CIK: 0001849348
申告総資産額
$6.5億
上位200銘柄を表示中（全282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 | AAPL | Apple INC | 株式-IT | 7.00% | -0.03% | -0.08% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.18% | -0.46% | +7.16% | |
| 3 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 3.11% | — | +4.98% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.19% | +4.20% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.09% | -0.08% | -9.37% | |
| 6 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.94% | -0.42% | -5.80% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 1.57% | -0.14% | -1.15% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.53% | — | +23.11% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.17% | -14.99% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.38% | -0.08% | +0.56% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.34% | +0.11% | +23.28% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -0.20% | -0.95% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.30% | — | +0.67% | |
| 14 | EDOW | First Trust Dow 30 Eql Wght | ETF-その他 | 1.26% | — | -3.17% | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 1.25% | -0.08% | +1.13% | |
| 16 | TRMK | Trustmark CORP | 株式-その他 | 1.18% | — | +924.41% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.16% | — | -3.87% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.16% | — | +42.28% | |
| 19 | SEIX | Virtus Seix Senior Loan ETF | ETF-その他 | 1.12% | +0.07% | +42.56% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.10% | — | +16.79% | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.10% | -0.05% | +9.72% | |
| 22 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.09% | — | +0.04% | |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.94% | — | +86.56% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.93% | — | -7.03% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | -0.19% | -2.21% | |
| 26 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-テック型 | 0.84% | — | +3.46% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.82% | +0.07% | +3.35% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | — | -10.86% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.74% | — | — | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | — | -1.09% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.69% | — | -4.28% | |
| 32 | MUC | Blackrock Munihold Ca Qlty | 株式-その他 | 0.65% | — | +0.01% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +3.19% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | -0.15% | -10.32% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.07% | -1.60% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.61% | — | +78.81% | |
| 37 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.60% | — | +61.17% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -4.95% | |
| 39 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.58% | — | +0.46% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.58% | — | -59.09% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -0.83% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -4.79% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | -1.50% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | -0.08% | -16.03% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | -10.32% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.51% | — | +1.24% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | +11.47% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.51% | — | -10.47% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | -15.08% | |
| 50 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.50% | — | — |