CIK: 0002045414
申告総資産額
$1.6億
上位200銘柄を表示中（全266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 | 9.74% | +0.79% | — | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 8.43% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.81% | +0.26% | — | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.82% | -0.69% | — | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 4.95% | — | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.33% | +0.19% | — | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.05% | +0.10% | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 3.44% | +0.06% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.38% | — | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.37% | — | — | |
| 11 | TGTX | Tg Therapeutics INC | 株式-ヘルスケア | 2.17% | -0.30% | — | |
| 12 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 2.16% | — | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.17% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.74% | -0.11% | — | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 1.73% | -0.06% | — | |
| 16 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.70% | +0.17% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | — | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | -0.07% | — | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | -0.14% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.06% | — | — | |
| 21 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.04% | +0.22% | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.04% | — | — | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.85% | +0.12% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.14% | — | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | -0.12% | — | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.80% | +0.11% | — | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.73% | -0.21% | — | |
| 29 | SRE | Sempra | 株式-公益事業 | 0.71% | — | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | -0.14% | — | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.63% | -0.16% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | +0.24% | — | |
| 34 | PLSE | Pulse Biosciences INC | 株式-その他 | 0.54% | -0.12% | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | — | |
| 36 | BR | Broadridge Financial Solutio | 株式-IT | 0.51% | -0.15% | — | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.50% | — | — | |
| 38 | RELX | Relx PLC - Spon Adr | 株式-資本財 | 0.50% | -0.07% | — | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.49% | -0.12% | — | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | +0.32% | — | |
| 42 | CPRT | Copart INC | 株式-資本財 | 0.47% | -0.15% | — | |
| 43 | ROP | Roper Technologies INC | 株式-IT | 0.43% | -0.28% | EXIT | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.40% | -0.11% | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | — | |
| 46 | CHE | Chemed CORP | 株式-ヘルスケア | 0.38% | -0.09% | — | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.37% | — | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.35% | — | — | |
| 49 | PWR | Quanta Services INC | 株式-資本財 | 0.35% | -0.12% | — | |
| 50 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.34% | -0.08% | — |