CIK: 0001838226
申告総資産額
$4.4億
上位200銘柄を表示中（全1094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 | 4.00% | -0.03% | +2.16% | |
| 2 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.11% | — | +1.10% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.44% | — | -1.07% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-その他 | 2.21% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 1.95% | -0.06% | -0.44% | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.76% | — | +4.18% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.72% | -0.02% | +1.03% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | — | |
| 9 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.57% | — | +4.20% | |
| 10 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.52% | — | +5.84% | |
| 11 | BCD | Abrdn Bloomberg All Commodit | ETF-その他 | 1.44% | — | +0.43% | |
| 12 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 1.43% | — | -12.47% | |
| 13 | PGF | Invesco Financial Preferred | ETF-その他 | 1.36% | — | +1.37% | |
| 14 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 1.33% | — | +0.58% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.29% | -0.33% | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.15% | +0.07% | -14.75% | |
| 17 | BACR V0 08-29-24 dMtC | Barclays Bank PLC | 株式-その他 | 1.13% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.08% | +1870.87% | |
| 19 | TD V0 07-17-25 0001 | Toronto-dominion Bank | 株式-金融 | 1.11% | — | — | |
| 20 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.10% | -0.38% | +1.12% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.10% | -0.02% | +3.98% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.05% | — | +0.14% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.01% | +0.27% | +0.45% | |
| 24 | DE | Deere & Co | 株式-資本財 | 0.99% | -0.04% | +22.04% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | -7.17% | |
| 26 | HNDL | Nasdaq 7 Handl Index ETF | ETF-テック型 | 0.93% | — | +0.91% | |
| 27 | GAB | Gabelli Equity Trust | 株式-その他 | 0.91% | — | +0.77% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.90% | — | -0.19% | |
| 29 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.86% | — | +0.63% | |
| 30 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.80% | — | -2.25% | |
| 31 | JPM V0 05-02-25 DMtn | Jpmorgan Chase Financial | 株式-金融 | 0.78% | — | — | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.77% | — | -0.32% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.77% | +0.09% | +0.07% | |
| 34 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.75% | — | +1.45% | |
| 35 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.75% | — | +0.52% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.74% | — | +0.24% | |
| 37 | BACR V0 08-15-24 DN1D | Barclays Bank PLC | 株式-その他 | 0.73% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | +1.63% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.69% | — | -8.15% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.69% | — | +10.01% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.69% | — | -0.07% | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.67% | — | -0.01% | |
| 43 | FTGC | First Trust Global Tactical | ETF-その他 | 0.66% | — | +1.97% | |
| 44 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.65% | — | +1.41% | |
| 45 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.65% | — | +12.89% | |
| 46 | PGX | Invesco Preferred ETF | ETF-その他 | 0.65% | — | -2.13% | |
| 47 | VDE | Vanguard Energy ETF | ETF-その他 | 0.64% | -0.22% | +356.36% | |
| 48 | UBS V0 06-10-24 EN18 | Credit Suisse AG London | 株式-金融 | 0.63% | — | — | |
| 49 | FPX | First Trust US Equity Opport | ETF-その他 | 0.62% | — | +1.15% | |
| 50 | T 0.125 07-31-23 | US Treasury N/b | 株式-通信サービス | 0.61% | — | — |