CIK: 0001800798
申告総資産額
$61.3億
上位200銘柄を表示中（全732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 | 4.25% | — | +0.48% | |
| 2 | CARY | Angel Oak Income ETF | ETF-その他 | 2.44% | -0.06% | +36.80% | |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 2.26% | — | +7.77% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.25% | -0.76% | +7.29% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.18% | -0.56% | +1.66% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.16% | — | +0.24% | |
| 7 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 2.10% | — | +7.70% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.73% | — | +1.26% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.66% | -0.63% | -1.49% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.64% | — | +13.89% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.53% | +0.09% | -2.17% | |
| 12 | ✓ | Northern Lts Fd Tr Iv | 株式-その他 | 1.46% | — | +19.91% | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.27% | +0.33% | +5.86% | |
| 14 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.21% | — | +17.12% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | +7.06% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.93% | — | -1.12% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.92% | +0.41% | -1.28% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | -3.54% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | +16.57% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -7.79% | |
| 21 | GNTYUSD | Guaranty Bancshares INC | 株式-その他 | 0.76% | — | -1.55% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | +4.93% | |
| 23 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.74% | — | -0.60% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | — | -1.83% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.72% | — | +8.78% | |
| 26 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.72% | — | -11.98% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.70% | — | -0.22% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -4.47% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | +0.11% | -0.27% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | — | +7.13% | |
| 31 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.64% | — | -2.28% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.62% | — | +20.12% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.61% | — | +0.52% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | +0.08% | +83.62% | |
| 35 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.56% | +0.23% | +9.75% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | +4.20% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.18% | +0.83% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | -5.85% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +3.49% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.50% | — | -0.97% | |
| 41 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.48% | — | +4.05% | |
| 42 | FTCS | First Trust Capital Strength | ETF-その他 | 0.48% | — | -16.44% | |
| 43 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.47% | — | +4.65% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.44% | — | -9.59% | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | +7.32% | |
| 46 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.43% | — | -2.06% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | — | -4.01% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | -0.16% | +50.88% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | — | +191.28% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | +0.29% |