CIK: 0002057200
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 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-その他 | 16.77% | -4.79% | -1.55% | |
| 2 | C | Citigroup INC | 株式-金融 | 3.94% | +0.02% | -0.06% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.72% | -0.14% | -0.92% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.71% | +0.19% | +0.97% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.60% | -0.26% | +4.38% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.57% | -0.02% | -1.35% | |
| 7 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.48% | -0.41% | +0.95% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.40% | -0.60% | +0.57% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.39% | -0.68% | -1.12% | |
| 10 | TFC | Truist Financial CORP | 株式-金融 | 3.32% | -0.14% | +0.82% | |
| 11 | T | At&t INC | 株式-通信サービス | 3.28% | +0.23% | +1.34% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 3.28% | -0.16% | +0.79% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 3.22% | +0.10% | +1.02% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 2.94% | — | +1.37% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 2.88% | +0.19% | +1.46% | |
| 16 | XDEC | Ft Vest US Equity Enhance & | ETF-その他 | 2.61% | -0.16% | -2.05% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.20% | -0.13% | -1.23% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.05% | +0.06% | +1.34% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.89% | — | +1.50% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.88% | +0.71% | +0.19% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.83% | +0.25% | +1.83% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.79% | -0.12% | +1.27% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.61% | +0.06% | +1.22% | |
| 24 | DUK | Duke Energy CORP | 株式-公益事業 | 1.56% | +0.22% | +1.51% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.49% | +0.20% | -9.54% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.42% | +0.04% | +1.11% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.36% | -0.46% | +1.39% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.32% | -0.08% | +1.08% | |
| 29 | MRVL | Marvell Technology INC | 株式-IT | 1.04% | +0.19% | +0.64% | |
| 30 | AXP | American Express Co | 株式-金融 | 0.96% | -0.08% | +0.85% | |
| 31 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.94% | +0.01% | +1.12% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.93% | +0.69% | +98.12% | |
| 33 | XJUL | Ft Vest US Equity Enhance & | ETF-その他 | 0.59% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.12% | -0.84% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.07% | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | -3.72% | |
| 37 | BLK | Blackrock INC | 株式-金融 | 0.40% | -0.06% | — | |
| 38 | SMCI | Super Micro Computer INC | 株式-IT | 0.35% | -0.35% | EXIT | |
| 39 | AWK | American Water Works Co INC | 株式-公益事業 | 0.34% | — | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | — | |
| 41 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.26% | — | -1.07% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | — | |
| 44 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.23% | — | — | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.04% | -5.73% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.22% | +0.05% | +0.40% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.21% | — | +0.12% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.20% | +0.01% | -3.04% | |
| 49 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.19% | -0.03% | — | |
| 50 | PAYX | Paychex INC | 株式-IT | 0.19% | -0.04% | — |