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 | 4.16% | — | -15.15% | |
| 2 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.10% | +0.63% | -1.35% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.78% | -0.12% | -22.94% | |
| 4 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 3.71% | — | -0.23% | |
| 5 | WMT | Walmart INC | 株式-生活必需品 | 3.37% | -0.89% | -1.18% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.21% | -0.25% | -0.71% | |
| 7 | TMUS | T-mobile US INC | 株式-通信サービス | 3.03% | — | +1.62% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.00% | -0.24% | +2.34% | |
| 9 | WCMI | Ft Wcm International ETF | ETF-その他 | 2.69% | — | — | |
| 10 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 2.69% | — | +35.94% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.59% | -0.03% | +0.24% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.57% | -0.10% | +0.45% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.45% | -0.09% | -21.54% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.41% | +0.28% | -3.49% | |
| 15 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 2.38% | -0.12% | +42.64% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.23% | +0.12% | -27.62% | |
| 17 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.19% | — | +8.57% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.17% | — | -3.89% | |
| 19 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 1.86% | — | +199.59% | |
| 20 | WELL | Welltower INC | 株式-不動産 | 1.85% | -0.04% | +0.03% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.80% | — | +17.72% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.76% | +0.28% | +68.58% | |
| 23 | EME | Emcor Group INC | 株式-資本財 | 1.66% | -0.07% | -13.66% | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.56% | +0.36% | +13.16% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.54% | — | — | |
| 26 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.53% | +0.12% | +103.94% | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 1.47% | -0.76% | -2.96% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.44% | — | +33.84% | |
| 29 | CEG | Constellation Energy | 株式-公益事業 | 1.43% | -0.44% | +128.91% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 1.41% | +0.11% | -40.04% | |
| 31 | GD | General Dynamics CORP | 株式-資本財 | 1.40% | — | +2.50% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.33% | -0.02% | +71.99% | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.33% | +0.63% | +29.54% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 1.10% | -0.32% | +2.11% | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 0.98% | +0.07% | +5.07% | |
| 36 | NOW | Servicenow INC | 株式-IT | 0.96% | — | +7.84% | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.85% | -0.30% | +36.06% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | — | +12.98% | |
| 39 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.79% | — | -56.86% | |
| 40 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.78% | — | — | |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.73% | — | -51.54% | |
| 42 | GEV | GE Vernova INC | 株式-資本財 | 0.70% | +0.10% | +23.55% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.70% | — | -3.30% | |
| 44 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.70% | — | -69.16% | |
| 45 | AXON | Axon Enterprise INC | 株式-資本財 | 0.67% | +0.08% | +4.72% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | +3.35% | |
| 47 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.66% | — | -51.41% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.64% | +0.20% | -0.39% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.60% | — | -36.85% | |
| 50 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.59% | +0.29% | +30.24% |