CIK: 0001913043
申告総資産額
$12.8億
上位200銘柄を表示中（全400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 | 7.28% | -0.15% | -4.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.03% | — | -1.28% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.70% | +0.34% | +8.03% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 2.22% | -0.02% | +3.71% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | +0.09% | +5.36% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.97% | — | +1.16% | |
| 7 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 1.96% | — | +4499.79% | |
| 8 | FXU | First Trust Utilities Alphad | ETF-その他 | 1.95% | -1.84% | +3.19% | |
| 9 | MISL | First Trust Indxx Aero & Def | ETF-その他 | 1.93% | -0.56% | — | |
| 10 | FXO | First Trust Financial Alphad | ETF-その他 | 1.91% | -1.91% | EXIT | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.91% | -1.87% | +3.77% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.33% | +3.67% | |
| 13 | LRCX | Lam Research CORP | 株式-IT | 1.53% | +0.49% | -0.75% | |
| 14 | PAAA | Pgim Aaa Clo ETF | ETF-その他 | 1.36% | — | +14.29% | |
| 15 | SGI | Somnigroup International INC | 株式-一般消費財 | 1.35% | — | -2.07% | |
| 16 | KR | Kroger Co | 株式-生活必需品 | 1.33% | — | +0.05% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.17% | — | +13.96% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.10% | +0.18% | +2.87% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | +0.05% | +7.85% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | -0.26% | +14.42% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | — | +1.64% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.97% | — | +5.52% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.95% | — | +4.74% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.94% | -0.26% | +6.47% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | +4.58% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.81% | — | +929.20% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | +6.51% | |
| 28 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.77% | — | +6.33% | |
| 29 | KLAC | Kla CORP | 株式-IT | 0.71% | +0.28% | +0.30% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | +0.08% | +4.62% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | — | +4.55% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.14% | -3.08% | |
| 33 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.63% | — | +13.55% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.62% | +0.11% | +2.93% | |
| 35 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 0.61% | -0.58% | +7.93% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.60% | — | +8.28% | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.58% | — | +7.19% | |
| 38 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.57% | — | +6.78% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.55% | — | +22.30% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | — | +6.74% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | -2.91% | |
| 42 | URI | United Rentals INC | 株式-資本財 | 0.51% | — | +2.18% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +8.92% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | +9.63% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.48% | — | +6.41% | |
| 46 | AN | Autonation INC | 株式-一般消費財 | 0.48% | -0.48% | EXIT | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.47% | — | +6.32% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.46% | +0.17% | +0.61% | |
| 49 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.44% | — | +2.49% | |
| 50 | ABCB | Ameris Bancorp | 株式-金融 | 0.43% | — | +3.25% |