CIK: 0001874068
申告総資産額
$2.0億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 13.85% | — | +127.76% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 12.17% | — | +24.58% | |
| 3 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 8.51% | — | +4.38% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 7.52% | — | +6.69% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.76% | — | +4.44% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.40% | — | +1.05% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.13% | — | +284.77% | |
| 8 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 3.67% | — | +7.27% | |
| 9 | DISV | Dimensional International Sm | ETF-その他 | 3.56% | — | +180.69% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 3.33% | — | +0.12% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.57% | — | +3.60% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.74% | — | +0.96% | |
| 13 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.65% | — | +1.14% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.33% | — | -0.95% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.20% | — | +30.19% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.14% | — | — | |
| 17 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.10% | — | +0.21% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +1.42% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | — | +0.45% | |
| 20 | SO | Southern Co/the | 株式-公益事業 | 0.85% | — | -2.66% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 0.79% | — | -1.01% | |
| 22 | AXP | American Express Co | 株式-金融 | 0.75% | — | +4.64% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | +2.94% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.62% | — | -1.43% | |
| 25 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.58% | — | -14.48% | |
| 26 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.51% | — | -37.54% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | +38.55% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +6.33% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +2.97% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | +17.82% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +3.48% | |
| 32 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.46% | — | +4.28% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | — | +0.11% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.44% | — | +0.63% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | +3.94% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.42% | — | +69.91% | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.39% | — | +21.79% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | +0.74% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | +12.83% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.37% | — | +0.55% | |
| 41 | AKAM | Akamai Technologies INC | 株式-IT | 0.35% | — | -7.61% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.35% | — | +14.90% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | — | +0.96% | |
| 44 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.31% | — | -7.62% | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.31% | — | -11.12% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | — | — | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | -10.60% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.28% | — | +10.11% | |
| 50 | CTAS | Cintas CORP | 株式-資本財 | 0.26% | — | +0.13% |