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 | 5.13% | +0.09% | -1.08% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.40% | — | +0.94% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.44% | -0.21% | +0.77% | |
| 4 | PFFV | Global X Variable Rate Pref | ETF-その他 | 3.04% | — | +14.95% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.81% | +0.06% | +0.92% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.37% | — | +1.97% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.24% | +0.35% | +3.99% | |
| 8 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.06% | — | -4.03% | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 1.83% | +0.01% | -1.41% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.82% | — | +26.20% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.70% | -0.57% | -0.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.64% | +0.20% | +3.32% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | +0.03% | +0.09% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 1.50% | +0.02% | +0.03% | |
| 15 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 1.50% | — | -0.06% | |
| 16 | JPHY | Jpmorgan Active H Yield ETF | ETF-その他 | 1.50% | — | — | |
| 17 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.43% | — | -6.68% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.42% | — | -1.64% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.36% | -0.07% | +2.89% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | +0.01% | +6.50% | |
| 21 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 1.20% | — | +2.03% | |
| 22 | BEPC | Brookfield Renewable CORP | 株式-公益事業 | 1.13% | — | -9.31% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.12% | — | +6.58% | |
| 24 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.10% | -0.27% | +5.58% | |
| 25 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 1.10% | — | +1.20% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | +0.15% | -2.71% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.05% | -0.26% | -0.52% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | +9.48% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | +0.02% | +1.38% | |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.86% | -0.33% | +0.45% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | +14.81% | |
| 32 | XAGDX | Abrdn Glbl Dynm Divid | 株式-その他 | 0.84% | — | -0.18% | |
| 33 | GSBD | Goldman Sachs Bdc INC | 株式-その他 | 0.83% | — | +3.75% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +16.78% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.82% | — | -4.21% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.80% | — | +0.68% | |
| 37 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 0.77% | — | +0.18% | |
| 38 | MSTR | Strategy INC | 株式-IT | 0.72% | — | +8.02% | |
| 39 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.71% | — | +2.76% | |
| 40 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 0.70% | — | -0.17% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.70% | -0.16% | +5.25% | |
| 42 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.67% | — | -0.42% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.66% | — | — | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.65% | — | +0.02% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | +0.23% | +3.91% | |
| 46 | IGR | Cbre Global Real Estate INC | 株式-その他 | 0.64% | — | -0.21% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | +6.63% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.61% | +0.06% | -7.53% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +12.80% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.58% | — | +1.67% |