CIK: 0001998182
申告総資産額
$3.3億
| # | 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 | 5.61% | +0.39% | +3.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.42% | -0.74% | +3.37% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.25% | -0.83% | -10.92% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.34% | +0.03% | +10.92% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.12% | — | +11.65% | |
| 6 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.06% | -0.45% | +6.26% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.64% | +0.01% | -1.82% | |
| 8 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.61% | +0.03% | +15.87% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.58% | — | -25.02% | |
| 10 | FTGS | First Trust Grwth Strgth ETF | ETF-その他 | 1.56% | — | +9.33% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.41% | — | +3.53% | |
| 12 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 1.39% | -0.27% | -7.20% | |
| 13 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 1.38% | — | +25.43% | |
| 14 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-その他 | 1.37% | +0.14% | +15.78% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | — | -2.30% | |
| 16 | AFLG | First Trust Active Factor La | ETF-その他 | 1.27% | — | — | |
| 17 | FTCB | Ft Core Investment Grade ETF | ETF-投資適格社債 | 1.24% | +0.25% | — | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.24% | — | -13.05% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.21% | — | +162.26% | |
| 20 | FTA | First Trust L C Val Alp | ETF-その他 | 1.18% | — | -26.71% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.17% | — | +55.39% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | +0.05% | +8.24% | |
| 23 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.13% | — | -10.30% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 1.13% | -0.84% | EXIT | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.13% | — | -12.24% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.12% | — | -2.77% | |
| 27 | LHX | L3harris Technologies INC | 株式-資本財 | 1.10% | — | +21.32% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.09% | — | +25.71% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | +16.23% | |
| 30 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.03% | -0.45% | EXIT | |
| 31 | COP | Conocophillips | 株式-エネルギー | 1.01% | — | +1.55% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.01% | — | -4.93% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.00% | — | -14.01% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.00% | — | +2.06% | |
| 35 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.97% | — | -5.46% | |
| 36 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.97% | +0.19% | +99.49% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.96% | — | +33.22% | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.95% | — | +4.37% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.94% | -0.26% | +16.73% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.93% | — | +21.55% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | -0.49% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.93% | +0.79% | -73.58% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | — | -3.03% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.84% | — | +4.65% | |
| 45 | MCHP | Microchip Technology INC | 株式-IT | 0.81% | — | +39.05% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.79% | — | +18.73% | |
| 47 | TMUS | T-mobile US INC | 株式-通信サービス | 0.79% | -0.20% | EXIT | |
| 48 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 0.77% | — | -0.16% | |
| 49 | FTCS | First Trust Capital Strength | ETF-その他 | 0.76% | — | -52.23% | |
| 50 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.69% | +0.33% | +568.44% |