CIK: 0001826394
申告総資産額
$2.0億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.20% | +0.06% | +0.61% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.36% | -0.07% | +1.04% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-その他 | 5.94% | — | -3.77% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.87% | -0.17% | +2.15% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 5.03% | +0.60% | +0.56% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.69% | +0.05% | +1.60% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 4.33% | -0.36% | -1.43% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.26% | -0.07% | -0.14% | |
| 9 | FAD | First Trust Multi Cap Growth | ETF-その他 | 3.77% | +0.02% | -0.64% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 3.72% | +0.05% | -1.45% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.85% | +0.19% | +7.85% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.52% | -0.21% | -5.78% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.45% | +0.66% | -2.71% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.42% | -0.04% | -1.38% | |
| 15 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.38% | -0.22% | -1.66% | |
| 16 | SKYY | First Trust Cloud Computing | ETF-その他 | 2.08% | -0.26% | -1.65% | |
| 17 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.92% | +0.11% | -11.45% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.50% | -0.13% | -3.90% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.46% | +0.14% | -2.15% | |
| 20 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.12% | -0.07% | -3.88% | |
| 21 | FXO | First Trust Financial Alphad | ETF-その他 | 1.11% | -0.08% | -0.85% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.05% | — | -1.59% | |
| 23 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.02% | — | +0.42% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | -0.07% | +0.19% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | — | |
| 26 | ROM | Proshares Ultra Technology | ETF-テック型 | 0.98% | — | -3.27% | |
| 27 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.98% | -0.02% | — | |
| 28 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.96% | — | -2.51% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.95% | — | +208.72% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.85% | -0.19% | +1.91% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.35% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | -4.58% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.05% | +0.28% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.09% | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.11% | — | |
| 36 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.50% | -0.04% | -0.22% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.48% | — | +1.96% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.06% | — | |
| 39 | DDM | Proshares Ultra Dow30 | ETF-その他 | 0.43% | -0.03% | -17.11% | |
| 40 | BX | Blackstone INC | 株式-金融 | 0.38% | -0.06% | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -0.07% | |
| 42 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.34% | -0.06% | -11.36% | |
| 43 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.32% | — | -0.15% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.31% | — | +10.67% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.31% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.29% | — | — | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.29% | — | -4.42% | |
| 49 | SPGI | S&p Global INC | 株式-金融 | 0.29% | -0.04% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.28% | — | -5.72% |