CIK: 0001913545
申告総資産額
$1.3億
| # | 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 | TSLA | Tesla INC | 株式-一般消費財 | 19.06% | -0.15% | +943.11% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 9.55% | +0.47% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.58% | +1.19% | -44.50% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 7.53% | +1.05% | +196.20% | |
| 5 | CDNS | Cadence Design Sys INC | 株式-IT | 5.61% | +0.46% | — | |
| 6 | ARKK | Ark Innovation ETF | ETF-その他 | 5.59% | — | +29.32% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.73% | +0.07% | -29.54% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.20% | +0.29% | +40.95% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 3.17% | +1.04% | — | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.04% | — | — | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.95% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.75% | +1.35% | +249.36% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.45% | -0.08% | +30.23% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.29% | +245.16% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.77% | — | — | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.73% | -0.95% | +771.08% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.68% | — | -67.32% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 1.47% | -0.46% | +333.35% | |
| 19 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 1.30% | +0.25% | — | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.30% | — | — | |
| 21 | EG | Everest Group, Ltd. | 株式-金融 | 1.28% | — | — | |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.26% | — | — | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.07% | -0.47% | EXIT | |
| 24 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.92% | +0.34% | -59.72% | |
| 25 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.92% | — | +351.33% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.87% | — | — | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.81% | — | — | |
| 28 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.79% | — | — | |
| 29 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.74% | — | — | |
| 30 | CAVA | Cava Group INC | 株式-一般消費財 | 0.60% | -0.41% | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.93% | -68.02% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | — | — | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.48% | — | — | |
| 34 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.45% | — | — | |
| 35 | JKS | Jinkosolar Holding Co-adr | 株式-その他 | 0.24% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | -80.66% | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.21% | — | +6900.50% | |
| 38 | XYZ | Block INC | 株式-金融 | 0.21% | — | — | |
| 39 | DPST | Dirx Dly Rgnl Bnk B3x Etf-ui | ETF-その他 | 0.20% | — | — | |
| 40 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.18% | — | — |