CIK: 0001965328
申告総資産額
$2.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.04% | -0.33% | +2.05% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 6.62% | — | +4.86% | |
| 3 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 6.34% | — | -12.58% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.44% | — | +6.76% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 5.08% | -0.31% | +994.81% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.68% | -0.54% | -6.10% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.19% | -1.08% | -12.13% | |
| 8 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 3.96% | — | +9.58% | |
| 9 | NTRL | First Trust Equity Market Ne | ETF-その他 | 3.11% | -1.34% | -2.38% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.04% | — | +46.96% | |
| 11 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-その他 | 3.00% | -0.30% | +11.34% | |
| 12 | DIVI | Franklin International Core | ETF-その他 | 2.88% | — | +15.12% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 2.28% | +0.31% | +7.05% | |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 2.12% | -0.35% | +5.25% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.06% | — | -15.32% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.80% | — | -1.92% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.76% | — | +28.79% | |
| 18 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.60% | -1.11% | -1.14% | |
| 19 | CEG | Constellation Energy | 株式-公益事業 | 1.49% | -0.82% | -18.30% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.46% | — | +58.85% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.45% | -0.33% | +15.61% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.45% | +0.19% | +505.87% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.28% | +0.29% | — | |
| 24 | MISL | First Trust Indxx Aero & Def | ETF-その他 | 1.22% | — | +782.35% | |
| 25 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.13% | -0.26% | -45.39% | |
| 26 | GE | General Electric | 株式-資本財 | 1.09% | — | — | |
| 27 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 1.08% | — | — | |
| 28 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.05% | — | +38.27% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.94% | +0.32% | NEW | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.94% | — | +27.55% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.94% | — | +309.89% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.93% | — | +6.89% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | — | -30.63% | |
| 34 | INDY | Ishares India 50 ETF | ETF-その他 | 0.71% | — | +256.67% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.67% | — | +0.04% | |
| 36 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.67% | — | -82.23% | |
| 37 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.61% | — | -67.74% | |
| 38 | RCS | Pimco Strategic Income Fund | 株式-その他 | 0.55% | — | +1.20% | |
| 39 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.53% | -0.18% | -5.30% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | -0.70% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | +12.85% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.45% | -0.56% | -72.94% | |
| 43 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.45% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -1.16% | |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.44% | — | -79.88% | |
| 46 | FDG | American Century Focused Dyn | ETF-その他 | 0.43% | — | — | |
| 47 | JUNM | Ft Vest US Eq Max Buf June | ETF-その他 | 0.42% | — | — | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.42% | -1.43% | +6.54% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | -0.68% | |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 0.37% | — | — |