CIK: 0001800502
申告総資産額
$4.4億
上位200銘柄を表示中（全329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 | 5.79% | -0.22% | +2.00% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-その他 | 4.00% | — | +13.23% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.26% | — | -2.91% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.79% | -0.19% | +2.90% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 2.41% | — | +16.68% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.16% | -0.15% | +1.91% | |
| 7 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 1.73% | — | +13.13% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.54% | — | -3.22% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.36% | +13.77% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | +6.09% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | — | +13.30% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | — | +0.57% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.14% | +0.23% | +109.00% | |
| 14 | USVM | Victoryshares US Small Mid C | ETF-その他 | 1.13% | -0.27% | +25.38% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.10% | — | +3.69% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.97% | — | -9.57% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.96% | — | +41.54% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.93% | — | +15.16% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +24.47% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.11% | +4.33% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.87% | -0.18% | +35.70% | |
| 22 | AFSM | First Trust Active Factor Sm | ETF-その他 | 0.87% | -0.09% | EXIT | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.84% | — | +55.53% | |
| 24 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-その他 | 0.74% | — | -0.64% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +2.38% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | -1.53% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.67% | — | +0.75% | |
| 28 | IQLT | Ishares Msci International Q | ETF-その他 | 0.64% | — | +18.54% | |
| 29 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.60% | — | -2.05% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.17% | +1.94% | |
| 31 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.59% | — | -2.47% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +0.31% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | -1.91% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | — | +10.41% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | +0.72% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | +5.55% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | +12.70% | |
| 38 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 0.53% | — | +41.79% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.53% | — | +7.21% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | +15.28% | |
| 41 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.48% | — | -1.00% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | +8.44% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.47% | -0.12% | +3.94% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.46% | — | -0.40% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | — | +22.46% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.45% | — | -8.73% | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.44% | — | -8.71% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +5.81% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.43% | — | +3.51% | |
| 50 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.43% | — | +62.54% |