CIK: 0001384416
申告総資産額
$1.8億
| # | 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 | 6.91% | +0.09% | -0.74% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.03% | — | -0.49% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.06% | -0.21% | +2.60% | |
| 4 | PFFV | Global X Variable Rate Pref | ETF-その他 | 3.06% | — | +8.46% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.71% | +0.35% | -1.86% | |
| 6 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.70% | — | -1.68% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.63% | +0.06% | +853.11% | |
| 8 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.99% | — | -3.10% | |
| 9 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 1.90% | — | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.89% | — | +5.30% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | +0.03% | -0.02% | |
| 12 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 1.55% | — | -0.12% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.46% | -0.57% | -0.92% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.44% | -0.07% | +0.42% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.43% | +0.15% | -0.11% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.37% | — | +2.03% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.36% | +0.20% | +0.13% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.34% | +0.01% | +1.35% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | -0.26% | -6.27% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 1.23% | +0.02% | — | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.22% | — | -1.34% | |
| 22 | BEPC | Brookfield Renewable Corporation | 株式-公益事業 | 1.16% | — | -9.52% | |
| 23 | IGR | Cbre Global Real Estate INC | 株式-その他 | 1.12% | — | -3.66% | |
| 24 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 1.10% | — | -0.14% | |
| 25 | GSBD | Goldman Sachs Bdc INC | 株式-その他 | 1.08% | — | — | |
| 26 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 1.06% | — | -6.66% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.02% | -0.33% | -0.09% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.00% | — | +4.07% | |
| 29 | BX | Blackstone INC | 株式-金融 | 0.99% | — | -0.24% | |
| 30 | XAGDX | Abrdn Glbl Dynm Divid | 株式-その他 | 0.97% | — | -0.36% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.95% | — | -11.95% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | +3.05% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | +0.01% | -4.69% | |
| 34 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.87% | -0.27% | -0.72% | |
| 35 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 0.85% | — | -0.50% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.79% | -0.16% | -14.60% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | +0.02% | +3.78% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.76% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | — | +8.64% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.74% | — | — | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.72% | — | +1.45% | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 0.70% | — | -1.38% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | — | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.69% | — | +0.01% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | +1.28% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | +2.37% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | — | — | |
| 48 | MU | Micron Technology INC | 株式-IT | 0.63% | +0.72% | -0.26% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | +0.23% | — | |
| 50 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.60% | — | -5.69% |