CIK: 0001802132
申告総資産額
$1.6億
| # | 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 | 6.43% | -0.11% | +3.62% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.79% | +0.25% | -2.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.96% | +0.08% | +13.36% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.24% | -0.56% | +1.32% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.15% | — | +38.46% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.69% | — | +16.27% | |
| 7 | ET | Energy Transfer LP | 株式-エネルギー | 2.58% | — | +8.19% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.36% | — | +5.01% | |
| 9 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 2.36% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | — | +7.21% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.96% | — | +6.35% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.37% | +38.82% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.63% | -0.82% | -0.26% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.51% | — | +744.74% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.42% | +0.13% | +17.55% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | — | +13.39% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.34% | — | +20.19% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.31% | — | +62.59% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | — | +1.77% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.20% | — | +2.42% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 1.10% | — | +2.95% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.06% | — | +0.66% | |
| 23 | AXP | American Express Co | 株式-金融 | 1.05% | — | — | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.05% | — | +0.98% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | -0.05% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 1.01% | — | +3.22% | |
| 27 | DVN | Devon Energy CORP | 株式-エネルギー | 0.99% | — | +3.45% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | — | -7.78% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.96% | — | +0.63% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.91% | +0.13% | +0.62% | |
| 31 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.90% | -0.47% | +2.06% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.90% | — | +2.23% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.88% | +0.03% | +7.17% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | +5.81% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.83% | — | +1.59% | |
| 36 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.81% | — | — | |
| 37 | WPC | Wp Carey INC | 株式-不動産 | 0.80% | — | -0.27% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | — | +0.68% | |
| 39 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.77% | — | +13.80% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | +0.19% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.74% | — | +0.44% | |
| 42 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.67% | — | +0.35% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.66% | — | +20.60% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.65% | — | +4.57% | |
| 45 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.64% | — | +33.23% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | +4.51% | |
| 47 | HIPS | Graniteshares Hips US High I | ETF-その他 | 0.60% | — | +0.37% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | +110.89% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | +12.26% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.57% | — | -0.38% |