CIK: 0001855567
申告総資産額
$8.0億
上位200銘柄を表示中（全243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 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 6.60% | — | +2.96% | |
| 2 | AMLP | Alerian Mlp ETF | ETF-その他 | 5.75% | +1.51% | +14.16% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.34% | -0.27% | -1.14% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.09% | +1.06% | -0.72% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.71% | +1.69% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.45% | +0.78% | -0.69% | |
| 7 | ARCC | Ares Capital CORP | 株式-金融 | 2.34% | — | -0.78% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.18% | -0.27% | +14.65% | |
| 9 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 1.88% | — | — | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.87% | +0.46% | -3.75% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.39% | — | +29.42% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.21% | +4.65% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | -0.37% | +0.31% | |
| 14 | TDW | Tidewater INC | 株式-エネルギー | 1.26% | — | +48.65% | |
| 15 | PLD | Prologis INC | 株式-不動産 | 1.26% | +0.11% | +4.53% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.10% | — | +7.61% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 1.07% | — | -12.47% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.04% | — | +1.10% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.02% | -0.44% | +25.91% | |
| 20 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.01% | — | — | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.98% | — | +20.37% | |
| 22 | ASML | ASML Holding N.V. | 株式-IT | 0.92% | +0.23% | +4.19% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.91% | -0.42% | -11.10% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | -2.31% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.81% | +0.06% | +1.07% | |
| 26 | EQIX | Equinix INC | 株式-不動産 | 0.81% | +0.22% | -0.64% | |
| 27 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 0.80% | — | +46.64% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.28% | +0.70% | |
| 29 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.76% | +0.15% | +0.61% | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.75% | -0.72% | EXIT | |
| 31 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.74% | — | +8.39% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.70% | — | +2.07% | |
| 33 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.70% | — | +1.66% | |
| 34 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.69% | — | +3.80% | |
| 35 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.68% | -0.19% | +0.79% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.20% | +21.41% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.67% | — | +25.74% | |
| 38 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.63% | — | +35.62% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.63% | — | +860.19% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +7.78% | |
| 41 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.59% | +0.06% | +2.78% | |
| 42 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.58% | +0.07% | +4.69% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.13% | -5.74% | |
| 44 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.58% | — | +5.70% | |
| 45 | WELL | Welltower INC | 株式-不動産 | 0.57% | +0.18% | -8.00% | |
| 46 | CCI | Crown Castle INC | 株式-不動産 | 0.57% | — | -12.28% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | -9.52% | |
| 48 | UL | Unilever PLC | 株式-生活必需品 | 0.52% | — | -1.86% | |
| 49 | SPG | Simon Property Group INC | 株式-不動産 | 0.51% | +0.04% | -7.94% | |
| 50 | PSA | Public Storage | 株式-不動産 | 0.51% | — | -7.93% |