セクター別内訳

04
Technology 5.5%
Energy 0.8%
Industrials 0.8%
Healthcare 0.7%
Financials 0.7%
Consumer Staples 0.6%
Consumer Discretionary 0.4%
Utilities 0.4%
Communication Services 0.4%
Real Estate 0.3%
Retail 0.2%
Consumer products 0.0%
Materials 0.0%
その他/マッピングなし 89.2%

ポートフォリオ全体 166 ポジション

05
タイプ 連続 8四半期トレンド
SPAB State Street SPDR Portfolio Aggregate Bond ETF $29,429,023 16.28% 1,148,667 上昇 ×1
GLDM SPDR Gold MiniShares Trust $18,846,472 10.42% 203,402 上昇 ×1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $16,261,096 8.99% 336,521 上昇 ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $14,472,818 8.00% 189,081 上昇 ×1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $11,732,017 6.49% 198,060 上昇 ×1
FTGC First Trust Global Tactical Commodity Strategy Fund $11,516,126 6.37% 401,156 上昇 ×1
EFG iShares Trust $11,239,982 6.22% 100,918 上昇 ×1
SPEM State Street SPDR Portfolio Emerging Markets ETF $8,894,456 4.92% 189,600 上昇 ×1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $8,224,234 4.55% 208,576 上昇 ×1
AAPL Apple Inc. - Common Stock $7,060,630 3.90% 27,821 上昇 ×1
UCON First Trust Smith Unconstrained Bond ETF $5,904,051 3.27% 238,296 上昇 ×1
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF $4,624,033 2.56% 137,866 上昇 ×1
SPTL State Street SPDR Portfolio Long Term Treasury ETF $3,670,519 2.03% 139,530 上昇 ×1
EPOL iShares Trust $2,830,671 1.57% 77,579 上昇 ×1
OUNZ VanEck Merk Gold ETF $2,661,329 1.47% 59,075 上昇 ×1
USRT iShares Core U.S. REIT ETF $2,495,360 1.38% 42,157 上昇 ×1
RDVY First Trust Rising Dividend Achievers ETF $2,473,469 1.37% 36,285 上昇 ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $2,197,117 1.22% 26,544 上昇 ×1
COP ConocoPhillips Common Stock $1,068,439 0.59% 8,094 上昇 ×1
VEU Vanguard FTSE All World Ex US ETF $1,053,938 0.58% 14,034 上昇 ×1
QCOM QUALCOMM Incorporated - Common Stock $1,027,561 0.57% 7,979 上昇 ×1
DBC Invesco DB Commodity Index Tracking Fund $700,430 0.39% 24,194 上昇 ×1
MSFT Microsoft Corporation - Common Stock $689,245 0.38% 1,849 上昇 ×1
F Ford Motor Company Common Stock $586,736 0.32% 50,844 上昇 ×1
CMF iShares Trust $563,881 0.31% 9,917 上昇 ×1
PFE Pfizer, Inc. Common Stock $558,440 0.31% 19,887 上昇 ×1
R Ryder System, Inc. Common Stock $554,417 0.31% 2,708 上昇 ×1
MO Altria Group, Inc. $551,804 0.31% 8,362 上昇 ×1
WPC W. P. Carey Inc. REIT $510,721 0.28% 7,515 上昇 ×1
PM Philip Morris International Inc Common Stock $508,221 0.28% 3,074 上昇 ×1
NVDA NVIDIA Corporation - Common Stock $478,123 0.26% 2,742 上昇 ×1
UBS UBS Group AG Registered Ordinary Shares $464,018 0.26% 11,877 上昇 ×1
SO Southern Company (The) Common Stock $454,964 0.25% 4,714 上昇 ×1
VRT Vertiv Holdings, LLC Class A Common Stock $442,786 0.24% 1,767 上昇 ×1
CVS CVS Health Corporation Common Stock $354,366 0.20% 4,934 上昇 ×1
GOOGL Alphabet Inc. - Class A Common Stock $313,818 0.17% 1,091 上昇 ×1
CVX Chevron Corporation Common Stock $307,864 0.17% 1,488 上昇 ×1
BAC Bank of America Corporation Common Stock $261,088 0.14% 5,356 上昇 ×1
AMZN Amazon.com, Inc. - Common Stock $238,886 0.13% 1,147 上昇 ×1
AVGO Broadcom Inc. - Common Stock $230,698 0.13% 745 上昇 ×1
LLY Eli Lilly and Company Common Stock $203,134 0.11% 221 上昇 ×1
SOFI SoFi Technologies, Inc. - Common Stock $201,247 0.11% 12,673 上昇 ×1
VTI Vanguard Morningstar Total Stock Market ETF $188,085 0.10% 586 上昇 ×1
LMT Lockheed Martin Corporation Common Stock $171,337 0.09% 283 上昇 ×1
SPY SPY $171,176 0.09% 263 上昇 ×1
OKLO Oklo Inc. Class A common stock $147,828 0.08% 2,981 上昇 ×1
COST Costco Wholesale Corporation - Common Stock $133,231 0.07% 134 上昇 ×1
ANET Arista Networks, Inc. Common Stock $125,604 0.07% 1,023 上昇 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $124,484 0.07% 851 上昇 ×1
BRK-B (として提出 BRKB) Berkshire Hathaway Inc. Class B $113,091 0.06% 236 上昇 ×1
