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 | 7.98% | -1.06% | -2.22% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 7.79% | -0.43% | +0.80% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.93% | +0.86% | +3.72% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.04% | -0.20% | +0.86% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.91% | +0.51% | -0.15% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.61% | +0.18% | -3.65% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.46% | — | -0.29% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.35% | — | -4.88% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.29% | -0.30% | -3.19% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.60% | +0.15% | -0.03% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.46% | — | +5.95% | |
| 12 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 2.25% | — | +0.84% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.23% | -0.17% | +0.29% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.16% | — | -1.70% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.08% | — | -8.34% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.93% | -0.73% | -0.38% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.90% | — | -0.76% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.69% | — | +2.96% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.69% | — | -2.78% | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.32% | — | +5.89% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.28% | — | +1.36% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | — | -23.04% | |
| 23 | FTXG | First Trust Nasdaq Food & Be | ETF-テック型 | 1.18% | — | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | — | — | |
| 25 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.09% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | — | +0.40% | |
| 27 | CHRD | Chord Energy CORP | 株式-エネルギー | 1.04% | — | +203.10% | |
| 28 | FXN | First Trust Energy Alphadex | ETF-その他 | 1.02% | — | — | |
| 29 | FTXN | First Trust Nasdaq Oil & Gas | ETF-テック型 | 1.00% | — | — | |
| 30 | FXR | First Trust Indst/producers | ETF-その他 | 0.95% | -0.49% | — | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.91% | — | — | |
| 32 | FITB | Fifth Third Bancorp | 株式-金融 | 0.89% | — | — | |
| 33 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.88% | — | — | |
| 34 | FXZ | First Trust Materials Alphad | ETF-その他 | 0.88% | — | -8.38% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.87% | +0.11% | +110.16% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.85% | — | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | — | +1.36% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.80% | — | — | |
| 39 | AAPL | Apple INC | 株式-IT | 0.79% | +0.12% | — | |
| 40 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 0.78% | — | +3.00% | |
| 41 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.76% | -0.15% | EXIT | |
| 42 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.63% | — | +9.28% | |
| 43 | IYF | Ishares US Financials ETF | ETF-その他 | 0.58% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | -0.13% | +8.11% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | — | |
| 46 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.52% | — | -56.72% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +24.70% | |
| 48 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.48% | — | +7.07% | |
| 49 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.47% | — | -66.66% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.10% | — |