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 | 11.16% | -2.55% | -2.54% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 7.89% | -0.90% | -4.43% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.94% | -0.27% | -13.32% | |
| 4 | AEF | Abrdn Emerging Markets Ex Ch | 株式-その他 | 5.85% | -0.75% | +241.29% | |
| 5 | URI | United Rentals INC | 株式-資本財 | 3.97% | +0.49% | — | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.42% | -0.37% | -21.91% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.86% | — | -0.76% | |
| 8 | PPLT | Abrdn Physical Platinum Shrs | ETF-コモディティ | 2.69% | — | +739.71% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.48% | -0.29% | -1.22% | |
| 10 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.01% | -0.66% | +151.74% | |
| 11 | MS | Morgan Stanley | 株式-金融 | 1.78% | +0.38% | -4.15% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 1.66% | +0.07% | +3.42% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.64% | — | +11.38% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.38% | +0.16% | +0.76% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.31% | — | +16.70% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.29% | — | +50.44% | |
| 17 | CCJ | Cameco CORP | 株式-エネルギー | 1.22% | +0.08% | +120.39% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.18% | — | +25.32% | |
| 19 | HDGE | Advisorshares Ranger Eq Bear | ETF-その他 | 1.18% | -0.93% | +27.12% | |
| 20 | MU | Micron Technology INC | 株式-IT | 1.17% | +5.26% | +151.32% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.12% | — | +12.84% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.08% | — | -52.25% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 1.06% | — | — | |
| 24 | MGM | Mgm Resorts International | 株式-一般消費財 | 1.01% | — | — | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | +0.34% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.94% | — | +20.15% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.93% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | +1.06% | |
| 29 | SLB | Slb LTD | 株式-エネルギー | 0.76% | — | -14.29% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | +12.17% | |
| 31 | ✓ | Mobix Labs INC | 株式-その他 | 0.72% | -0.45% | EXIT | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | +114.79% | |
| 33 | AMAT | Applied Materials INC | 株式-IT | 0.68% | — | — | |
| 34 | APH | Amphenol Corp-cl A | 株式-IT | 0.68% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | -18.29% | |
| 36 | SBSW | Sibanye-stillwater Ltd-adr | 株式-その他 | 0.63% | — | — | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.63% | — | +0.20% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.63% | +0.31% | NEW | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | -9.84% | |
| 41 | PSX | Phillips 66 | 株式-エネルギー | 0.60% | — | +127.66% | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.60% | -0.71% | EXIT | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.57% | — | -25.66% | |
| 44 | AMRC | Ameresco Inc-cl A | 株式-その他 | 0.54% | — | +105.71% | |
| 45 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.53% | -0.02% | — | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | +0.11% | +23.06% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | — | — | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.49% | — | -8.05% | |
| 49 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.49% | — | -10.00% | |
| 50 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 0.49% | +0.47% | NEW |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AEF | Abrdn Emerging Markets Ex Ch | +4.1% | +241.29% | 増加 |
| 2 | PPLT | Abrdn Physical Platinum Shrs | +2.4% | +739.71% | 増加 |
| 3 | SLV | Ishares Silver Trust | +1.1% | +151.74% | 増加 |
| 4 | MGM | Mgm Resorts International | +1% | NEW | 新規購入 |
| 5 | NVDA | Nvidia CORP | +0.9% | -4.43% | 減少 |
| 6 | CCJ | Cameco CORP | +0.8% | +120.39% | 増加 |
| 7 | MU | Micron Technology INC | +0.8% | +151.32% | 増加 |
| 8 | AMAT | Applied Materials INC | +0.7% | NEW | 新規購入 |
| 9 | SBSW | Sibanye-stillwater Ltd-adr | +0.6% | NEW | 新規購入 |
| 10 | MMM | 3m Co | +0.6% | NEW | 新規購入 |
| 11 | UNH | Unitedhealth Group INC | +0.6% | NEW | 新規購入 |
| 12 | AVGO | Broadcom INC | +0.6% | -1.22% | 減少 |
| 13 | LTPZ | Pimco 15+ Yr US Tips Indx | +0.5% | NEW | 新規購入 |
| 14 | SCHB | Schwab US Broad Market ETF | +0.5% | NEW | 新規購入 |
| 15 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.5% | NEW | 新規購入 |
| 16 | VAC | Marriott Vacations World | +0.4% | NEW | 新規購入 |
| 17 | AMLP | Alerian Mlp ETF | +0.4% | NEW | 新規購入 |
| 18 | BAC | Bank Of America CORP | +0.4% | +50.44% | 増加 |
| 19 | CRWV | Coreweave Inc-cl A | +0.4% | NEW | 新規購入 |
| 20 | PANW | Palo Alto Networks INC | +0.3% | NEW | 新規購入 |
| 21 | AMRC | Ameresco Inc-cl A | +0.3% | +105.71% | 増加 |
| 22 | MSFT | Microsoft CORP | +0.3% | +11.38% | 増加 |
| 23 | PSX | Phillips 66 | +0.3% | +127.66% | 増加 |
| 24 | FCX | Freeport-mcmoran INC | +0.3% | NEW | 新規購入 |
| 25 | XOM | Exxon Mobil CORP | +0.3% | +114.79% | 増加 |
| 26 | IEO | Ishares U.s. Oil & Gas Explo | +0.3% | NEW | 新規購入 |
| 27 | CSCO | Cisco Systems INC | +0.3% | NEW | 新規購入 |
| 28 | CII | Blackrock Enhan Lrg Cap Core | +0.3% | NEW | 新規購入 |
| 29 | COP | Conocophillips | +0.2% | +119.67% | 増加 |
| 30 | NFLX | Netflix INC | +0.2% | — | 変化なし |
| 31 | TSLA | Tesla INC | +0.1% | +12.84% | 増加 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | -0.76% | 減少 |
| 33 | SCHX | Schwab US Large-cap ETF | +0.1% | +16.70% | 増加 |
| 34 | SCHV | Schwab US Large-cap Value | +0.1% | +25.32% | 増加 |
| 35 | BA | Boeing Co/the | +0.1% | +3.42% | 増加 |
| 36 | URI | United Rentals INC | -0.1% | — | 変化なし |
| 37 | FSM | Fortuna Mining CORP | -0.3% | EXIT | 全売却 |
| 38 | RH | Rh | -0.3% | EXIT | 全売却 |
| 39 | IAU | Ishares Gold Trust | -0.4% | EXIT | 全売却 |
| 40 | SCHW | Schwab (charles) CORP | -0.5% | EXIT | 全売却 |
| 41 | SMFG | Sumitomo Mitsui-spons Adr | -0.5% | EXIT | 全売却 |
| 42 | KMI | Kinder Morgan INC | -0.5% | -61.70% | 減少 |
| 43 | SLB | Slb LTD | -0.6% | -14.29% | 減少 |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | -0.6% | EXIT | 全売却 |
| 45 | FBTC | Fidelity Wise Origin Bitcoin | -0.7% | EXIT | 全売却 |
| 46 | MFG | Mizuho Financial Group-adr | -0.9% | -87.86% | 減少 |
| 47 | IBIT | Ishares Bitcoin Trust ETF | -1% | EXIT | 全売却 |
| 48 | GOOG | Alphabet Inc-cl C | -1.3% | -21.91% | 減少 |
| 49 | GDX | Vaneck Gold Miners ETF | -1.4% | -52.25% | 減少 |
| 50 | AAPL | Apple INC | -4.1% | -2.54% | 減少 |