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 | 8.75% | +2.81% | — | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.70% | +2.77% | NEW | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.67% | +2.99% | NEW | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.57% | +3.29% | +1.08% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.77% | -30.53% | -3.24% | |
| 6 | IDU | Ishares US Utilities ETF | ETF-その他 | 3.20% | -0.41% | EXIT | |
| 7 | IYF | Ishares US Financials ETF | ETF-その他 | 3.19% | — | +21.68% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.12% | — | +0.07% | |
| 9 | IYZ | Ishares US Telecommunication | ETF-その他 | 2.90% | +0.97% | — | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.42% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.21% | -2.86% | -4.26% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.67% | -11.52% | +43.97% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.57% | — | -11.50% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.51% | +1.24% | -14.38% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.48% | +0.42% | -86.06% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | — | -0.25% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | — | +1.46% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.28% | -0.57% | EXIT | |
| 19 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.21% | — | — | |
| 20 | NOW | Servicenow INC | 株式-IT | 1.20% | — | +11.73% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | -5.09% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.07% | — | +1.61% | |
| 23 | IRM | Iron Mountain INC | 株式-不動産 | 1.06% | — | — | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.06% | — | -1.50% | |
| 25 | PNOV | Innovator U.s. Equity Power | ETF-その他 | 1.00% | — | — | |
| 26 | ADBE | Adobe INC | 株式-IT | 1.00% | +0.02% | +18.43% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.99% | -0.81% | -61.08% | |
| 28 | FYX | First Trust Small Cap Core A | ETF-中小型株 | 0.91% | — | -2.56% | |
| 29 | FICO | Fair Isaac CORP | 株式-IT | 0.89% | — | — | |
| 30 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.86% | — | -13.57% | |
| 31 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.85% | — | -2.80% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.85% | — | — | |
| 33 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.83% | — | — | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.83% | — | +1.63% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | — | +3.95% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.79% | +0.41% | — | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | -0.10% | EXIT | |
| 38 | ACN | Accenture plc | 株式-IT | 0.69% | — | +2.73% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | -1.11% | |
| 40 | KEL | Kellanova | 株式-その他 | 0.66% | — | — | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.62% | — | +3.03% | |
| 42 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.61% | — | +2.58% | |
| 43 | SHOP | Shopify INC - Class A | 株式-IT | 0.60% | — | +35.23% | |
| 44 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.55% | — | -21.75% | |
| 45 | IT | Gartner INC | 株式-IT | 0.49% | — | +0.71% | |
| 46 | WDAY | Workday Inc-class A | 株式-IT | 0.44% | — | +53.82% | |
| 47 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.44% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -4.44% | |
| 49 | MSCI | Msci INC | 株式-金融 | 0.42% | — | +59.06% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.42% | +0.53% | -55.28% |