CIK: 0001965810
申告総資産額
$5.0億
上位200銘柄を表示中（全787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 | 9.34% | -1.16% | +19.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.42% | +0.18% | +13.60% | |
| 3 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 4.98% | +0.15% | +2.41% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.17% | +0.20% | -0.07% | |
| 5 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 3.85% | +0.22% | +1.97% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 3.68% | +0.25% | +6.56% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.09% | -0.30% | +2.73% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.96% | -1.87% | +1.58% | |
| 9 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 2.92% | — | +4.52% | |
| 10 | UPSD | Aptus Large Cap Upside ETF | ETF-大型株・グロース | 2.82% | -0.02% | +1.75% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.41% | +0.42% | +1.07% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.27% | +0.08% | -0.17% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.32% | -5.30% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.54% | — | +9.37% | |
| 15 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 1.48% | +1.73% | +2.74% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.35% | — | -1.38% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.16% | -0.97% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.27% | +0.55% | +35.82% | |
| 19 | DEFR | Aptus Deferred Income ETF | ETF-その他 | 1.21% | — | +10.46% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.13% | — | +21.29% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | — | -2.26% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.05% | — | +0.08% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.95% | — | +14.65% | |
| 24 | RNST | Renasant CORP | 株式-その他 | 0.88% | — | +9.73% | |
| 25 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 0.88% | +0.13% | +4.38% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | -0.59% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | -0.15% | -3.28% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | — | +1.23% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | -0.29% | -5.95% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | -0.26% | -11.78% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | +0.24% | +32.91% | |
| 32 | PWR | Quanta Services INC | 株式-資本財 | 0.55% | +0.12% | -0.73% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.54% | — | +31.37% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.53% | +0.05% | +742.41% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | +0.12% | -2.97% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | — | -1.04% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.48% | — | -1.93% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | -8.85% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | -0.21% | -2.80% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.44% | +0.26% | -0.03% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | — | +1.21% | |
| 42 | PGR | Progressive CORP | 株式-金融 | 0.43% | — | +0.70% | |
| 43 | BR | Broadridge Financial Solutio | 株式-IT | 0.42% | — | -1.31% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | -0.21% | -25.27% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.41% | — | +0.02% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.38% | +0.15% | -2.38% | |
| 47 | ROP | Roper Technologies INC | 株式-IT | 0.38% | — | +0.93% | |
| 48 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.35% | +0.19% | +1.56% | |
| 49 | CPRT | Copart INC | 株式-資本財 | 0.35% | — | -0.85% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | +13.70% |