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 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-その他 | 12.70% | -3.03% | +3.90% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.80% | -0.12% | +155.73% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 6.96% | -0.78% | -51.37% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 5.21% | — | — | |
| 5 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 4.50% | +6.51% | NEW | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.03% | — | -0.83% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.90% | — | — | |
| 8 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 2.85% | +3.90% | -32.54% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.69% | +0.40% | -0.08% | |
| 10 | USB | US Bancorp | 株式-金融 | 2.28% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.11% | -0.18% | -52.18% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.03% | — | +0.12% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.72% | — | -0.74% | |
| 14 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.70% | — | -0.54% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.67% | -0.10% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | -0.16% | -0.85% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.62% | +0.04% | — | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.61% | +0.26% | +1.68% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | -0.01% | +23.38% | |
| 20 | HAL | Halliburton Co | 株式-エネルギー | 1.33% | — | -0.37% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.23% | — | +2.26% | |
| 22 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.17% | — | -0.53% | |
| 23 | DAL | Delta Air Lines INC | 株式-資本財 | 1.10% | — | -0.64% | |
| 24 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.05% | — | -1.28% | |
| 25 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.04% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.02% | — | -1.93% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 1.02% | — | -1.10% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | +0.13% | NEW | |
| 29 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.96% | — | -0.83% | |
| 30 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.96% | -0.60% | -1.29% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | +0.13% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.94% | +0.13% | NEW | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 0.92% | — | +1.46% | |
| 34 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.91% | — | -1.12% | |
| 35 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 0.89% | — | -0.52% | |
| 36 | FDX | Fedex CORP | 株式-資本財 | 0.87% | — | -0.70% | |
| 37 | J | Jacobs Solutions INC | 株式-資本財 | 0.83% | — | -1.22% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.79% | — | — | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.73% | — | -0.96% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.67% | — | -5.66% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | +0.01% | -9.77% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | +0.67% | NEW | |
| 43 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.60% | — | -0.78% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | — | -1.11% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | — | — | |
| 46 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.43% | — | — | |
| 47 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.41% | — | +1.14% | |
| 48 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.38% | — | -88.31% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.37% | — | +34.65% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | +0.10% | +0.75% |