CIK: 0001790525
申告総資産額
$11.1億
上位200銘柄を表示中（全333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 | 6.15% | -0.13% | +6.45% | |
| 2 | QVOY | Q3 All-season Active Rot ETF | ETF-その他 | 5.48% | -2.11% | +2.94% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.15% | -0.47% | +0.98% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.82% | +0.55% | +13.28% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.69% | — | +25.48% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.67% | +0.01% | +77.24% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.61% | — | +45.35% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | +0.01% | +7.03% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.58% | — | -3.41% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.38% | — | +5.68% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.34% | — | -5.20% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.14% | +0.06% | -29.88% | |
| 13 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.06% | — | +26.63% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.05% | +0.27% | +11.54% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.02% | -0.10% | +5.96% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | +0.06% | +6.65% | |
| 17 | PAVE | Global X US Infrastructure | ETF-その他 | 0.96% | — | -3.80% | |
| 18 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.88% | — | +0.62% | |
| 19 | GINN | Goldman Sachs Innovate Eqty | ETF-コモディティ | 0.86% | — | -2.77% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.85% | +0.06% | -7.60% | |
| 21 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.83% | — | +8.91% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | — | +0.98% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | +0.10% | +5.79% | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.80% | — | -7.17% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.74% | — | -88.98% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.73% | — | +11.71% | |
| 27 | CI | THE Cigna Group | 株式-ヘルスケア | 0.72% | — | -2.64% | |
| 28 | O | Realty Income CORP | 株式-不動産 | 0.72% | — | +11.39% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | — | +36.19% | |
| 30 | EBIZ | Global X E-commerce ETF | ETF-その他 | 0.71% | — | -1.02% | |
| 31 | INTU | Intuit INC | 株式-IT | 0.70% | — | -8.05% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.69% | — | +26.34% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.67% | — | +7.01% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.65% | +0.25% | +23.83% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.64% | -0.14% | +17.37% | |
| 36 | MILN | Global X Millennial Consumer | ETF-その他 | 0.61% | — | -4.32% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.60% | — | -1.98% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | -12.34% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | — | +16.14% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.59% | — | -2.84% | |
| 41 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.59% | -0.02% | +10.30% | |
| 42 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.58% | — | -9.63% | |
| 43 | DG | Dollar General CORP | 株式-生活必需品 | 0.57% | — | -2.79% | |
| 44 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.56% | +0.10% | -2.47% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | — | +9.39% | |
| 46 | HSY | Hershey Co/the | 株式-生活必需品 | 0.56% | — | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.56% | — | +1.06% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.56% | +0.05% | +999.56% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +9.69% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | +12.62% |