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 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 5.12% | +0.63% | +3.30% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.69% | -0.24% | -0.02% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 4.43% | -0.12% | +0.36% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.94% | -0.25% | +5.07% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.74% | — | +3.85% | |
| 6 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 3.57% | — | +1.40% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 3.36% | -0.89% | -0.34% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.53% | -0.03% | +4.66% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.52% | -0.10% | +0.53% | |
| 10 | WCMI | Ft Wcm International ETF | ETF-その他 | 2.51% | — | -1.71% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.47% | +0.28% | +6.17% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.43% | -0.02% | +0.95% | |
| 13 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 2.43% | -0.12% | -0.56% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.15% | — | +2.07% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.14% | +0.12% | +1.08% | |
| 16 | WELL | Welltower INC | 株式-不動産 | 1.99% | -0.04% | +0.24% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.92% | -0.09% | +3.47% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.82% | +0.28% | +99.34% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.80% | -0.22% | +3.28% | |
| 20 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 1.78% | — | +1.93% | |
| 21 | EME | Emcor Group INC | 株式-資本財 | 1.70% | -0.07% | +2.42% | |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.62% | +0.07% | +159.86% | |
| 23 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.54% | +0.36% | +5.61% | |
| 24 | TMUS | T-mobile US INC | 株式-通信サービス | 1.47% | — | -35.08% | |
| 25 | CEG | Constellation Energy | 株式-公益事業 | 1.45% | -0.44% | +0.99% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.44% | — | +0.48% | |
| 27 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.44% | — | -1.71% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 1.35% | -0.76% | +97.42% | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 1.27% | +0.11% | +15.22% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.26% | — | +0.68% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.26% | +0.63% | -1.08% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.25% | +0.12% | -2.25% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 1.23% | — | -4.77% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | -9.72% | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 1.17% | +0.07% | +2.55% | |
| 36 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.07% | -0.30% | +3.02% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | +11.20% | |
| 38 | GEV | GE Vernova INC | 株式-資本財 | 0.82% | +0.10% | +5.15% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.82% | +0.20% | +4.78% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.73% | -0.32% | +916.91% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.69% | — | +156.50% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.67% | — | -0.42% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.65% | -0.64% | EXIT | |
| 44 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.62% | — | -5.46% | |
| 45 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-その他 | 0.61% | — | +72.08% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +6.34% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.57% | — | -4.90% | |
| 48 | ✓ | Bondbloxx ETF Trust | ETF-その他 | 0.56% | — | +3.13% | |
| 49 | NOW | Servicenow INC | 株式-IT | 0.56% | — | +336.62% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | +0.13% | +12.79% |