CIK: 0001867894
申告総資産額
$1.7億
| # | 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 | LMBS | First Trust Low Duration Opp | ETF-その他 | 6.66% | — | +195.49% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.54% | -0.12% | +4.26% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.31% | — | +2.53% | |
| 4 | FPEI | First Trust Institutional Pr | ETF-その他 | 6.17% | — | +37.15% | |
| 5 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 5.43% | — | +184.01% | |
| 6 | USB | US Bancorp | 株式-金融 | 3.85% | — | +39.39% | |
| 7 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 3.85% | +6.51% | NEW | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.57% | — | -0.11% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 3.51% | +0.26% | +2.72% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.05% | +0.40% | -0.51% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.84% | — | +1.01% | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.16% | — | +2.03% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.99% | -0.10% | +3.01% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.97% | — | +3.42% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 1.86% | — | +1.78% | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 1.83% | — | +3.58% | |
| 17 | CIEN | Ciena CORP | 株式-IT | 1.81% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.80% | +0.13% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.80% | — | +2.48% | |
| 20 | TGT | Target CORP | 株式-一般消費財 | 1.72% | — | +2.85% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.71% | — | +240.92% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | -0.16% | — | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.61% | — | +211.81% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.61% | — | -4.56% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.59% | — | +3.12% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.56% | — | +2.73% | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.56% | — | +5.04% | |
| 28 | AMT | American Tower CORP | 株式-不動産 | 1.51% | — | +3.18% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 1.21% | — | -41.45% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.20% | — | — | |
| 31 | LUV | Southwest Airlines Co | 株式-資本財 | 1.20% | — | +2.10% | |
| 32 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.16% | — | +1.82% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.14% | — | -1.57% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.09% | — | — | |
| 35 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.88% | — | +1.98% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +0.05% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | +0.67% | NEW | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.62% | — | +6.77% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | +0.01% | -1.50% | |
| 40 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-その他 | 0.46% | -3.03% | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | -2.70% | |
| 42 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.40% | — | +6.93% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | -0.18% | +5.46% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.37% | — | +0.08% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.31% | +0.12% | NEW | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.30% | — | +7.90% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.27% | — | +9.84% | |
| 48 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.26% | — | — | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.25% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | +0.52% |