CIK: 0001838226
申告総資産額
$4.4億
上位200銘柄を表示中（全829銘柄）
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.62% | -0.03% | +8.68% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.09% | — | -0.04% | |
| 3 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.52% | — | +24.33% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.28% | -0.06% | +0.10% | |
| 5 | FPXI | First Trust International Eq | ETF-その他 | 2.18% | — | +4.89% | |
| 6 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 2.18% | — | -1.65% | |
| 7 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.12% | — | +21.13% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.01% | +0.08% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | — | -0.23% | |
| 10 | PGF | Invesco Financial Preferred | ETF-その他 | 1.75% | — | +15.31% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.71% | +0.07% | +22.61% | |
| 12 | ✓ | 株式-その他 | 1.63% | — | +20.65% | ||
| 13 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.62% | -0.38% | +30.02% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.51% | -0.02% | +6.36% | |
| 15 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.46% | — | +52.59% | |
| 16 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 1.45% | — | +56.42% | |
| 17 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.30% | — | +282.05% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.28% | — | -2.42% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.22% | — | +1.43% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.16% | -0.33% | +72.17% | |
| 21 | PGX | Invesco Preferred ETF | ETF-その他 | 1.12% | — | +13.26% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.07% | +0.09% | +6.47% | |
| 23 | HNDL | Nasdaq 7 Handl Index ETF | ETF-テック型 | 1.06% | — | +77.45% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.04% | — | +12.06% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | +0.75% | |
| 26 | FPX | First Trust US Equity Opport | ETF-その他 | 1.01% | — | +11.42% | |
| 27 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.01% | — | -0.41% | |
| 28 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.99% | +0.04% | +8.23% | |
| 29 | BX | Blackstone INC | 株式-金融 | 0.94% | — | -6.51% | |
| 30 | GAB | Gabelli Equity Trust | 株式-その他 | 0.89% | — | +174.15% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | -0.17% | |
| 32 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.85% | — | +1.75% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | +3.94% | |
| 34 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.83% | — | +108.83% | |
| 35 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.82% | — | +0.26% | |
| 36 | AFINUSD | Necessity Retail Reit Inc/th | 株式-その他 | 0.78% | — | -0.33% | |
| 37 | PRU | Prudential Financial INC | 株式-金融 | 0.78% | — | +0.48% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.77% | +0.27% | +9.23% | |
| 39 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.76% | — | -2.23% | |
| 40 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.74% | — | +124.30% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.73% | — | +23.97% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | +8.76% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.66% | +0.05% | +56.58% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.62% | -0.04% | +8.07% | |
| 45 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-その他 | 0.61% | — | +13.67% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | +0.04% | -63.77% | |
| 47 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.56% | — | +0.02% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | +1.66% | |
| 49 | NAD | Nuveen Quality Municipal Income Fund | 株式-その他 | 0.54% | — | +19.64% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | -1.54% |