CIK: 0001965810
申告総資産額
$5.0億
上位200銘柄を表示中（全825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 | 7.99% | -1.16% | +11.17% | |
| 2 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 5.08% | +0.15% | +68.95% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.32% | +0.20% | +223.67% | |
| 4 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 4.11% | +0.22% | +51.13% | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 3.91% | +0.25% | +6.87% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.15% | -1.87% | +12.32% | |
| 7 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 2.99% | — | +49.12% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.65% | +0.42% | +249.76% | |
| 9 | UPSD | Aptus Large Cap Upside ETF | ETF-大型株・グロース | 2.34% | -0.02% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.32% | +0.08% | +193.18% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.01% | -0.30% | +5.03% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.32% | +1.51% | |
| 13 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 1.62% | +1.73% | +59.39% | |
| 14 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 1.50% | +0.13% | +16.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.48% | +0.18% | -53.70% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | -0.16% | +5.04% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.38% | — | -15.55% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.13% | -0.26% | -10.23% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | -0.15% | +18.28% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.04% | -0.21% | -9.45% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | +24.78% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | +0.55% | -67.69% | |
| 23 | RNST | Renasant CORP | 株式-その他 | 0.93% | — | +0.86% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.85% | -0.29% | -5.45% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | -0.29% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.83% | — | +31.97% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | +0.12% | +16.55% | |
| 28 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.71% | — | -0.37% | |
| 29 | MBB | Ishares Mbs ETF | ETF-その他 | 0.66% | — | +5.05% | |
| 30 | PGR | Progressive CORP | 株式-金融 | 0.66% | — | +47.72% | |
| 31 | AMT | American Tower CORP | 株式-不動産 | 0.62% | +0.15% | +70.25% | |
| 32 | CHE | Chemed CORP | 株式-ヘルスケア | 0.60% | — | +71.24% | |
| 33 | CPRT | Copart INC | 株式-資本財 | 0.59% | — | +48.64% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | — | -23.36% | |
| 35 | BR | Broadridge Financial Solutio | 株式-IT | 0.58% | — | +51.41% | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.58% | — | +67.75% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | -54.63% | |
| 38 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.54% | -0.09% | -26.87% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | +0.19% | -17.07% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.52% | — | -69.13% | |
| 41 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.49% | +0.19% | +72.39% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | -1.13% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.47% | -0.10% | -2.17% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | -19.79% | |
| 45 | PWR | Quanta Services INC | 株式-資本財 | 0.46% | +0.12% | +49.37% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.45% | -0.10% | -5.74% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.45% | — | -14.80% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | -0.21% | -13.74% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.45% | — | -5.75% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | — | +0.49% |