CIK: 0001800502
申告総資産額
$4.4億
上位200銘柄を表示中（全299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 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 6.13% | -0.22% | +4.81% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-その他 | 3.75% | — | +62.82% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.52% | — | -0.03% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 3.17% | -0.19% | +8.52% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.57% | -0.15% | +0.88% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 2.19% | — | +38.64% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.72% | — | +1.26% | |
| 8 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 1.69% | — | +17.23% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.42% | — | +3.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | — | +0.54% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.36% | +4.84% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | +2.08% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | +6.42% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.19% | — | +6.54% | |
| 15 | AFSM | First Trust Active Factor Sm | ETF-その他 | 1.08% | -0.09% | EXIT | |
| 16 | USVM | Victoryshares US Small Mid C | ETF-その他 | 1.04% | -0.27% | +40.99% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | -0.17% | +0.81% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | +4.92% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | -24.28% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.11% | -1.50% | |
| 21 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-その他 | 0.79% | — | +10.39% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | +1.90% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.75% | -0.18% | +6.59% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.72% | — | +4.72% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.71% | — | +2.25% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | -0.06% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | — | +14.61% | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.64% | — | -0.08% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | — | +10.19% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.59% | +0.23% | +8.04% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.58% | — | +123.02% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | +9.24% | |
| 33 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.57% | — | +0.35% | |
| 34 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.56% | — | -4.22% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | -2.71% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.55% | — | -3.97% | |
| 37 | IQLT | Ishares Msci International Q | ETF-その他 | 0.54% | — | +1.90% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | +78.47% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.54% | — | -9.38% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.53% | — | +0.82% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | +4.98% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.52% | — | +8.40% | |
| 43 | FTCS | First Trust Capital Strength | ETF-その他 | 0.51% | — | -0.20% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | +4.02% | |
| 45 | IRM | Iron Mountain INC | 株式-不動産 | 0.49% | — | -0.82% | |
| 46 | C | Citigroup INC | 株式-金融 | 0.49% | — | +1.52% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.12% | +141.55% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | +4.21% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.47% | — | -0.43% | |
| 50 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.47% | — | -1.41% |