CIK: 0001790525
申告総資産額
$11.1億
上位200銘柄を表示中（全231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 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.85% | -0.47% | +11.38% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.50% | -0.13% | +7.71% | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.37% | — | -21.36% | |
| 4 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 2.19% | — | +57.74% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.87% | +0.06% | -3.24% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | — | +0.49% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.57% | — | +0.32% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.50% | — | +6.42% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.46% | +0.10% | -0.41% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.42% | — | +1.37% | |
| 11 | CI | THE Cigna Group | 株式-ヘルスケア | 1.38% | — | +1.06% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.33% | +0.27% | +175.66% | |
| 13 | FXG | First Trust Consumer Staples | ETF-その他 | 1.33% | — | +3.81% | |
| 14 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.31% | — | +0.83% | |
| 15 | GINN | Goldman Sachs Innovate Eqty | ETF-コモディティ | 1.28% | — | -0.80% | |
| 16 | DG | Dollar General CORP | 株式-生活必需品 | 1.27% | — | +1.86% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.23% | — | +1.25% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.22% | +0.01% | -1.57% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | +1.77% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | — | +2.60% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.16% | — | +1.69% | |
| 22 | O | Realty Income CORP | 株式-不動産 | 1.15% | — | +1.65% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -0.26% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.10% | — | +2.41% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.03% | -0.17% | -5.70% | |
| 26 | INTU | Intuit INC | 株式-IT | 1.02% | — | -0.24% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 1.02% | — | +4.17% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.00% | — | +4.46% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.98% | — | +2.37% | |
| 30 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.93% | — | -4.97% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | +0.01% | +1.91% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.91% | — | -1.19% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | +1.68% | |
| 34 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.83% | — | +7.70% | |
| 35 | ARKK | Ark Innovation ETF | ETF-その他 | 0.82% | — | -2.34% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.81% | — | — | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | — | +3.12% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.81% | — | -6.48% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.81% | — | -0.13% | |
| 40 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.80% | — | — | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.80% | — | +3.40% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.79% | — | -11.38% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.79% | — | -29.40% | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.78% | — | -0.95% | |
| 45 | HERO | Global X Video Games& Esport | ETF-その他 | 0.77% | — | +0.59% | |
| 46 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.75% | +0.10% | -1.22% | |
| 47 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.74% | — | +7.11% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | -1.51% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | +0.55% | -25.13% | |
| 50 | MILN | Global X Millennial Consumer | ETF-その他 | 0.69% | — | -0.56% |