CIK: 0001841496
申告総資産額
$6.2億
上位200銘柄を表示中(全288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 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-その他 | 5.34% | -1.11% | +5.44% | |
| 2 | MFSB | Mfs Active Core Plus Bond | ETF-その他 | 4.47% | -0.60% | +14.38% | |
| 3 | JSI | Jh Securitized Income ETF | ETF-その他 | 4.16% | -0.91% | +5.12% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 3.29% | — | +5.15% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.22% | -0.04% | -1.55% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-その他 | 3.09% | — | +6.06% | |
| 7 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 3.03% | -0.63% | +4.14% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.86% | -0.65% | -1.07% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.61% | -0.70% | -15.85% | |
| 10 | PAVE | Global X US Infrastructure | ETF-その他 | 2.30% | -2.20% | +1.84% | |
| 11 | IQLT | Ishares Msci International Q | ETF-その他 | 2.25% | — | +2.27% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.98% | +0.26% | -2.20% | |
| 13 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.19% | -1.11% | +0.80% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.18% | -0.52% | +64.14% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | — | -10.84% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.06% | -0.27% | -23.31% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.03% | -0.05% | +3.83% | |
| 18 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.99% | -0.48% | +55.70% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.98% | -0.36% | -8.65% | |
| 20 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.96% | — | +12.60% | |
| 21 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 0.95% | — | +12.16% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | -0.06% | -6.73% | |
| 23 | LRCX | Lam Research CORP | 株式-IT | 0.86% | +0.01% | -22.64% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.21% | -1.92% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | -4.99% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.63% | — | -4.88% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | -1.18% | |
| 28 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.60% | — | +12.93% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +2.36% | |
| 30 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.58% | +0.03% | -58.15% | |
| 31 | ED | Consolidated Edison INC | 株式-公益事業 | 0.56% | — | +2.06% | |
| 32 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.56% | — | -5.92% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.19% | -10.54% | |
| 34 | KR | Kroger Co | 株式-生活必需品 | 0.55% | -0.01% | -3.87% | |
| 35 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.55% | -0.01% | -4.70% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -19.53% | |
| 37 | SCCO | Southern Copper CORP | 株式-素材 | 0.54% | -0.01% | -17.61% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.53% | — | -6.16% | |
| 39 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.52% | — | -8.37% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | +0.78% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.50% | — | +36.32% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.17% | -3.14% | |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.48% | — | +16.42% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -0.17% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.46% | — | +810.92% | |
| 46 | LITE | Lumentum Holdings INC | 株式-IT | 0.46% | +0.20% | — | |
| 47 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.45% | — | +2.96% | |
| 48 | RMD | Resmed INC | 株式-ヘルスケア | 0.43% | — | -5.58% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.43% | — | -8.69% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -12.40% |