CIK: 0001806580
申告総資産額
$2.2億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 21.92% | — | -8.52% | |
| 2 | AAPL | Apple INC | 株式-IT | 14.00% | — | +17.98% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 6.19% | — | +1.59% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.65% | — | +36.72% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.09% | — | +21.56% | |
| 6 | ESS | Essex Property Trust INC | 株式-不動産 | 4.78% | — | +7.10% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 4.22% | — | +0.44% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.13% | — | +359.62% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.48% | — | +85.87% | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 2.98% | — | +0.06% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.74% | — | +200.48% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.31% | — | -66.25% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.19% | — | +10.22% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.90% | — | +81.47% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.80% | — | +28.11% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.40% | — | +53.86% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.40% | — | +196.35% | |
| 18 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.08% | — | — | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.82% | — | +935.54% | |
| 20 | FTCS | First Trust Capital Strength | ETF-その他 | 0.80% | — | — | |
| 21 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.71% | — | — | |
| 22 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.70% | — | -41.80% | |
| 23 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.67% | — | -46.71% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | +14.13% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.52% | — | -28.82% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.50% | — | — | |
| 27 | LUV | Southwest Airlines Co | 株式-資本財 | 0.46% | — | +34.33% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.45% | — | — | |
| 29 | FPXI | First Trust International Eq | ETF-その他 | 0.44% | — | — | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.42% | — | — | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.39% | — | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | — | |
| 34 | CERNCHF | Cerner CORP | 株式-その他 | 0.33% | — | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.30% | — | -93.37% | |
| 36 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.30% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.29% | — | +2.55% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.28% | — | — | |
| 39 | ✓ | 株式-その他 | 0.27% | — | +21.19% | ||
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.27% | — | +2.67% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | — | |
| 42 | RXL | Proshares Ultra Health Care | ETF-その他 | 0.25% | — | — | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.24% | — | — | |
| 44 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.23% | — | -76.58% | |
| 45 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-その他 | 0.22% | — | — | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.21% | — | -50.00% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.20% | — | +308.01% | |
| 48 | LRCXEUR | Lam Research CORP | 株式-IT | 0.18% | — | — | |
| 49 | MU | Micron Technology INC | 株式-IT | 0.17% | — | +17.96% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | -70.96% |