CIK: 0001800798
申告総資産額
$61.3億
上位200銘柄を表示中（全567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 | AAPL | Apple INC | 株式-IT | 4.62% | — | +15.22% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.16% | +0.09% | +60.81% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.56% | +5.02% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | — | +24.33% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.52% | +0.11% | +694.48% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.40% | — | +2.45% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.31% | — | +14.07% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -0.63% | +184.28% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | — | +7.67% | |
| 10 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.11% | — | +13.18% | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 0.99% | — | -25.77% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.97% | — | -5.84% | |
| 13 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.97% | — | +2.60% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | +46.41% | |
| 15 | MRNA | Moderna INC | 株式-ヘルスケア | 0.91% | — | +129.77% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | +126.00% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | +52.05% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.87% | — | +46.00% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.87% | — | -0.38% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | +690.22% | |
| 21 | GNTYUSD | Guaranty Bancshares INC | 株式-その他 | 0.85% | — | -4.10% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +10.23% | |
| 23 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 0.82% | — | +16.50% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | +0.19% | +3.63% | |
| 25 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.79% | — | +38.78% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | -0.76% | +6.31% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.76% | +0.15% | +267.17% | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | — | -1.13% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +68.67% | |
| 30 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.65% | — | +11.24% | |
| 31 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.59% | +0.41% | +6.82% | |
| 32 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.57% | — | -4.67% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | — | +12.27% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.57% | — | +10.03% | |
| 35 | IQLT | Ishares Msci International Q | ETF-その他 | 0.57% | — | +1.05% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | — | -2.46% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | -1.67% | |
| 38 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.53% | — | +28.91% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +4.27% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +8.84% | |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.52% | — | +7.52% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | — | +2.16% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.51% | — | +0.76% | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.49% | — | +13.55% | |
| 45 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.48% | — | +425.42% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | — | +16.38% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +22.44% | |
| 48 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.46% | — | -16.92% | |
| 49 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.46% | — | -30.98% | |
| 50 | INDS | Pacer Industrial Real Estate | ETF-その他 | 0.46% | — | +21.69% |