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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.79% | -0.46% | +4.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.86% | -0.03% | -36.19% | |
| 3 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 3.07% | — | -1.45% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.79% | -0.19% | -4.78% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.44% | -0.20% | +4.82% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.07% | -0.08% | -5.05% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 2.02% | — | +39.46% | |
| 8 | SKYY | First Trust Cloud Computing | ETF-その他 | 2.02% | -0.42% | -1.70% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.17% | -4.03% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.55% | +0.11% | +16.12% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.50% | — | +29.62% | |
| 12 | SEIX | Virtus Seix Senior Loan ETF | ETF-その他 | 1.47% | +0.07% | +38.69% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.28% | -0.03% | +189.64% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.27% | — | +22.70% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.26% | — | -1.84% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.21% | — | +37.31% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.19% | -0.05% | +5.46% | |
| 18 | EDOW | First Trust Dow 30 Eql Wght | ETF-その他 | 1.16% | — | -6.53% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.11% | -0.08% | -22.30% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.11% | — | -2.14% | |
| 21 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.09% | — | -0.08% | |
| 22 | TRMK | Trustmark CORP | 株式-その他 | 1.08% | — | -1.67% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.19% | -7.17% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.03% | -0.14% | -1.00% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.97% | — | +0.07% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.95% | — | +38.00% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.89% | -0.08% | -0.51% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.83% | +0.07% | -13.27% | |
| 29 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-テック型 | 0.83% | — | -1.45% | |
| 30 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.80% | — | +41.42% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.80% | — | +40.30% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | — | -0.48% | |
| 33 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.70% | — | +68.06% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.15% | -2.92% | |
| 35 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.66% | — | +20.88% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | -5.09% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | — | |
| 38 | MUC | Blackrock Munihold Ca Qlty | 株式-その他 | 0.60% | — | +0.00% | |
| 39 | QWLD | State Street Spdr Msci World | ETF-その他 | 0.57% | — | +37.28% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.08% | +0.32% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.56% | — | -17.31% | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.56% | — | +8.43% | |
| 43 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.56% | — | +38.11% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | -35.25% | |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.55% | — | +19.34% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +395.04% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.55% | — | -1.30% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | +4.77% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.54% | — | -12.41% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.53% | — | +68.18% |