CIK: 0001911087
申告総資産額
$1.4億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.93% | -1.06% | -16.26% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 7.52% | -0.43% | +11.76% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.82% | +0.86% | — | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.08% | -0.20% | +7.39% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.66% | +0.18% | +24.41% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.65% | -0.30% | +22.74% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.53% | +0.51% | -44.48% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.50% | — | +22.12% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.12% | — | +3.22% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.34% | +0.15% | -5.75% | |
| 11 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 2.28% | — | -0.19% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.27% | -0.17% | +2.89% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.17% | — | +70.46% | |
| 14 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.17% | — | +40.88% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.96% | — | -3.37% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.84% | — | +10.66% | |
| 17 | FTCS | First Trust Capital Strength | ETF-その他 | 1.83% | -0.73% | +0.30% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.78% | — | +0.36% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.73% | — | +3.67% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.67% | — | — | |
| 21 | FXL | First Trust Technology Alpha | ETF-テック型 | 1.48% | — | -5.33% | |
| 22 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.37% | — | -6.06% | |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.34% | — | +9.68% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.15% | — | — | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.15% | — | -4.08% | |
| 26 | FXD | First Trust Consumer Discret | ETF-その他 | 1.12% | — | -6.87% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.11% | — | +2.96% | |
| 28 | FTXR | First Trust Nasdaq Transport | ETF-テック型 | 1.09% | — | +0.21% | |
| 29 | FXZ | First Trust Materials Alphad | ETF-その他 | 1.03% | — | -8.17% | |
| 30 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.99% | — | +6.93% | |
| 31 | FITB | Fifth Third Bancorp | 株式-金融 | 0.96% | — | — | |
| 32 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.87% | — | — | |
| 33 | AAPL | Apple INC | 株式-IT | 0.86% | +0.12% | — | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | -4.79% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | -0.48% | |
| 36 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 0.81% | — | +3.70% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | +17.56% | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.66% | -0.15% | EXIT | |
| 39 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.62% | — | +59.45% | |
| 40 | IYF | Ishares US Financials ETF | ETF-その他 | 0.59% | — | +14.89% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | -0.13% | — | |
| 42 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.50% | — | +36.64% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.49% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.42% | +0.11% | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.41% | — | — | |
| 47 | FEP | First Trust Europe | ETF-その他 | 0.40% | — | +13.27% | |
| 48 | GM | General Motors Co | 株式-一般消費財 | 0.40% | — | +35.56% | |
| 49 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.39% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.10% | +27.79% |