CIK: 0001979372
申告総資産額
$5.7億
上位200銘柄を表示中（全1124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 | VOXR | Vox Royalty CORP | 株式-その他 | 4.28% | +0.30% | +25.28% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.70% | — | +1536.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.61% | — | +1385.66% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 2.99% | — | +5834.87% | |
| 5 | BTU | Peabody Energy Corporation | 株式-エネルギー | 2.81% | — | — | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 2.79% | — | +6456.46% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.64% | — | +100.05% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.12% | — | +3156.66% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.03% | — | +2092.51% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.82% | +0.12% | +7.74% | |
| 11 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 1.73% | — | — | |
| 12 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 1.58% | — | +5280.99% | |
| 13 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.52% | — | — | |
| 14 | CMNIX | Calamos Mrkt Neu Inc-i | 株式-その他 | 1.43% | — | +4.56% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.36% | — | +2288.93% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.36% | — | +102.09% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.22% | — | +15.27% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.18% | — | +5180.86% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | — | +44.41% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.17% | +0.15% | +1943.71% | |
| 21 | MBB | Ishares Mbs ETF | ETF-その他 | 1.14% | — | +4349.94% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.12% | — | +5107.28% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.11% | — | +39.35% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.04% | -0.15% | -3.83% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.04% | +0.15% | +979.63% | |
| 26 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 1.02% | — | +5279.17% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | — | +15.53% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.92% | +0.09% | +1.28% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.89% | +0.11% | +32.37% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.87% | — | +2136.95% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.86% | — | +313.45% | |
| 32 | ✓ | Bluerock Total Income R | 株式-その他 | 0.85% | — | -1.11% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | +0.14% | +52.69% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +35.33% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.71% | — | +2358.75% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.69% | — | +19.11% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | +0.39% | +303.03% | |
| 38 | EGFIX | Edgewood Growth Fund-inst | 株式-その他 | 0.62% | — | -11.50% | |
| 39 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-その他 | 0.58% | — | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | — | +379.29% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | +148.12% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.53% | — | +1729.17% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.49% | — | +3081.86% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.49% | — | +868.44% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | — | -4.75% | |
| 46 | POLIX | Polen Growth Fund-inst | 株式-その他 | 0.47% | — | -9.19% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | +155.27% | |
| 48 | GTEYX | Gateway Fund-y | 株式-その他 | 0.44% | — | -5.31% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | — | +29.66% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +28.28% |