CIK: 0001730578
申告総資産額
$1.5億
| # | 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 | 15.28% | -2.55% | -3.75% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.32% | -0.27% | -12.81% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.98% | -0.90% | -10.75% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.75% | -0.37% | -0.38% | |
| 5 | URI | United Rentals INC | 株式-資本財 | 4.07% | +0.49% | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.77% | — | -0.10% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.46% | — | — | |
| 8 | MS | Morgan Stanley | 株式-金融 | 1.89% | +0.38% | -18.95% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.88% | -0.29% | -3.71% | |
| 10 | AEF | Abrdn Emerging Markets Ex Ch | 株式-その他 | 1.77% | -0.75% | — | |
| 11 | BA | Boeing Co/the | 株式-資本財 | 1.61% | +0.07% | -24.78% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.43% | +0.16% | +2.25% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.37% | — | -2.74% | |
| 14 | SLB | Slb LTD | 株式-エネルギー | 1.36% | — | +47.78% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | — | — | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.25% | — | +37.76% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.23% | — | +0.34% | |
| 18 | HDGE | Advisorshares Ranger Eq Bear | ETF-その他 | 1.20% | -0.93% | -1.61% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.12% | — | +0.53% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.02% | — | +5.44% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.01% | — | — | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.00% | — | -23.15% | |
| 23 | MFG | Mizuho Financial Group-adr | 株式-金融 | 0.98% | — | -7.09% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | — | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.93% | — | -30.85% | |
| 26 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.93% | -0.66% | +65.92% | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 0.91% | — | -51.54% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -1.54% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | — | — | |
| 30 | ✓ | Mobix Labs INC | 株式-その他 | 0.86% | -0.45% | EXIT | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.82% | — | +79.28% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +0.11% | |
| 33 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.69% | — | -26.20% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +0.06% | |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.66% | — | — | |
| 36 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.66% | — | — | |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.63% | — | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.62% | +1.11% | +1.83% | |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.58% | — | +4.82% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | +0.11% | -1.77% | |
| 41 | APH | Amphenol Corp-cl A | 株式-IT | 0.55% | — | +7.81% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.54% | — | +0.63% | |
| 43 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.54% | — | +105.49% | |
| 44 | KIO | Kkr Income Opportunities | 株式-その他 | 0.53% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | — | -1.82% | |
| 46 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.50% | — | +8.33% | |
| 47 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.49% | — | — | |
| 48 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.47% | — | -36.54% | |
| 49 | SMFG | Sumitomo Mitsui-spons Adr | 株式-金融 | 0.47% | — | +18.01% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | — | -12.93% |