CIK: 0001877829
申告総資産額
$2.3億
| # | 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 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 6.05% | -0.08% | -1.10% | |
| 2 | FPEI | First Trust Institutional Pr | ETF-その他 | 5.52% | — | +7.76% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.11% | -0.41% | +3.35% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.08% | -0.47% | +6.81% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.71% | -1.25% | +9.48% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.65% | — | +28.11% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.12% | — | +6.86% | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 3.02% | -0.74% | +23.27% | |
| 9 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 2.92% | +0.92% | +5.43% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.75% | +0.27% | +0.94% | |
| 11 | LAND | Gladstone Land CORP | 株式-その他 | 2.61% | — | -2.27% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 2.36% | — | +1.26% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.23% | -0.33% | +0.51% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.93% | -0.18% | +4.74% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.82% | — | +368.14% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.78% | — | -1.55% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.63% | — | +0.87% | |
| 18 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.45% | — | -3.03% | |
| 19 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.44% | -0.40% | +1.11% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.43% | +0.15% | NEW | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.30% | +0.14% | +5.03% | |
| 22 | NTNX | Nutanix INC - A | 株式-IT | 1.30% | — | +2.41% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.28% | +0.18% | +0.19% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | -2.10% | |
| 25 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.18% | — | — | |
| 26 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.17% | — | +13.99% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.16% | — | +0.83% | |
| 28 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.13% | +0.23% | +1.99% | |
| 29 | U | Unity Software INC | 株式-IT | 1.05% | — | +34.88% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.04% | -0.17% | +2.84% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.04% | — | -1.52% | |
| 32 | MDB | Mongodb INC | 株式-IT | 1.02% | -0.97% | -0.15% | |
| 33 | FTCS | First Trust Capital Strength | ETF-その他 | 1.02% | — | +13.05% | |
| 34 | MYFW | First Western Financial INC | 株式-その他 | 1.00% | — | — | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | +0.31% | +0.37% | |
| 36 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.90% | — | — | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +10.95% | |
| 38 | SHOP | Shopify INC - Class A | 株式-IT | 0.85% | -0.18% | -0.32% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +141.59% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | +1.10% | |
| 41 | TMFS | Motley Fool Small-cap Growth | ETF-その他 | 0.68% | — | +1.36% | |
| 42 | BKIEUR | Black Knight INC | 株式-その他 | 0.64% | — | -33.77% | |
| 43 | MDIV | Ft Multi-asset Divers INC | ETF-その他 | 0.54% | — | +2.46% | |
| 44 | QNCX | Quince Therapeutics, Inc. | 株式-その他 | 0.54% | — | -39.76% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -0.51% | +436.99% | |
| 46 | SYY | Sysco CORP | 株式-生活必需品 | 0.51% | — | -4.32% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | — | +5.89% | |
| 48 | NVCR | NovoCure Limited | 株式-ヘルスケア | 0.45% | — | -3.36% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | -4.32% | |
| 50 | FTGC | First Trust Global Tactical | ETF-その他 | 0.43% | +0.88% | NEW |