CIK: 0001849348
申告総資産額
$6.5億
上位200銘柄を表示中（全401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 | 4.64% | -0.46% | +3.32% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.09% | -0.03% | -2.80% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.69% | -0.03% | +2.22% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.15% | -0.20% | -2.43% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.19% | +5.96% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.17% | +1.80% | |
| 7 | MARM | Ftvestus Max Buff ETF March | ETF-その他 | 1.39% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | -0.08% | -3.55% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.15% | +4.57% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.32% | — | -1.09% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.25% | — | +0.32% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.22% | — | -7.21% | |
| 13 | SEIX | Virtus Seix Senior Loan ETF | ETF-その他 | 1.21% | +0.07% | +2.24% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.21% | +0.11% | +2.53% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.19% | — | +2.45% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.19% | +0.12% | +19.70% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.15% | -0.14% | -0.02% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.14% | — | +0.32% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.10% | — | +27.16% | |
| 20 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.05% | — | -10.70% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | -0.08% | +8.34% | |
| 22 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.00% | -0.42% | -14.25% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.19% | +1.08% | |
| 24 | TRMK | Trustmark CORP | 株式-その他 | 0.93% | — | +0.03% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.87% | -0.05% | +4.28% | |
| 26 | PSQA | Plmr Sq Senior Debt ETF | ETF-その他 | 0.87% | — | +4.12% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.82% | -0.06% | -1.59% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.80% | — | +4.37% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | -0.06% | +1.71% | |
| 30 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 0.76% | — | -0.82% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.75% | — | +0.60% | |
| 32 | GLOF | Ishares Global Equity Factor | ETF-その他 | 0.68% | — | +35.14% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | +0.07% | +2.50% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.08% | -10.83% | |
| 35 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.66% | — | +2.73% | |
| 36 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.65% | — | +8.25% | |
| 37 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.64% | — | +3.42% | |
| 38 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.64% | — | -5.20% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.09% | +2.09% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | — | -1.94% | |
| 41 | EDOW | First Trust Dow 30 Eql Wght | ETF-その他 | 0.61% | — | +3.95% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | — | +89.64% | |
| 43 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.60% | — | +52.76% | |
| 44 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.59% | — | -0.21% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.57% | -0.08% | -0.40% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.56% | — | +1.71% | |
| 47 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.53% | — | +2.54% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +4.96% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | -3.22% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.47% | — | +0.68% |