ACHR Archer Aviation Inc. Class A Common Stock $101,182 0.06% 19,571 上昇 ×1
XLK SELECT SECTOR SPDR TRUST $89,941 0.05% 677 上昇 ×1
TSLA Tesla, Inc. - Common Stock $85,131 0.05% 229 上昇 ×1
T AT&T Inc. $84,094 0.05% 2,901 上昇 ×1
VNQ Vanguard Real Estate ETF $83,512 0.05% 942 上昇 ×1
MSTR Strategy Inc - Class A Common Stock $83,366 0.05% 668 上昇 ×1
XOM Exxon Mobil Corporation Common Stock $83,337 0.05% 491 上昇 ×1
PANW Palo Alto Networks, Inc. - Common Stock $78,557 0.04% 490 上昇 ×1
KTOS Kratos Defense & Security Solutions, Inc. - Common Stock $74,036 0.04% 1,050 上昇 ×1
TQQQ ProShares UltraPro QQQ $71,026 0.04% 1,704 上昇 ×1
AOR iShares Trust $67,136 0.04% 1,043 上昇 ×1
NFLX Netflix, Inc. - Common Stock $62,498 0.03% 650 上昇 ×1
META Meta Platforms, Inc. - Class A Common Stock $60,367 0.03% 106 上昇 ×1
ABBV AbbVie Inc. Common Stock $57,364 0.03% 264 上昇 ×1
FTCB First Trust Exchange-Traded Fund IV $53,809 0.03% 2,567 上昇 ×1
TDIV First Trust NASDAQ Technology Dividend Index Fund $53,577 0.03% 572 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $50,786 0.03% 173 上昇 ×1
FIXD First Trust Smith Opportunistic Fixed Income ETF $50,537 0.03% 1,159 上昇 ×1
CSCO Cisco Systems, Inc. - Common Stock $49,921 0.03% 643 上昇 ×1
KO Coca-Cola Company (The) Common Stock $49,175 0.03% 647 上昇 ×1
FTGS First Trust Growth Strength ETF $45,075 0.02% 1,324 上昇 ×1
ABT Abbott Laboratories Common Stock $42,994 0.02% 419 上昇 ×1
ARTY iShares Trust $41,039 0.02% 882 上昇 ×1
GOOG Alphabet Inc. - Class C Capital Stock $40,483 0.02% 141 上昇 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $38,088 0.02% 141 上昇 ×1
V Visa Inc. $37,844 0.02% 125 上昇 ×1
FMF First Trust Exchange-Traded Fund V $37,470 0.02% 740 上昇 ×1
FDX FedEx Corporation Common Stock $37,094 0.02% 104 上昇 ×1
LGOV First Trust Exchange-Traded Fund IV $35,825 0.02% 1,661 上昇 ×1
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF $35,609 0.02% 1,716 上昇 ×1
EZBC Franklin Templeton Digital Holdings Trust Shares of Franklin Bitcoin ETF $34,762 0.02% 887 上昇 ×1
EETH ProShares Trust $34,594 0.02% 1,333 上昇 ×1
CLX Clorox Company (The) Common Stock $32,903 0.02% 318 上昇 ×1
EPD Enterprise Products Partners L.P. Common Stock $32,168 0.02% 850 上昇 ×1
FVD First Trust Exchange-Traded Fund $29,734 0.02% 632 上昇 ×1
SBUX Starbucks Corporation - Common Stock $29,306 0.02% 327 上昇 ×1
QQQ Invesco QQQ Trust, Series 1 $28,933 0.02% 50 上昇 ×1
JNJ Johnson & Johnson Common Stock $28,669 0.02% 117 上昇 ×1
AOM iShares Trust $28,298 0.02% 597 上昇 ×1
MMM 3M Company Common Stock $28,153 0.02% 194 上昇 ×1
HD Home Depot, Inc. (The) Common Stock $27,102 0.01% 82 上昇 ×1
INTC Intel Corporation - Common Stock $25,189 0.01% 571 上昇 ×1
FTA First Trust Large Cap Value AlphaDEX Fund $24,645 0.01% 267 上昇 ×1
CLNE Clean Energy Fuels Corp. - Common Stock $24,440 0.01% 9,855 上昇 ×1
DELL Dell Technologies Inc. Class C Common Stock $23,977 0.01% 146 上昇 ×1
LMBS First Trust Low Duration Opportunities ETF $23,976 0.01% 481 上昇 ×1
FSIG First Trust Exchange-Traded Fund IV $23,863 0.01% 1,260 上昇 ×1
EMXC iShares MSCI Emerging Markets ex China ETF $22,733 0.01% 289 上昇 ×1
VST Vistra Corp. Common Stock $22,634 0.01% 151 上昇 ×1
VXUS Vanguard Total International Stock ETF $20,511 0.01% 266 上昇 ×1

最大の新規投資

09

今四半期に新規開設されたポジション、大きい順。

証券評価額株式数% ポートフォリオの
SPAB $29,429,023 1,148,667 16.28%
GLDM $18,846,472 203,402 10.42%
SPSM $16,261,096 336,521 8.99%
SPYM $14,472,818 189,081 8.00%
SPMD $11,732,017 198,060 6.49%
FTGC $11,516,126 401,156 6.37%
EFG $11,239,982 100,918 6.22%
SPEM $8,894,456 189,600 4.92%
SDVY $8,224,234 208,576 4.55%
AAPL $7,060,630 27,821 3.90%
UCON $5,904,051 238,296 3.27%
SPIB $4,624,033 137,866 2.56%
SPTL $3,670,519 139,530 2.03%
EPOL $2,830,671 77,579 1.57%
OUNZ $2,661,329 59,075 1.47%