CIK: 0001841816
申告総資産額
$2.8億
| # | 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.86% | — | -6.53% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.11% | — | -15.23% | |
| 3 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 3.68% | — | +12.66% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.42% | — | -11.54% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.28% | +0.01% | +7.97% | |
| 6 | DJD | Invesco Dow Jones Industrial | ETF-その他 | 3.16% | -0.25% | -1.07% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.08% | — | -24.56% | |
| 8 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 3.08% | +0.33% | +11.26% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.91% | — | -16.05% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-その他 | 2.77% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 2.68% | — | +21.24% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.56% | — | +9.51% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.55% | +0.17% | +10.57% | |
| 14 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 2.49% | — | +7.72% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.83% | +26.31% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 2.40% | -0.52% | -0.94% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.38% | — | +2.71% | |
| 18 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.24% | — | +3.17% | |
| 19 | FTGC | First Trust Global Tactical | ETF-その他 | 2.09% | — | +9.54% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.02% | -0.01% | +5.98% | |
| 21 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.95% | — | +10.84% | |
| 22 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.94% | +0.06% | -3.63% | |
| 23 | IQLT | Ishares Msci International Q | ETF-その他 | 1.88% | — | — | |
| 24 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.80% | — | +29.59% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.78% | — | — | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | — | +57.53% | |
| 27 | TMFC | Motley Fool 100 Index ETF | ETF-大型株・グロース | 1.41% | — | — | |
| 28 | WTAI | Wisdomtree Ai And Innovation | ETF-その他 | 1.37% | — | — | |
| 29 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.19% | — | +0.09% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.06% | — | -16.51% | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.88% | — | +309.40% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | — | +180.47% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | — | +140.27% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | — | +41.86% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | — | -10.88% | |
| 36 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.60% | — | -9.80% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.42% | -9.10% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.52% | — | +38.28% | |
| 39 | FMHI | First Trust Municipal High I | ETF-その他 | 0.50% | — | +17.91% | |
| 40 | AXON | Axon Enterprise INC | 株式-資本財 | 0.49% | — | +4.93% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -6.58% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | +0.41% | -3.77% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.47% | — | -88.51% | |
| 44 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.45% | — | +1.31% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +25.93% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +26.07% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.42% | — | -0.07% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | -0.33% | -33.80% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +47.40% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.40% | — | +35.53% |