CIK: 0001893809
申告総資産額
$1.8億
| # | 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 | GLD | Spdr Gold Shares | ETF-コモディティ | 14.92% | -13.40% | -1.86% | |
| 2 | FSCO | Fs Credit Opportunities CORP | 株式-その他 | 14.42% | -2.64% | +4.16% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 11.97% | -0.88% | -0.84% | |
| 4 | AMLP | Alerian Mlp ETF | ETF-その他 | 9.96% | -1.69% | -0.14% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 8.55% | — | +0.30% | |
| 6 | EWM | Ishares Msci Malaysia ETF | ETF-その他 | 5.61% | — | +0.27% | |
| 7 | EPHE | Ishares Msci Philippines ETF | ETF-その他 | 4.95% | — | -0.50% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 4.84% | — | — | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.21% | +0.22% | +8.81% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.18% | — | -4.06% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 2.81% | — | +29.99% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.15% | +5.20% | -1.96% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.83% | -0.12% | +0.49% | |
| 14 | PSQ | Proshares Short Qqq | ETF-その他 | 1.65% | — | -44.25% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.46% | — | -5.64% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.24% | — | -10.30% | |
| 17 | FFIN | First Finl Bankshares INC | 株式-金融 | 1.05% | +0.13% | NEW | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.02% | +0.86% | |
| 19 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.81% | — | -4.90% | |
| 20 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 0.64% | — | -43.76% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | +0.20% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.56% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | +39.68% | |
| 24 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.37% | — | -24.13% | |
| 25 | ALB | Albemarle CORP | 株式-素材 | 0.37% | — | -15.36% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.30% | — | — | |
| 27 | BTCGBP | Grayscale Bitcoin Mini Trust | ETF-暗号資産 | 0.09% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLP | Ss Consumer Staples Sel Sect | +4.8% | NEW | 新規購入 |
| 2 | FFIN | First Finl Bankshares INC | +1.1% | NEW | 新規購入 |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | +0.30% | 増加 |
| 4 | EWM | Ishares Msci Malaysia ETF | +0.4% | +0.27% | 増加 |
| 5 | TBIL | F/m US Treasury 3 Month Bill | +0.4% | +29.99% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.3% | NEW | 新規購入 |
| 7 | EPHE | Ishares Msci Philippines ETF | +0.3% | -0.50% | 減少 |
| 8 | BTCGBP | Grayscale Bitcoin Mini Trust | +0.1% | NEW | 新規購入 |
| 9 | TSLA | Tesla INC | +0.1% | -10.30% | 減少 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +39.68% | 増加 |
| 11 | AAPL | Apple INC | 0% | +0.49% | 増加 |
| 12 | DFAC | Dimensional US Core Equity 2 | 0% | — | 変化なし |
| 13 | UNH | Unitedhealth Group INC | -0.1% | -4.06% | 減少 |
| 14 | MSFT | Microsoft CORP | -0.1% | +0.20% | 増加 |
| 15 | ALB | Albemarle CORP | -0.1% | -15.36% | 減少 |
| 16 | ICSH | Ishares Ultra Short Duration | -0.2% | +8.81% | 増加 |
| 17 | AMZN | Amazon.com INC | -0.2% | +0.86% | 増加 |
| 18 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -5.64% | 減少 |
| 19 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | -4.90% | 減少 |
| 20 | IVV | Ishares Core S&p 500 ETF | -0.2% | -1.96% | 減少 |
| 21 | SH1USD | Proshares Short S&p500 | -0.2% | -24.13% | 減少 |
| 22 | GLD | Spdr Gold Shares | -0.3% | -1.86% | 減少 |
| 23 | EEM | Ishares Msci Emerging Market | -0.7% | -0.84% | 減少 |
| 24 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | -0.7% | -43.76% | 減少 |
| 25 | FSCO | Fs Credit Opportunities CORP | -1.3% | +4.16% | 増加 |
| 26 | AMLP | Alerian Mlp ETF | -1.5% | -0.14% | 減少 |
| 27 | PSQ | Proshares Short Qqq | -1.8% | -44.25% | 減少 |