CIK: 0002055521
申告総資産額
$1.4億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.81% | -0.44% | +1.73% | |
| 2 | FTCS | First Trust Capital Strength | ETF-その他 | 6.48% | — | +0.69% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.58% | -0.37% | +0.74% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.99% | -0.38% | +0.94% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.63% | — | +1.74% | |
| 6 | UNP | Union Pacific CORP | 株式-資本財 | 3.12% | +0.30% | +0.91% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.58% | -0.59% | +1.78% | |
| 8 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.38% | -0.10% | +2.01% | |
| 9 | FTAI | FTAI Aviation Ltd. | 株式-資本財 | 2.29% | +0.76% | -1.33% | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.06% | — | +7.92% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.98% | -0.10% | — | |
| 12 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.89% | +0.23% | +3.27% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | -0.16% | -0.45% | |
| 14 | ALL | Allstate CORP | 株式-金融 | 1.75% | — | +0.83% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.48% | +0.43% | -0.38% | |
| 16 | FXH | First Trust Health Care Alph | ETF-その他 | 1.35% | — | +0.44% | |
| 17 | OKE | Oneok INC | 株式-エネルギー | 1.29% | +0.17% | +0.83% | |
| 18 | FIW | First Trust Water ETF | ETF-その他 | 1.12% | — | +3.20% | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.06% | +0.20% | +12.30% | |
| 20 | WCN | Waste Connections INC | 株式-資本財 | 1.06% | -0.06% | -3.17% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.06% | — | +0.96% | |
| 22 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.05% | -0.26% | -1.28% | |
| 23 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.03% | — | +0.01% | |
| 24 | WELL | Welltower INC | 株式-不動産 | 0.99% | +0.05% | +2.16% | |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.98% | — | +0.99% | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.97% | — | -1.56% | |
| 27 | SGI | Somnigroup International INC | 株式-一般消費財 | 0.84% | -0.19% | -2.31% | |
| 28 | NNN | Nnn Reit INC | 株式-不動産 | 0.81% | — | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +1.45% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.12% | +14.43% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | -0.07% | +4.23% | |
| 32 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.69% | — | — | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.68% | — | +22.12% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | +0.23% | +1.69% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | -0.17% | -0.49% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | +0.15% | +1.97% | |
| 37 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.63% | -0.07% | +6.11% | |
| 38 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.63% | — | — | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.15% | -1.47% | |
| 40 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.54% | — | — | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.53% | — | +0.11% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.52% | -0.13% | +9.08% | |
| 43 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.51% | +0.07% | +6.64% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.09% | +3.83% | |
| 45 | NREF | Nexpoint Real Estate Finance | 株式-その他 | 0.50% | — | — | |
| 46 | XETYX | Eaton Vance Tax-mgd Div Eqty | 株式-その他 | 0.50% | -0.06% | +9.31% | |
| 47 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.50% | — | — | |
| 48 | FTA | First Trust L C Val Alp | ETF-その他 | 0.49% | — | -0.39% | |
| 49 | ERC | Allspring Multi-sector INC | 株式-その他 | 0.48% | — | +5.16% | |
| 50 | JHI | John Hancock Investors Tr | 株式-その他 | 0.48% | — | -1.21% |