CIK: 0001801892
申告総資産額
$1.6億
上位200銘柄を表示中（全448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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.72% | -0.10% | +19.38% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 7.70% | +0.13% | +20.45% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.46% | — | +6.05% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.16% | — | -0.77% | |
| 5 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 3.12% | — | +1.63% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.11% | — | -0.45% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.10% | — | +3.26% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.09% | — | +1.90% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.90% | -0.36% | +23.67% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.09% | -0.13% | +6.06% | |
| 11 | PFFA | Virtus Infracap US Pref Stck | ETF-その他 | 1.94% | -0.25% | +384.03% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.69% | — | +8.45% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.58% | +0.21% | -0.46% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.54% | +0.19% | +15.01% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.43% | — | -1.47% | |
| 16 | XLB | Ss Materials Select Sector | ETF-その他 | 1.40% | — | +18430.00% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | -0.21% | -1.24% | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.27% | +0.07% | — | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.24% | +0.05% | +15.11% | |
| 20 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 1.18% | -0.21% | +1.77% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.98% | — | +3.61% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.96% | — | +2.14% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.96% | +0.28% | +3.27% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | — | +9.94% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | +0.13% | -0.74% | |
| 26 | MCI | Barings Corporate Investors | 株式-その他 | 0.82% | -0.08% | -3.46% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | -0.12% | -2.09% | |
| 28 | PCEF | Invesco Cef Income Composite | ETF-その他 | 0.75% | — | -8.24% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +0.20% | |
| 30 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.61% | -0.08% | -1.15% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | — | -4.56% | |
| 32 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.58% | — | +5.99% | |
| 33 | STXF | Strive 500 ETF | ETF-その他 | 0.58% | — | +21.19% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.55% | — | +0.41% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.55% | — | +0.15% | |
| 36 | MLPA | Global X Mlp ETF | ETF-その他 | 0.55% | — | -46.98% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | +32.84% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | +0.06% | -2.77% | |
| 39 | IRM | Iron Mountain INC | 株式-不動産 | 0.53% | — | -15.97% | |
| 40 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.53% | -0.11% | — | |
| 41 | T | At&t INC | 株式-通信サービス | 0.50% | — | -3.80% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | +0.05% | -6.16% | |
| 43 | SPG | Simon Property Group INC | 株式-不動産 | 0.50% | +0.04% | +0.89% | |
| 44 | VVR | Invesco Senior Income Trust | 株式-その他 | 0.47% | — | +0.38% | |
| 45 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.46% | — | -75.40% | |
| 46 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.45% | -0.07% | +21.78% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.45% | — | +1.07% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | -0.08% | +0.08% | |
| 50 | HTGC | Hercules Capital INC | 株式-金融 | 0.43% | — | — |