CIK: 0001913043
申告総資産額
$12.8億
上位200銘柄を表示中(全348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 | AAPL | Apple INC | 株式-IT | 4.48% | — | +16.76% | |
| 2 | ATO | Atmos Energy CORP | 株式-公益事業 | 3.64% | -0.15% | +0.09% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | +0.09% | +11.98% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.83% | — | -30.05% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.33% | +5.09% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.75% | — | -2.14% | |
| 7 | KR | Kroger Co | 株式-生活必需品 | 1.57% | — | -2.03% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.53% | -0.02% | +0.42% | |
| 9 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.41% | -1.87% | +39.76% | |
| 10 | FXR | First Trust Indst/producers | ETF-その他 | 1.36% | — | +99.47% | |
| 11 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 1.31% | — | +103.54% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.29% | — | -0.88% | |
| 13 | FTCS | First Trust Capital Strength | ETF-その他 | 1.25% | — | +3.11% | |
| 14 | FTXG | First Trust Nasdaq Food & Be | ETF-テック型 | 1.25% | — | +114.05% | |
| 15 | SGI | Somnigroup International INC | 株式-一般消費財 | 1.21% | — | +0.46% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.17% | — | +1.54% | |
| 17 | FXD | First Trust Consumer Discret | ETF-その他 | 1.12% | — | +138.66% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.11% | +0.34% | +7.12% | |
| 19 | LRCXEUR | Lam Research CORP | 株式-IT | 1.06% | — | +2.14% | |
| 20 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.04% | — | -0.81% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.04% | +0.18% | +2.94% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.01% | — | +102.68% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.96% | — | -0.07% | |
| 24 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.88% | — | +0.62% | |
| 25 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 0.88% | — | +0.55% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.84% | — | +1.66% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | — | -1.36% | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.84% | — | +8.73% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.84% | -0.26% | +88.01% | |
| 30 | BLDR | Builders Firstsource INC | 株式-資本財 | 0.83% | — | +0.35% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.81% | — | +8.28% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | +3.70% | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.80% | — | -0.36% | |
| 34 | EWQ | Ishares Msci France ETF | ETF-その他 | 0.78% | — | +1.05% | |
| 35 | EWP | Ishares Msci Spain ETF | ETF-その他 | 0.75% | — | +2.14% | |
| 36 | BDC | Belden INC | 株式-IT | 0.73% | -0.26% | EXIT | |
| 37 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.70% | — | +6.61% | |
| 38 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.70% | — | +1.68% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | +1.58% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | -0.46% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.14% | +1.54% | |
| 42 | EWI | Ishares Msci Italy ETF | ETF-その他 | 0.68% | +0.49% | +1.70% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | +0.05% | +8.28% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | -0.26% | +0.34% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | +2.22% | |
| 46 | HO1 | Hologic INC | 株式-その他 | 0.65% | — | +1.85% | |
| 47 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.64% | — | +5.79% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | -7.70% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | +1.82% | |
| 50 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 0.63% | — | — |