CIK: 0001790525
申告総資産額
$11.1億
上位200銘柄を表示中（全416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 | 5.72% | -0.13% | +3.00% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.90% | +0.55% | +0.33% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 3.13% | +0.98% | +4.81% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.09% | -0.47% | -8.21% | |
| 5 | QVOY | Q3 All-season Active Rot ETF | ETF-その他 | 2.60% | -2.11% | -0.98% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.58% | — | -4.83% | |
| 7 | PAVE | Global X US Infrastructure | ETF-その他 | 1.94% | — | -1.44% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.84% | +0.01% | +10.49% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.78% | -0.10% | -1.09% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.56% | -0.08% | +6.48% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.51% | +0.27% | -2.08% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.48% | — | +3.30% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.40% | +0.06% | +1.97% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | +0.01% | +2.92% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.19% | +0.15% | +38.07% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.14% | — | +25.36% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.09% | +0.05% | +0.05% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.05% | — | -0.28% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.04% | — | +3.30% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | — | +2.59% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.96% | +0.03% | +40.17% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.93% | +0.25% | +13.86% | |
| 23 | FTCB | Ft Core Investment Grade ETF | ETF-投資適格社債 | 0.87% | — | +9.83% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | +0.06% | +0.02% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.78% | +0.11% | +44.58% | |
| 26 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.78% | — | -29.72% | |
| 27 | MBSF | Regan Floating Rate Mbs ETF | ETF-その他 | 0.76% | — | -19.22% | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.70% | — | +21.06% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | — | -10.82% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.64% | — | +9.30% | |
| 31 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 0.57% | — | — | |
| 32 | ILDR | First Trust Innovation Leade | ETF-その他 | 0.57% | +0.14% | -36.22% | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.55% | +0.57% | +49.28% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.54% | +0.03% | +3.38% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.53% | +0.06% | -2.09% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.52% | +0.30% | +235.31% | |
| 37 | EMLP | First Trust North American E | ETF-その他 | 0.51% | — | +10.07% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | +0.10% | +7.71% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -6.99% | |
| 40 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.50% | -0.02% | +26.82% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.49% | -0.14% | -3.15% | |
| 42 | FNGS | Microsectors Fang+ Etns | ETF-その他 | 0.48% | — | +77.79% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.47% | — | -0.77% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.47% | — | -11.53% | |
| 45 | APP | Applovin Corp-class A | 株式-IT | 0.47% | — | -33.23% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +3.02% | |
| 47 | TRFK | Pacer Data And Digital Rev | ETF-その他 | 0.46% | +0.27% | +226.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | — | -1.98% | |
| 49 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-その他 | 0.46% | — | — | |
| 50 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.44% | +0.03% | +3.32% |