CIK: 0001800798
申告総資産額
$61.3億
上位200銘柄を表示中（全540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 | 3.82% | — | +0.51% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.36% | +0.09% | -27.82% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.77% | -0.56% | +2.93% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | +2052.19% | |
| 5 | GNTYUSD | Guaranty Bancshares INC | 株式-その他 | 1.58% | — | +69.26% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.41% | — | +13.04% | |
| 7 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 1.34% | — | +21.90% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.17% | — | -1.73% | |
| 9 | FTCS | First Trust Capital Strength | ETF-その他 | 1.10% | — | +3.06% | |
| 10 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.06% | — | +23.11% | |
| 11 | FTGC | First Trust Global Tactical | ETF-その他 | 1.05% | — | -0.18% | |
| 12 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.03% | — | -0.62% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.02% | — | +0.41% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.92% | -0.63% | +21.63% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | +6.89% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | +17.69% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | — | +2.73% | |
| 18 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.82% | — | -4.13% | |
| 19 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.82% | — | -12.46% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.82% | +0.11% | +0.89% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | — | +18.93% | |
| 22 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.76% | — | +2.44% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.75% | — | -2.79% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.73% | — | +37.13% | |
| 25 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.72% | +0.41% | +4.27% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | +5.90% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.69% | — | +4.25% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | +9.88% | |
| 29 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.69% | +0.33% | +50.17% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.68% | +0.15% | +50.34% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | -15.97% | |
| 32 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.64% | — | — | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.64% | — | +32.30% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | — | +6.73% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | — | +8.46% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | +27.72% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.59% | — | -18.04% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.59% | — | -0.99% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -0.76% | -14.58% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | +3.24% | |
| 41 | MRNA | Moderna INC | 株式-ヘルスケア | 0.56% | — | +29.29% | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.56% | — | -0.54% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +1.33% | |
| 44 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.53% | — | -41.75% | |
| 45 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.51% | — | -0.20% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | +9.05% | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.50% | — | -50.01% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.49% | — | +83.09% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | +9.39% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +7.76% |