CIK: 0001965810
申告総資産額
$5.0億
上位200銘柄を表示中（全809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 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 7.72% | -1.16% | +27.85% | |
| 2 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 3.80% | +0.25% | +32.86% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.45% | +0.18% | -10.01% | |
| 4 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 2.99% | +0.15% | +29.06% | |
| 5 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 2.98% | +0.22% | +47.40% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.93% | -1.87% | +10.00% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.89% | +0.55% | -12.80% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.45% | -0.30% | +11.12% | |
| 9 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 2.18% | — | +37.56% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.32% | +2.75% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.92% | — | +215.89% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.90% | — | -4.71% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | -0.16% | +21.13% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.43% | -0.26% | -4.47% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.42% | — | -24.17% | |
| 16 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 1.33% | +0.13% | +39.00% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.30% | +0.20% | +175.00% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.24% | +0.24% | -12.09% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.19% | -0.21% | +1.09% | |
| 20 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 1.10% | +1.73% | -40.18% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.03% | -0.29% | -9.28% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.01% | -0.22% | +112.79% | |
| 23 | RNST | Renasant CORP | 株式-その他 | 1.00% | — | +12.67% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | — | -4.08% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | — | +5.03% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.15% | +3.32% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.42% | +102.78% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +11.45% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | +0.08% | +113.25% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.76% | — | -52.38% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | +0.12% | +1.91% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.71% | -0.09% | — | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.66% | +0.05% | -38.07% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.63% | — | -8.29% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | -0.34% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.62% | -0.10% | -11.70% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | — | -2.00% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | +0.19% | +5.70% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.54% | — | -26.55% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.53% | — | -4.43% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | — | -6.61% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.53% | +0.26% | -27.99% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.52% | -0.10% | -2.34% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.50% | -0.12% | +6.05% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | -0.21% | +1.95% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | — | -0.07% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | -12.26% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.45% | -0.12% | EXIT | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | — | -5.20% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.43% | — | +7.86% |