CIK: 0001908378
申告総資産額
$3.7億
上位200銘柄を表示中（全287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 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 21.50% | -0.61% | -2.65% | |
| 2 | UCON | First Trust Smith Unconstrai | ETF-その他 | 16.84% | +0.73% | +5.04% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 8.49% | — | -0.65% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 6.50% | — | -5.27% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 5.17% | — | +2.21% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-その他 | 4.28% | -0.03% | — | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.15% | — | -40.38% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.88% | -0.07% | +1037.94% | |
| 9 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 2.43% | +0.11% | +67.07% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.99% | +0.08% | +6.07% | |
| 11 | FMB | First Trust Managed Municipa | ETF-その他 | 1.81% | — | -7.76% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.93% | +0.09% | +19.71% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.92% | -0.10% | +6.19% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.06% | +24.58% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.06% | +25.61% | |
| 16 | FOUR | Shift4 Payments Inc-class A | 株式-IT | 0.71% | -0.21% | EXIT | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | — | +7.36% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.66% | -0.50% | -21.23% | |
| 19 | PSN | Parsons CORP | 株式-IT | 0.64% | — | — | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.58% | — | +25.82% | |
| 21 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.52% | — | — | |
| 22 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.52% | — | -1.78% | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.51% | -0.13% | -5.91% | |
| 24 | CCJ | Cameco CORP | 株式-エネルギー | 0.51% | — | — | |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.46% | — | -2.05% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | — | +11.92% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +21.39% | |
| 28 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.44% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | -22.62% | |
| 30 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 0.42% | — | — | |
| 31 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.41% | — | -0.27% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | +21.13% | |
| 33 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.37% | — | +13.26% | |
| 34 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.37% | — | +0.85% | |
| 35 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.36% | — | +1.60% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.08% | +17.44% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.32% | — | +11.66% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.32% | — | +25.50% | |
| 39 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.32% | — | +16.64% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | — | +22.04% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.26% | — | — | |
| 42 | CG | Carlyle Group Inc/the | 株式-金融 | 0.23% | — | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | +21.53% | |
| 44 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.23% | — | +18.51% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.21% | — | +9.15% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.20% | — | -3.69% | |
| 47 | GTLS | Chart Industries INC | 株式-資本財 | 0.20% | -0.12% | EXIT | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.19% | — | — | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.18% | -0.09% | EXIT | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.18% | — | -0.03% |