CIK: 0001942379
申告総資産額
$5.3億
| # | 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 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 19.31% | — | +182.01% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-その他 | 4.41% | — | -58.17% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.41% | — | +17.85% | |
| 4 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 1.92% | — | +36.82% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.76% | — | +76.59% | |
| 6 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.70% | — | +3.55% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.67% | — | -1.54% | |
| 8 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 1.59% | — | +36.24% | |
| 9 | FTA | First Trust L C Val Alp | ETF-その他 | 1.57% | — | +65.14% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.51% | — | +48.67% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.50% | — | +63.41% | |
| 12 | FTCS | First Trust Capital Strength | ETF-その他 | 1.39% | — | +30.73% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.28% | — | +29.59% | |
| 14 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.25% | — | +85.01% | |
| 15 | FXH | First Trust Health Care Alph | ETF-その他 | 1.16% | — | +43.43% | |
| 16 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 1.12% | — | +13.74% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.06% | — | +1482.89% | |
| 18 | DBP | Invesco Db Precious Metals F | ETF-その他 | 1.04% | — | +2.56% | |
| 19 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.99% | — | +17.26% | |
| 20 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 0.98% | — | +59.97% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.98% | — | +11069.55% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 0.91% | — | -2.93% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.85% | — | +708.39% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.84% | — | +64.70% | |
| 25 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.82% | — | +38.12% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | +2.22% | |
| 27 | TBX | Proshares Short 7-10 Yr Tsy | ETF-その他 | 0.79% | — | +1106.44% | |
| 28 | ✓ | 株式-その他 | 0.79% | — | +1.10% | ||
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +1642.06% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +13.01% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.70% | — | +3.29% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.70% | — | -3.60% | |
| 33 | O | Realty Income CORP | 株式-不動産 | 0.69% | — | +1.33% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.68% | — | +114.39% | |
| 35 | FEP | First Trust Europe | ETF-その他 | 0.67% | — | +30.08% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.67% | — | +35.97% | |
| 37 | ✓ | Eve Mobility Acquisition Cor | 株式-その他 | 0.64% | — | +6.22% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | +6.35% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.61% | — | -44.89% | |
| 40 | LQDA | Liquidia CORP | 株式-その他 | 0.60% | — | -46.20% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | -26.27% | |
| 42 | ✓ | Advisorshares Trust Alpha | 株式-その他 | 0.57% | — | -50.21% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.55% | — | +12226.72% | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.53% | — | -33.09% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | -15.38% | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.51% | — | +5.75% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | -23.32% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | — | +20.66% | |
| 49 | ZHDG | Zega Buy And Hedge ETF | ETF-その他 | 0.49% | — | -1.53% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.49% | — | +14.49% |