CIK: 0001838226
申告総資産額
$4.4億
上位200銘柄を表示中（全1256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 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.98% | — | +50.25% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.17% | -0.03% | +0.07% | |
| 3 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.24% | — | -3.20% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.93% | — | +1.31% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.67% | -0.06% | -2.25% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.38% | -0.02% | +1.26% | |
| 7 | BACR V0 02-21-25 GMUL | Barclays Bank PLC | 株式-その他 | 1.37% | — | — | |
| 8 | VDE | Vanguard Energy ETF | ETF-その他 | 1.35% | -0.22% | +8.38% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.20% | -0.33% | +4.83% | |
| 10 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.16% | — | -8.71% | |
| 11 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.15% | — | -0.05% | |
| 12 | BCD | Abrdn Bloomberg All Commodit | ETF-その他 | 1.15% | — | +4.72% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | — | -4.68% | |
| 14 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.04% | — | -5.14% | |
| 15 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 1.00% | — | -4.83% | |
| 16 | JPM V0 01-14-25 DM1n | Jpmorgan Chase Financial | 株式-金融 | 1.00% | — | — | |
| 17 | DE | Deere & Co | 株式-資本財 | 1.00% | -0.04% | +5.26% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.99% | +0.07% | +3.75% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.99% | -0.02% | +5.39% | |
| 20 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.98% | -0.38% | +14.04% | |
| 21 | PGF | Invesco Financial Preferred | ETF-その他 | 0.96% | — | +4.95% | |
| 22 | T 0.25 06-15-23 | US Treasury N/b | 株式-通信サービス | 0.91% | — | — | |
| 23 | BACR V0 08-29-24 dMtC | Barclays Bank PLC | 株式-その他 | 0.89% | — | -50.92% | |
| 24 | T 1.375 06-30-23 | US Treasury N/b | 株式-通信サービス | 0.85% | — | — | |
| 25 | TD 0 03-13-25 DM0T | Toronto-dominion Bank | 株式-金融 | 0.83% | — | — | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.83% | — | +0.30% | |
| 27 | T 0.25 09-30-23 | US Treasury N/b | 株式-通信サービス | 0.80% | — | — | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | -0.05% | |
| 29 | TD V0 07-17-25 0001 | Toronto-dominion Bank | 株式-金融 | 0.79% | — | -4.93% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | +0.08% | -14.10% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.73% | +0.27% | -4.18% | |
| 32 | BACR V0 10-30-25 dMTn | Barclays Bank PLC | 株式-その他 | 0.72% | — | -62.37% | |
| 33 | HNDL | Nasdaq 7 Handl Index ETF | ETF-テック型 | 0.68% | — | -11.74% | |
| 34 | T 0.125 08-31-23 | US Treasury N/b | 株式-通信サービス | 0.67% | — | — | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.67% | — | -1.12% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.65% | — | -0.05% | |
| 37 | BACR V0 12-10-25 DMtn | Barclays Bank PLC | 株式-その他 | 0.65% | — | — | |
| 38 | GAB | Gabelli Equity Trust | 株式-その他 | 0.64% | — | -13.37% | |
| 39 | T 0.125 07-31-23 | US Treasury N/b | 株式-通信サービス | 0.64% | — | — | |
| 40 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.62% | — | +1.24% | |
| 41 | C 13.5 09-12-24 -MTN | Citigroup Global Markets | 株式-金融 | 0.61% | — | — | |
| 42 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.61% | — | +0.91% | |
| 43 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.61% | — | +13.34% | |
| 44 | JPM V0 06-04-24 DM-- | Jpmorgan Chase Financial | 株式-金融 | 0.61% | — | — | |
| 45 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.61% | — | +0.68% | |
| 46 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.60% | — | -3.74% | |
| 47 | BACR V0 08-15-24 DN1D | Barclays Bank PLC | 株式-その他 | 0.59% | — | — | |
| 48 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.58% | — | +1.97% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | -0.54% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.58% | +0.09% | -3.11% |