 | CEG | Constellation Energy | 株式-公益事業 | 0.75% | — | — | |
| 40 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.74% | — | -12.90% | |
| 41 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.68% | — | — | |
| 42 | ADSK | Autodesk INC | 株式-IT | 0.64% | — | -21.93% | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.64% | — | +6.70% | |
| 44 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.58% | — | — | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.58% | — | -15.37% | |
| 46 | IT | Gartner INC | 株式-IT | 0.56% | — | +3.05% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.55% | — | +26.70% | |
| 48 | FTA | First Trust L C Val Alp | ETF-その他 | 0.51% | — | — | |
| 49 | BSEP | Innovator U.s. Equity Buffer | ETF-その他 | 0.50% | — | — | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | — |