CIK: 0001913043
申告総資産額
$12.8億
上位200銘柄を表示中(全363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 | ATO | Atmos Energy CORP | 株式-公益事業 | 8.18% | -0.15% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 5.77% | — | +14.95% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 2.80% | -0.02% | +0.09% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.28% | -1.87% | +6.33% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.19% | +0.34% | +5.99% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.19% | +0.09% | +12.28% | |
| 7 | FXR | First Trust Indst/producers | ETF-その他 | 2.03% | — | +6.16% | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.88% | — | +8.64% | |
| 9 | FXD | First Trust Consumer Discret | ETF-その他 | 1.86% | — | +8.34% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.33% | +14.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | — | +5.62% | |
| 12 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 1.67% | — | +4.81% | |
| 13 | KR | Kroger Co | 株式-生活必需品 | 1.62% | — | -0.34% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.34% | +0.18% | +2.61% | |
| 15 | SGI | Somnigroup International INC | 株式-一般消費財 | 1.16% | — | +3.75% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.08% | — | +3.43% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | — | +3.03% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.03% | -0.26% | +8.67% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.98% | — | +5.30% | |
| 20 | LRCX | Lam Research CORP | 株式-IT | 0.92% | +0.49% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | +3.64% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.82% | — | +0.22% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | +5.30% | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.82% | — | +9.21% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | -0.26% | +16.59% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.76% | — | +2.30% | |
| 27 | FISV | Fiserv INC | 株式-その他 | 0.74% | — | +0.47% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | +4.15% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.14% | +10.71% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.65% | — | +2.56% | |
| 31 | BLDR | Builders Firstsource INC | 株式-資本財 | 0.64% | — | -0.46% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | — | +0.54% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | +9.25% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | — | +4.64% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | +0.05% | +3.03% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.55% | — | +12.69% | |
| 37 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.54% | — | +5.53% | |
| 38 | URI | United Rentals INC | 株式-資本財 | 0.53% | — | +0.71% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.52% | — | +9.18% | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.52% | — | +12.36% | |
| 41 | MUSA | Murphy USA INC | 株式-一般消費財 | 0.51% | — | +3.00% | |
| 42 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.51% | — | +9.11% | |
| 43 | FUMB | First Trust Ultra Short Dur | ETF-その他 | 0.51% | — | +6.85% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | +48.66% | |
| 45 | AMAT | Applied Materials INC | 株式-IT | 0.49% | +0.12% | +10.30% | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.49% | +0.28% | +5.64% | |
| 47 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.49% | — | +4.31% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.48% | +0.08% | +11.38% | |
| 49 | AN | Autonation INC | 株式-一般消費財 | 0.46% | -0.48% | EXIT | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +4.90% |