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 | AVGO | Broadcom INC | 株式-IT | 5.16% | -0.12% | -9.08% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.83% | — | -1.69% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.17% | +0.63% | +6.94% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.04% | -0.25% | -8.28% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.80% | +0.12% | +10.35% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.78% | -0.03% | -9.88% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 3.50% | -0.89% | -3.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.17% | -0.24% | -12.58% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.17% | -0.02% | -12.63% | |
| 10 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 3.01% | — | +18.96% | |
| 11 | TMUS | T-mobile US INC | 株式-通信サービス | 2.98% | — | -3.16% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.87% | -0.09% | -4.75% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 2.73% | — | -5.85% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.24% | -0.10% | -7.89% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.15% | +0.28% | -9.08% | |
| 16 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-その他 | 2.15% | — | +7.00% | |
| 17 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 2.13% | — | -3.92% | |
| 18 | AIRR | First Trust Rba American Ind | ETF-その他 | 2.13% | +0.40% | NEW | |
| 19 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.01% | — | +4.25% | |
| 20 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 2.01% | — | +38.75% | |
| 21 | EME | Emcor Group INC | 株式-資本財 | 1.85% | -0.07% | — | |
| 22 | ETN | Eaton Corporation plc | 株式-資本財 | 1.70% | +0.11% | +54.92% | |
| 23 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.61% | — | +5.85% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | — | -0.75% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.47% | — | +8.83% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.36% | +0.28% | -2.65% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 1.26% | — | +10.86% | |
| 28 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.22% | -0.12% | +154.82% | |
| 29 | ASML | ASML Holding N.V. | 株式-IT | 1.18% | — | -35.49% | |
| 30 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.15% | — | +38.09% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 1.13% | -0.76% | -6.31% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.93% | +0.13% | -24.14% | |
| 33 | WELL | Welltower INC | 株式-不動産 | 0.92% | -0.04% | +35.72% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | -3.32% | |
| 35 | NOW | Servicenow INC | 株式-IT | 0.88% | — | -5.73% | |
| 36 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-テック型 | 0.86% | — | -3.87% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.79% | — | -29.91% | |
| 38 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.73% | — | — | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.72% | -0.32% | -6.85% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | -4.90% | |
| 41 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.69% | +0.36% | +26.16% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.66% | +0.63% | -13.36% | |
| 43 | QMAG | Ft Ndq100 Mod Buff ETF - Aug | ETF-その他 | 0.65% | — | +2.91% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.63% | — | +4.49% | |
| 45 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.62% | +0.12% | +31.11% | |
| 46 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.61% | — | +40.75% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | +0.50% | +136.52% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.56% | +0.20% | -16.07% | |
| 49 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 0.54% | — | +24.76% | |
| 50 | ✓ | Bondbloxx ETF Trust | ETF-その他 | 0.51% | — | +15.31% |