CIK: 0001800798
申告総資産額
$61.3億
上位200銘柄を表示中（全522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 | 4.35% | — | +10.62% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.46% | +0.09% | +5.60% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | — | +30.04% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -0.56% | +11.04% | |
| 5 | GNTYUSD | Guaranty Bancshares INC | 株式-その他 | 1.53% | — | -0.54% | |
| 6 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.31% | +0.41% | +84.57% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.26% | — | +8.89% | |
| 8 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 1.17% | — | -10.02% | |
| 9 | FTCS | First Trust Capital Strength | ETF-その他 | 1.16% | — | +9.24% | |
| 10 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.15% | — | +11.76% | |
| 11 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.11% | — | +8.19% | |
| 12 | FTGC | First Trust Global Tactical | ETF-その他 | 1.09% | — | +7.90% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.08% | — | -20.17% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | +10.20% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | — | -4.34% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | — | +14.69% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.86% | +0.11% | +11.31% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | +2277.01% | |
| 19 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.84% | — | +8.17% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | — | +12.58% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.84% | — | +23.17% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.83% | — | +13.46% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +15.02% | |
| 24 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.80% | — | +9.40% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | +42.09% | |
| 26 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.79% | +0.33% | +20.67% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.77% | -0.63% | +1.94% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.75% | +0.15% | +13.76% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | — | +10.35% | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.73% | — | +19.42% | |
| 31 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.67% | — | +4.61% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +13.17% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.65% | — | +50.64% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.64% | +0.01% | +59.15% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +33.48% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.61% | — | +5.27% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.59% | — | +15.00% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | +8.69% | |
| 39 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.58% | — | -28.24% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | +2138.78% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | +37.28% | |
| 42 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.55% | — | +14.29% | |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.55% | — | +0.11% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.54% | — | +2.21% | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.54% | — | +17.90% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | -8.90% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | +245.62% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | +16.31% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | +0.19% | +17.85% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | -0.76% | -10.63% |