CIK: 0001855567
申告総資産額
$8.0億
上位200銘柄を表示中（全278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 | AMLP | Alerian Mlp ETF | ETF-その他 | 6.23% | +1.51% | +22.27% | |
| 2 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 5.86% | — | +10.25% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.68% | -0.27% | +18.40% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.91% | -0.71% | +26.37% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.74% | -0.27% | +30.75% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.30% | +0.46% | +24.91% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.25% | -0.42% | +190.40% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.20% | +1.06% | -17.54% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.12% | -0.37% | +62.97% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.99% | +0.78% | +2.30% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.21% | +43.28% | |
| 12 | ARCC | Ares Capital CORP | 株式-金融 | 1.78% | — | -15.82% | |
| 13 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 1.63% | — | -0.95% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.27% | -0.44% | -6.56% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | -0.28% | +74.73% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.20% | — | -0.38% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.15% | — | +55.84% | |
| 18 | TDW | Tidewater INC | 株式-エネルギー | 1.11% | — | +33.01% | |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.99% | — | +2.04% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | -0.20% | +82.36% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +24.31% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | -0.13% | +44.28% | |
| 23 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 0.83% | — | -2.27% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.80% | — | -1.52% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | — | +37.26% | |
| 26 | PLD | Prologis INC | 株式-不動産 | 0.73% | +0.11% | -19.56% | |
| 27 | ASML | ASML Holding N.V. | 株式-IT | 0.71% | +0.23% | +7.45% | |
| 28 | AMT | American Tower CORP | 株式-不動産 | 0.70% | — | -4.78% | |
| 29 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 0.66% | — | -2.46% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.64% | — | -1.49% | |
| 31 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.63% | -0.19% | +0.17% | |
| 32 | EQIX | Equinix INC | 株式-不動産 | 0.61% | +0.22% | -18.24% | |
| 33 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.59% | — | -4.88% | |
| 34 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.58% | — | -9.51% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +30.36% | |
| 36 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.57% | — | -0.95% | |
| 37 | WELL | Welltower INC | 株式-不動産 | 0.56% | +0.18% | +14.74% | |
| 38 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.56% | — | +1.55% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.54% | -0.72% | EXIT | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +39.31% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.52% | — | +19.67% | |
| 42 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.52% | — | -26.11% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.52% | — | — | |
| 44 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.50% | — | -6.36% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +21.05% | |
| 46 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.48% | +0.06% | -13.13% | |
| 47 | SPG | Simon Property Group INC | 株式-不動産 | 0.48% | +0.04% | +5.88% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.48% | — | -0.75% | |
| 49 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.48% | +0.06% | -19.53% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.05% | +41.55% |