CIK: 0001668188
申告総資産額
$5.6億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.13% | — | -3.70% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 4.31% | -0.12% | +718.59% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.19% | -0.25% | +1.55% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.04% | +0.63% | +0.10% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.69% | -0.02% | +9.17% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.67% | +0.12% | +60.39% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.64% | -0.03% | -6.84% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.45% | -0.09% | +13.61% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.42% | — | +8.38% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 3.32% | -0.89% | +1.82% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.25% | -0.24% | -8.77% | |
| 12 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.10% | — | — | |
| 13 | TMUS | T-mobile US INC | 株式-通信サービス | 2.94% | — | +4.91% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.47% | — | +2.01% | |
| 15 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 2.31% | — | +2.22% | |
| 16 | ASML | ASML Holding N.V. | 株式-IT | 2.26% | — | +15.08% | |
| 17 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 2.23% | — | -5.14% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 2.19% | +0.28% | -3.84% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | -0.10% | -0.67% | |
| 20 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.14% | — | +43.53% | |
| 21 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-その他 | 2.11% | — | +32.79% | |
| 22 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.91% | — | +39.11% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | +5.11% | |
| 24 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 1.51% | — | +1097.23% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.39% | +0.28% | +12.95% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.39% | — | — | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 1.34% | — | +3.39% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 1.26% | -0.76% | -49.66% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 1.17% | +0.13% | -11.81% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 1.12% | +0.11% | — | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.08% | — | -8.66% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.08% | — | -0.96% | |
| 33 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-テック型 | 0.88% | — | +6.55% | |
| 34 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.85% | — | — | |
| 35 | NOW | Servicenow INC | 株式-IT | 0.81% | — | +5.56% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.78% | +0.63% | -53.40% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.78% | — | — | |
| 38 | WELL | Welltower INC | 株式-不動産 | 0.70% | -0.04% | — | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.69% | — | +43.44% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | -7.40% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.63% | -0.32% | +101.46% | |
| 42 | QMAG | Ft Ndq100 Mod Buff ETF - Aug | ETF-その他 | 0.62% | — | — | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.60% | +0.20% | +3.08% | |
| 44 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.59% | +0.36% | +43.15% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.56% | — | +26.83% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.51% | — | +2.93% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.50% | — | +16.84% | |
| 48 | ✓ | Bondbloxx ETF Trust | ETF-その他 | 0.47% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | +4.15% | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.47% | -0.12% | +19.56% |