CIK: 0002080096
申告総資産額
$2.1億
上位200銘柄を表示中(全314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 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 11.71% | +0.34% | — | |
| 2 | UCON | First Trust Smith Unconstrai | ETF-その他 | 8.61% | -0.33% | — | |
| 3 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 8.51% | +0.36% | — | |
| 4 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 5.98% | -0.13% | — | |
| 5 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 5.66% | +0.22% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.49% | +0.03% | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.01% | +0.06% | — | |
| 8 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 3.67% | -0.05% | — | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.54% | — | — | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 3.32% | +0.03% | — | |
| 11 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-テック型 | 3.01% | +0.09% | — | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.92% | -0.15% | — | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-その他 | 2.79% | — | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.13% | — | — | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.11% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 2.09% | -0.14% | — | |
| 17 | LGCY | Legacy Education INC | 株式-その他 | 1.71% | -0.73% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | -0.04% | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.12% | +0.03% | — | |
| 20 | FTCS | First Trust Capital Strength | ETF-その他 | 0.79% | — | — | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.77% | — | — | |
| 22 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.76% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.06% | — | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.72% | — | — | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.63% | — | — | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.63% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | +0.02% | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.56% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | +0.03% | — | |
| 30 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.51% | — | — | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | +0.01% | — | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.49% | +0.02% | — | |
| 33 | GWW | Ww Grainger INC | 株式-資本財 | 0.46% | +0.04% | — | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | -0.41% | EXIT | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.37% | — | — | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.34% | +0.02% | — | |
| 39 | NEO | Neogenomics INC | 株式-ヘルスケア | 0.30% | — | — | |
| 40 | FTRI | First Trust Indxx Global Nat | ETF-その他 | 0.28% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | -0.07% | — | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.21% | -0.06% | — | |
| 43 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 0.20% | — | — | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | — | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.17% | — | — | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.17% | — | — | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.16% | — | — | |
| 49 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.16% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.16% | -0.10% | — |