CIK: 0001800369
申告総資産額
$2.4億
上位200銘柄を表示中（全401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 | LMBS | First Trust Low Duration Opp | ETF-その他 | 5.09% | — | -2.18% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.06% | — | +245.67% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.33% | — | -2.90% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.53% | — | +21.05% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.45% | — | -1.78% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.36% | — | -0.48% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.35% | — | -4.24% | |
| 8 | FMB | First Trust Managed Municipa | ETF-その他 | 2.29% | — | -3.32% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.27% | — | -3.34% | |
| 10 | FUMB | First Trust Ultra Short Dur | ETF-その他 | 1.91% | — | +15.23% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | — | -5.00% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.84% | — | — | |
| 13 | ADBE | Adobe INC | 株式-IT | 1.82% | — | -8.60% | |
| 14 | FEMB | First Trust Emerging Markets | ETF-新興国市場 | 1.72% | — | -2.01% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.60% | — | -0.13% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | +6.93% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.55% | — | +3.02% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.51% | — | +0.60% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.41% | — | -4.96% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | — | +19.69% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | — | +9.22% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 1.33% | — | +4.26% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | — | -2.41% | |
| 24 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.27% | — | +27.05% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.23% | — | +3.34% | |
| 26 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.20% | — | +5.31% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.05% | — | +11.35% | |
| 28 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.04% | — | -1.41% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | — | -11.12% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.02% | — | -6.78% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 1.01% | — | -22.47% | |
| 32 | LIN | Linde plc | 株式-素材 | 0.95% | — | +4.32% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +24.67% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | +0.12% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.82% | — | +15.36% | |
| 36 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.81% | — | +8.30% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.81% | — | -6.02% | |
| 38 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.78% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.78% | — | +15.91% | |
| 40 | RFEM | First Trust Riverfront Dynam | ETF-その他 | 0.74% | — | -3.37% | |
| 41 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.74% | — | — | |
| 42 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.74% | — | +0.24% | |
| 43 | CTAS | Cintas CORP | 株式-資本財 | 0.71% | — | — | |
| 44 | FMHI | First Trust Municipal High I | ETF-その他 | 0.70% | — | +52.63% | |
| 45 | ECL | Ecolab INC | 株式-素材 | 0.69% | — | +0.82% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.67% | — | +0.86% | |
| 47 | EG | Everest Group, Ltd. | 株式-金融 | 0.65% | — | — | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.63% | — | -1.44% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.60% | — | +12.85% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | +9.53% |