CIK: 0001818604
申告総資産額
$16.7億
上位200銘柄を表示中（全522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 | 7.86% | -0.28% | +0.98% | |
| 2 | IYT | Ishares US Transportation Et | ETF-その他 | 4.43% | — | +0.48% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.08% | +0.02% | +0.04% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.20% | +13.32% | |
| 5 | PGX | Invesco Preferred ETF | ETF-その他 | 1.62% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | +0.09% | +1.44% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | -0.06% | +4.96% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 1.18% | — | +2.64% | |
| 9 | FAN | First Trust Global Wind Ener | ETF-その他 | 1.14% | — | +0.75% | |
| 10 | MRNA | Moderna INC | 株式-ヘルスケア | 1.12% | — | +74.80% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.10% | — | -35.26% | |
| 12 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.09% | — | +6.77% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.07% | — | -13.15% | |
| 14 | FXU | First Trust Utilities Alphad | ETF-その他 | 1.02% | — | +3.40% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | +0.02% | -2.77% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | — | -2.27% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.92% | +0.04% | +241.35% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | +0.28% | +4.63% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.87% | — | +28.26% | |
| 20 | KNGZ | Ft - S&p 500 Dvd Aristocrats | ETF-大型株・グロース | 0.76% | — | — | |
| 21 | PSPUSD | Invesco Global Listed Privat | ETF-その他 | 0.69% | — | +16.71% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -1.04% | |
| 23 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.67% | — | +0.26% | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.65% | — | -9.11% | |
| 25 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.63% | — | -8.98% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | +0.01% | -26.77% | |
| 27 | ARCC | Ares Capital CORP | 株式-金融 | 0.59% | — | +3.83% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +7.90% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | -0.21% | -13.51% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.53% | — | +6.70% | |
| 31 | FTCS | First Trust Capital Strength | ETF-その他 | 0.53% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | +3.67% | |
| 33 | C | Citigroup INC | 株式-金融 | 0.52% | — | +10.97% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | +0.05% | -14.60% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -10.28% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | +13.84% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | +0.10% | +230.32% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +14.14% | |
| 39 | OUSAGBP | Oshares U.s Quality Dividend | ETF-その他 | 0.47% | — | -47.13% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | -27.36% | |
| 41 | AMD | Advanced Micro Devices | 株式-IT | 0.46% | +0.58% | -5.76% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +61.59% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.45% | — | -6.26% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | +30.88% | |
| 45 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.42% | — | +8.99% | |
| 46 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.41% | — | — | |
| 47 | GE | General Electric | 株式-資本財 | 0.40% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | +81.23% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | +0.08% | +1.35% | |
| 50 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.37% | — | +49.72% |