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 | QGRO | American Century US Quality | ETF-その他 | 8.93% | -0.54% | +65.68% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-その他 | 5.98% | -0.39% | +6.16% | |
| 3 | AIRR | First Trust Rba American Ind | ETF-その他 | 5.21% | +0.36% | +7.84% | |
| 4 | DUSA | Davis Select US Equity ETF | ETF-その他 | 5.00% | -0.01% | +10.07% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.85% | -1.02% | -1.63% | |
| 6 | GE | General Electric | 株式-資本財 | 4.40% | -0.91% | -0.07% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.93% | -0.04% | +0.35% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.81% | -0.47% | -3.52% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.64% | +2.49% | -0.52% | |
| 10 | INCM | Franklin Income Focus ETF | ETF-その他 | 2.28% | +0.29% | +10.86% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.26% | — | +0.01% | |
| 12 | GEV | GE Vernova INC | 株式-資本財 | 2.20% | +0.32% | -0.40% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.04% | -0.46% | -3.78% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.99% | -0.40% | +0.08% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.69% | -0.43% | -1.41% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.54% | +1.87% | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.57% | — | +11.72% | |
| 18 | BX | Blackstone INC | 株式-金融 | 1.27% | -0.45% | +0.57% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | +0.31% | -8.21% | |
| 20 | MS | Morgan Stanley | 株式-金融 | 1.23% | -0.25% | -0.02% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | — | +7.98% | |
| 22 | DFNL | Davis Select Financial ETF | ETF-その他 | 1.04% | — | -0.88% | |
| 23 | CSL | Carlisle Cos INC | 株式-資本財 | 1.03% | — | -5.91% | |
| 24 | PGRO | Putnam Focused Lrg Cap Grow | ETF-その他 | 0.97% | +0.91% | +519.13% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.88% | — | +0.47% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.87% | +0.02% | +8.75% | |
| 27 | FDD | First Trust Stoxx Europe | ETF-その他 | 0.86% | — | +4.24% | |
| 28 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.86% | +0.04% | +24.04% | |
| 29 | BALI | Is US Lrg Cp Pre INC Act-usd | ETF-その他 | 0.85% | +0.18% | — | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.81% | — | -0.44% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +4.11% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.73% | +0.02% | -2.95% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.71% | — | +0.16% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | +0.91% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | — | +0.80% | |
| 36 | F | Ford Motor Co | 株式-一般消費財 | 0.62% | — | +0.83% | |
| 37 | HSY | Hershey Co/the | 株式-生活必需品 | 0.58% | — | — | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | — | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.57% | +0.05% | +0.54% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | +23.76% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | — | +0.02% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.53% | — | -1.67% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.52% | — | -0.71% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.52% | -0.16% | — | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.51% | — | -2.06% | |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.50% | — | -4.41% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.49% | — | +0.15% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | +1.03% | |
| 49 | PBF | Pbf Energy Inc-class A | 株式-エネルギー | 0.47% | -0.47% | EXIT | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | -1.01% |