CIK: 0001820879
申告総資産額
$3.1億
上位200銘柄を表示中（全233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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.57% | +11.50% | +17.85% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.72% | — | +9.23% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.80% | — | +20.35% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.12% | -0.19% | EXIT | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.52% | +0.77% | +26.82% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.06% | — | +1.94% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | -0.35% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | -0.23% | +24.76% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.52% | — | +0.54% | |
| 11 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 1.50% | — | — | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.39% | — | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.36% | — | -27.07% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.34% | — | +32.59% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | -0.13% | -10.79% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.24% | — | +40.22% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.99% | — | +47.15% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | +3.22% | |
| 19 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 0.94% | — | — | |
| 20 | SRE | Sempra | 株式-公益事業 | 0.94% | — | +1.81% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.88% | — | +78.48% | |
| 22 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 0.84% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | — | — | |
| 24 | IGE | Ishares North American Natur | ETF-その他 | 0.80% | — | +38.32% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | -0.18% | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 0.78% | +0.16% | -6.89% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.75% | — | — | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | — | -36.38% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | +34.66% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.68% | — | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | — | — | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.65% | -0.22% | +61.51% | |
| 34 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 0.59% | — | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | -0.27% | +109.69% | |
| 36 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 0.56% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | — | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | — | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.55% | -0.16% | — | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.54% | — | — | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.54% | -0.25% | — | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | — | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | -1.26% | -91.52% | |
| 44 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 0.51% | — | — | |
| 45 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.51% | — | +92.82% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | — | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.50% | — | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.49% | — | +77.67% | |
| 49 | PAVE | Global X US Infrastructure | ETF-その他 | 0.46% | — | +16.03% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | — | — |