CIK: 0002034595
申告総資産額
$4.2億
上位200銘柄を表示中（全348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 | MSFT | Microsoft CORP | 株式-IT | 2.76% | -0.45% | +2.42% | |
| 2 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 2.75% | -1.11% | +1948.64% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.73% | -0.16% | +8.65% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.61% | -0.38% | -2.93% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.60% | -0.19% | +0.54% | |
| 6 | XBJL | Inn US Eq Acc 9 Buff July | ETF-その他 | 2.56% | -1.08% | EXIT | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.41% | -0.27% | +16.81% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.39% | -0.38% | +8.70% | |
| 9 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 2.14% | +0.41% | -6.71% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.97% | -0.27% | +45.03% | |
| 11 | TJUL | Innovator Equity Defined Pro | ETF-その他 | 1.83% | -0.75% | EXIT | |
| 12 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-投資適格社債 | 1.79% | +0.16% | +49.21% | |
| 13 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.74% | -0.40% | EXIT | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.69% | -0.10% | -6.77% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.45% | — | -2.19% | |
| 16 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-その他 | 1.43% | +0.13% | +188.11% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 1.21% | -0.08% | +6.27% | |
| 18 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-その他 | 1.20% | — | +42.82% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.19% | — | — | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | +0.26% | +0.19% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.18% | -0.08% | -10.32% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | — | -5.61% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.08% | -10.44% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | — | +4.56% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | — | -3.24% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -3.94% | |
| 27 | MS | Morgan Stanley | 株式-金融 | 1.04% | -0.06% | -7.62% | |
| 28 | EXR | Extra Space Storage INC | 株式-不動産 | 1.04% | — | +74.37% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.00% | — | -19.08% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.00% | — | +8.14% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | — | +12.16% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | -0.10% | +27.77% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.96% | -0.13% | +1110.82% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.96% | +0.12% | +37.61% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.96% | — | -13.18% | |
| 36 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-その他 | 0.95% | +0.21% | +15.59% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.95% | +0.15% | +6.08% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.95% | — | +0.20% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | -0.10% | +1.59% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.86% | -0.07% | +11.95% | |
| 41 | JSI | Jh Securitized Income ETF | ETF-その他 | 0.84% | — | +26.82% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.79% | — | -22.74% | |
| 43 | SIXJ | Allian US Equ 6 Mon Bu10-usd | ETF-その他 | 0.79% | — | — | |
| 44 | URI | United Rentals INC | 株式-資本財 | 0.78% | -0.11% | +12.06% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.77% | — | -16.45% | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 0.76% | -0.10% | EXIT | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +95.74% | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.74% | +0.16% | +18.08% | |
| 49 | PANW | Palo Alto Networks INC | 株式-IT | 0.73% | — | -23.13% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.70% | — | -12.09% |