CIK: 0001818604
申告総資産額
$16.7億
上位200銘柄を表示中（全2234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 | 7.78% | -0.28% | +96.08% | |
| 2 | IYZ | Ishares US Telecommunication | ETF-その他 | 4.48% | — | +101.89% | |
| 3 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.12% | — | +95.42% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.81% | +0.02% | +118.96% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.61% | — | +84.29% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.20% | +84.22% | |
| 7 | RFV | Invesco S&p Midcap 400 Pure | ETF-その他 | 1.83% | — | +90.57% | |
| 8 | OUSAGBP | Oshares U.s Quality Dividend | ETF-その他 | 1.46% | — | +91.28% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.31% | — | +105.79% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.10% | — | +79.25% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | -0.06% | +102.37% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | +0.09% | +113.29% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.01% | +0.08% | +104.03% | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 0.86% | — | +116.34% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | +0.02% | +103.61% | |
| 16 | FXU | First Trust Utilities Alphad | ETF-その他 | 0.80% | — | +102.56% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.28% | +100.33% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.73% | — | +117.71% | |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.73% | — | +104.47% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +109.55% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +99.89% | |
| 22 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.66% | — | +94.75% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | -0.21% | +109.01% | |
| 24 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.62% | — | +103.19% | |
| 25 | FAN | First Trust Global Wind Ener | ETF-その他 | 0.56% | — | — | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | +87.93% | |
| 27 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 0.55% | — | — | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | +0.05% | +107.79% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | +0.01% | +100.91% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +115.11% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +100.04% | |
| 32 | ARCC | Ares Capital CORP | 株式-金融 | 0.51% | — | +103.10% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.49% | — | +96.73% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +86.09% | |
| 35 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 0.47% | — | +96.29% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +96.35% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.46% | — | — | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.45% | — | +86.25% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.45% | — | +98.52% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.44% | — | +100.55% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.44% | — | +98.46% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | — | +80.74% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | +0.10% | +111.99% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | +107.39% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.41% | — | +124.14% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.39% | — | +108.21% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.39% | — | +136.70% | |
| 48 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 0.38% | — | +100.31% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | — | +109.84% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.37% | — | +92.49% |