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 | 9.54% | +0.06% | +5.62% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.36% | -0.07% | +1.80% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-その他 | 6.29% | — | +3.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.74% | -0.17% | +2.93% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.85% | +0.05% | +0.87% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.62% | +0.60% | +1.57% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 4.46% | -0.36% | +0.17% | |
| 8 | FTCS | First Trust Capital Strength | ETF-その他 | 3.93% | +0.05% | -0.07% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.90% | -0.07% | -0.43% | |
| 10 | FAD | First Trust Multi Cap Growth | ETF-その他 | 3.67% | +0.02% | +0.49% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.98% | +0.19% | +5.91% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.80% | +0.66% | +9.43% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.43% | -0.04% | -0.75% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.26% | -0.22% | +0.18% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.22% | -0.21% | -4.94% | |
| 16 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-その他 | 2.04% | +0.11% | +6.48% | |
| 17 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.85% | -0.26% | -0.03% | |
| 18 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.49% | +0.14% | -2.10% | |
| 19 | FXO | First Trust Financial Alphad | ETF-その他 | 1.12% | -0.08% | -0.61% | |
| 20 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.09% | — | +2.87% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.07% | -0.07% | -0.47% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.06% | — | +13.22% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | — | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.01% | — | -6.51% | |
| 25 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.97% | — | -0.07% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | -0.07% | +0.22% | |
| 27 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.90% | -0.02% | — | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | +0.35% | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.75% | -0.19% | +1.42% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.13% | -41.81% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.11% | — | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.03% | +140.23% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | — | |
| 34 | GFEB | Ft Vest US Equity Moderate B | ETF-その他 | 0.60% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | +0.09% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | -0.05% | +0.93% | |
| 37 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.50% | -0.04% | — | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.06% | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.45% | — | +2.13% | |
| 40 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 0.43% | +0.06% | +151.08% | |
| 41 | DDM | Proshares Ultra Dow30 | ETF-その他 | 0.42% | -0.03% | -0.84% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | — | |
| 43 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.35% | — | +30.58% | |
| 44 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.35% | — | +50.25% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +0.87% | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.33% | — | +38.64% | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.32% | -0.06% | +0.53% | |
| 48 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.32% | — | — | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.32% | — | — | |
| 50 | SPGI | S&p Global INC | 株式-金融 | 0.32% | -0.04% | +2.54% |