CIK: 0001965810
申告総資産額
$5.0億
上位200銘柄を表示中（全902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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.23% | +0.18% | +0.74% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.76% | -0.32% | -6.83% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.62% | +0.55% | +181.42% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.00% | — | +9.50% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.83% | +0.05% | +44.21% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.78% | -0.26% | +0.87% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.72% | +0.25% | — | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.62% | -0.21% | +0.02% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.62% | -1.87% | +107.98% | |
| 10 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 1.58% | -1.16% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.57% | — | +6.30% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.42% | — | +1.68% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.31% | -0.29% | -7.26% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.16% | +3.20% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.28% | — | +255.88% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.20% | -0.30% | -10.33% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.13% | — | +310.27% | |
| 18 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 1.10% | +0.15% | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.09% | +0.24% | +97.38% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | -0.15% | -1.89% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.04% | — | +0.66% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.01% | — | — | |
| 23 | RNST | Renasant CORP | 株式-その他 | 0.98% | — | -22.50% | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.93% | -0.10% | -1.90% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | +0.19% | -23.50% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.91% | -0.09% | — | |
| 27 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 0.89% | +0.22% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | — | +28.75% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.78% | — | -8.10% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.78% | — | -0.33% | |
| 31 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 0.77% | +1.73% | — | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | -8.16% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.71% | — | -9.21% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.70% | -0.10% | -0.08% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | -10.38% | |
| 36 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 0.68% | +0.13% | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +10.62% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.60% | -0.22% | -42.15% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.58% | — | -0.58% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.57% | — | +0.52% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.56% | — | -0.18% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.56% | — | +3.94% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.55% | -0.12% | -15.45% | |
| 44 | ETN | Eaton Corporation plc | 株式-資本財 | 0.54% | — | -5.39% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | -5.44% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.53% | — | -13.14% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.53% | — | +14.02% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.52% | -0.12% | EXIT | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | — | +7.89% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | -21.66% |