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 | 9.85% | -1.16% | +6.30% | |
| 2 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 5.26% | +0.15% | +3.63% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.01% | +0.18% | -8.41% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.43% | +0.20% | +3.41% | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 3.90% | +0.25% | +8.70% | |
| 6 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 3.75% | +0.22% | +2.09% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.13% | -1.87% | +6.10% | |
| 8 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 3.04% | — | +5.17% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 3.03% | -0.30% | -0.45% | |
| 10 | UPSD | Aptus Large Cap Upside ETF | ETF-大型株・グロース | 2.95% | -0.02% | +5.62% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.64% | +0.42% | +8.30% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.24% | +0.08% | +0.81% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.32% | -2.88% | |
| 14 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 1.59% | +1.73% | +5.84% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.43% | +0.55% | +11.83% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.39% | — | -9.38% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | -0.16% | -0.54% | |
| 18 | DEFR | Aptus Deferred Income ETF | ETF-その他 | 1.36% | — | +12.34% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.30% | — | -8.09% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | — | -4.57% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.96% | — | -13.15% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | — | -6.91% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.92% | — | -4.47% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.91% | +0.05% | +73.67% | |
| 25 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 0.87% | +0.13% | +0.63% | |
| 26 | RNST | Renasant CORP | 株式-その他 | 0.83% | — | -0.08% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | -0.15% | -1.60% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | -0.29% | +4.78% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | +53.68% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | — | -6.49% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.66% | +0.24% | +17.35% | |
| 32 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.61% | — | -42.30% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | -0.26% | -6.13% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | +0.12% | +0.71% | |
| 35 | PWR | Quanta Services INC | 株式-資本財 | 0.53% | +0.12% | -4.04% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | +0.12% | |
| 37 | APH | Amphenol Corp-cl A | 株式-IT | 0.45% | — | +504.09% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | — | +0.42% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.44% | +0.26% | -2.55% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | -0.22% | +40.05% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.43% | — | -19.96% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | -0.21% | -12.37% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | -0.21% | -3.00% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.41% | — | +0.02% | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.39% | — | +386.09% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | -0.10% | -0.15% | |
| 47 | BR | Broadridge Financial Solutio | 株式-IT | 0.38% | — | -3.81% | |
| 48 | PGR | Progressive CORP | 株式-金融 | 0.37% | — | -4.14% | |
| 49 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.34% | +0.19% | -5.47% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.34% | -0.09% | — |