CIK: 0001802387
申告総資産額
$4.0億
上位200銘柄を表示中（全260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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.67% | -0.57% | +31.18% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.30% | -0.25% | +7.77% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.22% | -0.02% | +1.27% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.51% | — | +6.67% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.30% | — | +68.85% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.26% | -0.33% | +23.75% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 2.18% | — | +4.11% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.15% | — | +69.63% | |
| 9 | FPEI | First Trust Institutional Pr | ETF-その他 | 2.07% | — | +0.12% | |
| 10 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.96% | -0.27% | +2.64% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.89% | -0.30% | +2.65% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.48% | -0.23% | +2.64% | |
| 13 | PCN | Pimco Corporate & Income Str | 株式-その他 | 1.44% | — | -0.38% | |
| 14 | DSU | Blackrock Debt Strategies | 株式-その他 | 1.30% | — | +0.78% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.29% | — | -2.05% | |
| 16 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-その他 | 1.23% | -0.98% | +43.32% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | +16.46% | |
| 18 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-その他 | 1.15% | -0.90% | +36.99% | |
| 19 | BILZ | Pimco Ultra Shrt Govt Active | ETF-その他 | 1.13% | -0.56% | +22.85% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.09% | — | +70.12% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.08% | — | -4.84% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.02% | — | +70.27% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.90% | — | -1.78% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.88% | — | -8.57% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.36% | -25.79% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | +4.97% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.23% | -3.13% | |
| 28 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-その他 | 0.82% | -0.66% | +60.31% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.82% | +0.39% | +26.05% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.74% | — | -0.61% | |
| 31 | TUA | Sim St Treas Fut Strat ETF | ETF-その他 | 0.72% | +0.31% | +34.11% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | — | -73.45% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | -22.91% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.64% | — | -46.43% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | +11.76% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | -0.47% | +29.41% | |
| 37 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-その他 | 0.59% | +0.46% | +41.48% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | +4.91% | |
| 39 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.57% | — | -1.39% | |
| 40 | GJUN | Ft Vest US Equity Moderate B | ETF-その他 | 0.56% | -0.45% | +39.93% | |
| 41 | EMLP | First Trust North American E | ETF-その他 | 0.55% | — | -4.77% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.29% | +55.83% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.49% | — | -9.91% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | — | +28.38% | |
| 45 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.48% | — | +114.26% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | +7.06% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +2.75% | |
| 48 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 0.45% | — | +267.81% | |
| 49 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 0.45% | — | +126.07% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.43% | — | +83.01% |