CIK: 0001950947
申告総資産額
$21.2億
上位200銘柄を表示中（全324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 | MSFT | Microsoft CORP | 株式-IT | 3.84% | — | -3.07% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.48% | — | -28.50% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-その他 | 2.50% | — | +2.51% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.14% | +0.16% | -4.78% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | +0.10% | +4.10% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.04% | +0.06% | +5.71% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.76% | — | +0.96% | |
| 8 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 1.62% | — | +54.45% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.58% | — | -24.56% | |
| 10 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.56% | — | +4.08% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.54% | — | +0.90% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.53% | — | +8.09% | |
| 13 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.52% | — | +3.35% | |
| 14 | YLD | Principal Act Hi Yld ETF | ETF-その他 | 1.50% | — | — | |
| 15 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.47% | — | — | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.40% | +0.27% | -9.98% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.27% | +0.06% | +1.07% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.21% | -1.36% | EXIT | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.18% | -0.27% | -0.70% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.02% | — | +4.03% | |
| 21 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.93% | -0.22% | +1.85% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | — | +12.90% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | +8.09% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | -13.49% | |
| 25 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.84% | — | +4.00% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.84% | -0.25% | +1.51% | |
| 27 | MLN | Vaneck Long Muni ETF | ETF-その他 | 0.83% | — | +5.25% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.06% | -12.07% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | -33.07% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | — | +16.60% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.80% | — | -10.14% | |
| 32 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.79% | — | +0.75% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.79% | — | +6.29% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +3.16% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | -0.01% | +3.23% | |
| 36 | URA | Global X Uranium ETF | ETF-その他 | 0.77% | — | +13.19% | |
| 37 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.74% | -0.19% | +7.11% | |
| 38 | FXR | First Trust Indst/producers | ETF-その他 | 0.74% | — | -2.47% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | +0.05% | -2.12% | |
| 40 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.73% | +0.09% | +3.50% | |
| 41 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 0.72% | — | — | |
| 42 | FXD | First Trust Consumer Discret | ETF-その他 | 0.72% | — | — | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.71% | +0.10% | +4.24% | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.71% | +0.17% | -0.45% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | +20.69% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | +21.59% | |
| 47 | FTXG | First Trust Nasdaq Food & Be | ETF-テック型 | 0.68% | — | +20.61% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.67% | — | +44.99% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | +33.97% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | +3.81% |