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 | 5.41% | +0.39% | -1.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.64% | -0.74% | +1.23% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.53% | -0.83% | -14.14% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.47% | — | +22.33% | |
| 5 | FTCB | Ft Core Investment Grade ETF | ETF-投資適格社債 | 2.09% | +0.25% | +85.25% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.00% | +0.03% | +18.31% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.89% | +0.33% | +66.69% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.86% | — | -0.35% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.77% | +0.01% | -21.72% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | +0.05% | +44.79% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.51% | -0.45% | -6.40% | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.48% | — | +89.75% | |
| 13 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-その他 | 1.38% | +0.14% | +58.08% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | — | +40.72% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.33% | +0.03% | -3.41% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | — | +2.22% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.22% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | +0.11% | -24.72% | |
| 19 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.09% | — | -2.45% | |
| 20 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 1.08% | — | +36.50% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.05% | — | +15.60% | |
| 22 | FTGS | First Trust Grwth Strgth ETF | ETF-その他 | 1.04% | — | -27.82% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | +83.48% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.00% | — | +0.91% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.99% | — | -12.07% | |
| 26 | AFLG | First Trust Active Factor La | ETF-その他 | 0.99% | — | -2.84% | |
| 27 | FTA | First Trust L C Val Alp | ETF-その他 | 0.99% | — | -8.20% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.93% | — | -9.68% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -12.07% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.90% | -0.84% | EXIT | |
| 31 | JHMB | John Hancock Mortgage-backed | ETF-その他 | 0.90% | — | — | |
| 32 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.89% | — | +17.71% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | +0.16% | +2.35% | |
| 34 | LHX | L3harris Technologies INC | 株式-資本財 | 0.88% | — | -2.12% | |
| 35 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 0.86% | — | — | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.86% | +0.56% | +49.57% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.86% | -0.25% | EXIT | |
| 38 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.83% | +0.19% | -4.84% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +17.70% | |
| 40 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 0.79% | — | +90.67% | |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | +0.74% | +124.23% | |
| 42 | FEMB | First Trust Emerging Markets | ETF-新興国市場 | 0.75% | — | — | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.73% | — | +3.29% | |
| 44 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.73% | — | -4.72% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.72% | — | -4.00% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.72% | -0.26% | +2.85% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.71% | — | -20.36% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.70% | — | -14.04% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.69% | — | -4.83% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.68% | — | +5.42% |