CIK: 0001964722
申告総資産額
$6.4億
| # | 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 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 8.46% | -0.56% | -8.74% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 7.09% | — | +10.72% | |
| 3 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 6.71% | — | +6.31% | |
| 4 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 3.14% | — | -10.96% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.97% | +2.07% | -2.02% | |
| 6 | GMAY | Ft Vest U.s. Equity Moderate | ETF-その他 | 2.50% | — | +8.45% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.47% | — | +30.24% | |
| 8 | GAUG | Ft Vest US Equity Moderate B | ETF-その他 | 2.42% | — | +161.53% | |
| 9 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 2.39% | — | +5.23% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.26% | — | +17.87% | |
| 11 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 2.10% | — | -14.38% | |
| 12 | GJAN | Ft Vest US Equity Moderate B | ETF-その他 | 1.60% | — | +11.40% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.60% | +0.02% | +45.25% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.45% | — | +782.48% | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.41% | — | — | |
| 16 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.36% | — | +58.76% | |
| 17 | AXP | American Express Co | 株式-金融 | 1.31% | — | +25.60% | |
| 18 | MSTB | Lha Market State Tactical | ETF-その他 | 1.12% | — | -0.06% | |
| 19 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 1.11% | — | — | |
| 20 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.10% | — | — | |
| 21 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 1.10% | — | — | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.10% | — | +4.89% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.08% | — | +11.35% | |
| 24 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.99% | — | +2.21% | |
| 25 | GFEB | Ft Vest US Equity Moderate B | ETF-その他 | 0.98% | — | +4.71% | |
| 26 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.97% | +0.73% | -23.99% | |
| 27 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.97% | — | +10.62% | |
| 28 | GNOV | Ft Vest US Equity Moderate B | ETF-その他 | 0.96% | — | +4.75% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | -57.17% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.77% | — | +9.22% | |
| 31 | UDEC | Innovator U.s. Equity Ultra | ETF-その他 | 0.75% | — | -1.08% | |
| 32 | ANETEUR | Arista Networks INC | 株式-その他 | 0.72% | — | +78.64% | |
| 33 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.72% | — | +17.99% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | +8.90% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.64% | — | +9.18% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | -15.73% | |
| 37 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 0.59% | — | -12.17% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | -0.61% | +5.16% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.58% | — | +9.85% | |
| 40 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.57% | — | -1.10% | |
| 41 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.56% | — | +6.41% | |
| 42 | LRCXEUR | Lam Research CORP | 株式-IT | 0.52% | — | +41.99% | |
| 43 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.48% | — | +6.49% | |
| 44 | INDA | Ishares Msci India ETF | ETF-その他 | 0.48% | — | +6.92% | |
| 45 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 0.48% | — | +4.81% | |
| 46 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 0.47% | — | +7.30% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.45% | — | — | |
| 48 | RCS | Pimco Strategic Income Fund | 株式-その他 | 0.45% | — | +10.88% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | — | -42.06% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.42% | — | +50.29% |