CIK: 0001910366
申告総資産額
$4.4億
| # | 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 | RDVY | First Trust Rising Dividend | ETF-その他 | 6.09% | -0.39% | +4.44% | |
| 2 | QGRO | American Century US Quality | ETF-その他 | 5.97% | -0.54% | +13.79% | |
| 3 | AIRR | First Trust Rba American Ind | ETF-その他 | 5.35% | +0.36% | +6.84% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.23% | -1.02% | +1.33% | |
| 5 | DUSA | Davis Select US Equity ETF | ETF-その他 | 4.74% | -0.01% | +6.54% | |
| 6 | GE | General Electric | 株式-資本財 | 4.72% | -0.91% | -1.11% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.17% | -0.04% | -0.52% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.17% | -0.47% | +0.83% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.78% | +2.49% | +1.98% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.35% | -0.46% | -1.55% | |
| 11 | INCM | Franklin Income Focus ETF | ETF-その他 | 2.26% | +0.29% | +9.23% | |
| 12 | GEV | GE Vernova INC | 株式-資本財 | 2.26% | +0.32% | -0.78% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 2.23% | -0.40% | +0.20% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.00% | — | -3.33% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.97% | -0.54% | -2.33% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.85% | -0.43% | +0.30% | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.54% | — | -1.53% | |
| 18 | BX | Blackstone INC | 株式-金融 | 1.51% | -0.45% | -2.28% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | +0.31% | +0.65% | |
| 20 | CSL | Carlisle Cos INC | 株式-資本財 | 1.24% | — | +0.28% | |
| 21 | MS | Morgan Stanley | 株式-金融 | 1.21% | -0.25% | +0.36% | |
| 22 | DFNL | Davis Select Financial ETF | ETF-その他 | 1.07% | — | -0.69% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.07% | — | -4.05% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.97% | — | -0.04% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | — | +0.41% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.87% | — | +0.87% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.87% | +0.02% | +1.15% | |
| 28 | FDD | First Trust Stoxx Europe | ETF-その他 | 0.84% | — | +9.67% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | -0.16% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.77% | +0.04% | +48.20% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 0.77% | — | +0.33% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | +0.02% | -25.53% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | +0.14% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | -4.96% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.71% | +0.05% | +0.07% | |
| 36 | HSY | Hershey Co/the | 株式-生活必需品 | 0.69% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.68% | — | +1.99% | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.65% | — | -29.86% | |
| 39 | PBF | Pbf Energy Inc-class A | 株式-エネルギー | 0.60% | -0.47% | EXIT | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.59% | — | -0.75% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | — | +6.12% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | -1.22% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | +0.04% | |
| 44 | DOW | Dow INC | 株式-素材 | 0.55% | +0.42% | +125.32% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.55% | -0.16% | -6.31% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | — | +0.75% | |
| 47 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.53% | — | -0.12% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | -1.48% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | +1.18% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | +0.14% | +0.44% |