CIK: 0001591379
申告総資産額
$10.0億
上位200銘柄を表示中（全223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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.67% | -0.10% | -0.69% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.37% | -0.28% | +0.94% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.58% | -0.11% | +2.67% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.62% | — | -0.36% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.20% | +0.22% | +58.86% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.12% | — | -0.30% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.06% | — | -1.28% | |
| 8 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.93% | — | -2.24% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.76% | — | -3.03% | |
| 10 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.76% | — | -0.66% | |
| 11 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.73% | — | -57.16% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.62% | — | +1886.54% | |
| 13 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.60% | — | +1.52% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.53% | +0.34% | -1.39% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.47% | -0.11% | +1.05% | |
| 16 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 1.46% | — | — | |
| 17 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.43% | — | -17.06% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.42% | — | -4.31% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.26% | — | -0.65% | |
| 20 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.13% | — | +14.98% | |
| 21 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.09% | — | -4.22% | |
| 22 | XDEC | Ft Vest US Equity Enhance & | ETF-その他 | 1.08% | — | -3.34% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | — | -1.76% | |
| 24 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 1.01% | — | +6.17% | |
| 25 | ENB | Enbridge INC | 株式-エネルギー | 0.97% | — | -2.36% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.94% | — | +1.03% | |
| 27 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.93% | — | -0.79% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.91% | — | -1.62% | |
| 29 | APD | Air Products & Chemicals INC | 株式-素材 | 0.87% | — | -1.20% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.24% | -0.56% | |
| 31 | RSG | Republic Services INC | 株式-資本財 | 0.85% | — | -1.65% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.12% | -1.67% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.83% | -0.11% | -21.32% | |
| 34 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.82% | — | +38.78% | |
| 35 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.79% | — | -1.68% | |
| 36 | EMLP | First Trust North American E | ETF-その他 | 0.78% | — | -2.00% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.77% | -0.13% | -1.92% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.41% | -0.48% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | +2.23% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.74% | — | -0.06% | |
| 41 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.74% | — | +3.97% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.74% | — | -1.20% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.73% | — | -2.13% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.71% | -0.12% | -1.33% | |
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.68% | — | -0.87% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | -0.29% | -2.41% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.67% | — | -0.04% | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.67% | — | -0.55% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | -0.58% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | -1.08% |