CIK: 0001790525
申告総資産額
$11.1億
上位200銘柄を表示中(全424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 | 5.65% | -0.13% | -0.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.77% | +0.55% | -2.07% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 2.99% | +0.98% | +0.48% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.86% | -0.47% | -4.33% | |
| 5 | QVOY | Q3 All-season Active Rot ETF | ETF-その他 | 2.24% | -2.11% | -5.07% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.06% | — | -21.17% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.95% | -0.08% | +26.42% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.92% | -0.10% | +7.06% | |
| 9 | PAVE | Global X US Infrastructure | ETF-その他 | 1.83% | — | -2.27% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.81% | +0.01% | -0.54% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.41% | +0.06% | -2.23% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.37% | +0.27% | +84.13% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.31% | — | -2.43% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | +0.01% | -1.80% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.19% | — | +8.86% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.13% | +0.15% | -4.31% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.13% | +0.03% | +20.57% | |
| 18 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 1.13% | +0.03% | +180.23% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.12% | +0.11% | +44.95% | |
| 20 | FTCB | Ft Core Investment Grade ETF | ETF-投資適格社債 | 1.09% | — | +31.26% | |
| 21 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.08% | — | +44.96% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.04% | — | +0.73% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.03% | +0.05% | -2.06% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.98% | — | -2.91% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.96% | +0.25% | +5.19% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | +0.06% | -9.59% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | — | -0.35% | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.85% | — | +26.42% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.84% | +0.30% | +64.64% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.70% | +0.57% | +19.57% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | — | +2.15% | |
| 32 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.61% | -0.02% | +21.62% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.60% | +0.06% | +13.62% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.60% | — | -2.83% | |
| 35 | FNGS | Microsectors Fang+ Etns | ETF-その他 | 0.59% | — | +29.39% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | -1.16% | |
| 37 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 0.56% | — | +1.71% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.55% | +0.03% | +2.69% | |
| 39 | EMLP | First Trust North American E | ETF-その他 | 0.49% | — | +0.79% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | +14.84% | |
| 41 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-その他 | 0.49% | — | +10.30% | |
| 42 | NUKZ | Range Nuclear Renaissance | ETF-その他 | 0.48% | +0.03% | +59.92% | |
| 43 | ILDR | First Trust Innovation Leade | ETF-その他 | 0.47% | +0.14% | -15.73% | |
| 44 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 0.46% | — | +43.14% | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.45% | +0.03% | +2.80% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.44% | — | -5.26% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | -4.55% | |
| 48 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.43% | — | +197.48% | |
| 49 | GSEP | Ft Vest US Equity Moderate B | ETF-その他 | 0.43% | — | -0.99% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.42% | +0.05% | +70.26% |