CIK: 0001767433
申告総資産額
$3.4億
| # | 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 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-テック型 | 30.47% | -4.41% | +626.07% | |
| 2 | TUA | Sim St Treas Fut Strat ETF | ETF-その他 | 13.97% | -11.78% | +46.08% | |
| 3 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 8.10% | — | +1.70% | |
| 4 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 6.94% | — | — | |
| 5 | CLOI | Vaneck Clo ETF | ETF-その他 | 5.77% | +0.51% | +98.19% | |
| 6 | ISEP | Innovator Intl Dev Eq Power | ETF-その他 | 4.80% | — | +2.05% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-その他 | 4.69% | +0.83% | — | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 3.18% | -0.40% | -2.22% | |
| 9 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-その他 | 2.64% | +1.22% | +87.77% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.23% | +0.35% | +1.17% | |
| 11 | GLIN | Vaneck India Growth Leaders | ETF-その他 | 1.91% | — | +1.87% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.58% | — | +4.32% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.41% | — | +0.56% | |
| 14 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.96% | — | +0.46% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.91% | — | -17.76% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | +2.89% | -2.19% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.59% | — | -7.99% | |
| 18 | LIN | Linde plc | 株式-素材 | 0.51% | — | -0.40% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | — | -5.01% | |
| 20 | SSBUSD | Southstate Bank CORP | 株式-その他 | 0.40% | — | — | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | +0.20% | — | |
| 22 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.37% | — | -0.94% | |
| 23 | UITB | Victoryshares Core Intermedi | ETF-その他 | 0.36% | — | -0.60% | |
| 24 | AYI | Acuity INC | 株式-資本財 | 0.29% | — | — | |
| 25 | GJAN | Ft Vest US Equity Moderate B | ETF-その他 | 0.29% | — | — | |
| 26 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 0.28% | — | -4.74% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | — | -0.94% | |
| 28 | XVV | Ishares Esg Select Screened | ETF-その他 | 0.26% | — | -0.54% | |
| 29 | SPBC | Simplify US Eqty Pl Bitcoin | ETF-暗号資産 | 0.24% | — | -13.46% | |
| 30 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-その他 | 0.24% | — | -13.38% | |
| 31 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.23% | — | +0.92% | |
| 32 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.22% | — | -18.94% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.21% | — | -1.37% | |
| 34 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.21% | — | — | |
| 35 | RSST | Return Stacked US Sm Ftr ETF | ETF-その他 | 0.20% | — | -13.75% | |
| 36 | BUZZ | Vaneck Social Sentiment ETF | ETF-その他 | 0.19% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | — | -1.24% | |
| 38 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.16% | — | — | |
| 39 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.15% | — | -19.37% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | — | -3.11% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | -1.18% | |
| 42 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.14% | — | -99.41% | |
| 43 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 0.13% | — | +1.56% | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.13% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.13% | +0.09% | — | |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.13% | — | — | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.13% | -0.12% | EXIT | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.12% | — | — | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.11% | — | — |