CIK: 0001849348
申告総資産額
$6.5億
上位200銘柄を表示中（全377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 | 4.80% | -0.46% | +5.24% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.42% | -0.03% | -2.32% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.74% | -0.03% | -0.39% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.37% | -0.20% | +1.28% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.19% | +0.44% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.17% | +0.65% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | -1.20% | |
| 8 | MARM | Ftvestus Max Buff ETF March | ETF-その他 | 1.47% | — | -1.23% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | -0.08% | -1.97% | |
| 10 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.41% | -0.42% | -0.74% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.34% | — | -4.09% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.30% | — | -0.28% | |
| 13 | SEIX | Virtus Seix Senior Loan ETF | ETF-その他 | 1.29% | +0.07% | -2.86% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.27% | -0.14% | -0.97% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.25% | — | -3.55% | |
| 16 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.22% | — | -2.69% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.22% | — | -3.69% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.20% | +0.11% | -1.03% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -0.19% | +4.13% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.15% | +1.59% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | -0.08% | +1.35% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.96% | +0.12% | +4.47% | |
| 23 | TRMK | Trustmark CORP | 株式-その他 | 0.92% | — | -0.17% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.90% | — | +0.22% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.89% | -0.06% | +0.04% | |
| 26 | PSQA | Plmr Sq Senior Debt ETF | ETF-その他 | 0.88% | — | +0.03% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.86% | -0.05% | +2.64% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.82% | — | +1.33% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | -0.06% | +0.65% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.80% | — | -3.89% | |
| 31 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 0.72% | — | -0.33% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.72% | -0.09% | -2.52% | |
| 33 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.70% | — | +1.22% | |
| 34 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.69% | — | +0.73% | |
| 35 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.67% | — | +0.75% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | — | +0.05% | |
| 37 | CTA | Simplify Managed Futures St | ETF-その他 | 0.64% | — | -2.16% | |
| 38 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.62% | — | +2.08% | |
| 39 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.61% | — | — | |
| 40 | EDOW | First Trust Dow 30 Eql Wght | ETF-その他 | 0.59% | — | +0.07% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.58% | — | +1.72% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | -0.08% | -0.93% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +1.29% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.57% | -0.08% | — | |
| 45 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.56% | — | -4.09% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | +0.07% | -2.63% | |
| 47 | GLOF | Ishares Global Equity Factor | ETF-その他 | 0.51% | — | +6.65% | |
| 48 | GJUN | Ft Vest US Equity Moderate B | ETF-その他 | 0.51% | -0.05% | — | |
| 49 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.49% | — | -3.51% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | -0.18% |