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 | 9.94% | +0.06% | +4.13% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.90% | -0.17% | +5.46% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 6.42% | +0.60% | +1.08% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-その他 | 6.37% | — | +2.04% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.60% | +0.05% | -0.58% | |
| 6 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 4.13% | -0.36% | +1.01% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.76% | -0.07% | -0.33% | |
| 8 | FAD | First Trust Multi Cap Growth | ETF-その他 | 3.55% | +0.02% | -1.59% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.35% | +0.19% | +2.95% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.20% | +0.66% | +11.71% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.10% | -0.25% | +693.26% | |
| 12 | FTCS | First Trust Capital Strength | ETF-その他 | 2.97% | +0.05% | -2.57% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.32% | -0.04% | -1.60% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.11% | -0.22% | -1.10% | |
| 15 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.89% | +0.11% | -1.33% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.84% | -0.13% | +1.74% | |
| 17 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.76% | -0.26% | -1.51% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.66% | -0.21% | +97.46% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.38% | -0.07% | -75.38% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.36% | +0.14% | +3.49% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.12% | -0.07% | -0.48% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.04% | — | -0.07% | |
| 23 | FXO | First Trust Financial Alphad | ETF-その他 | 0.99% | -0.08% | -0.24% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.07% | +1.71% | |
| 25 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.91% | -0.02% | — | |
| 26 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.88% | — | -0.06% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.86% | -0.19% | -0.27% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.05% | +0.74% | |
| 29 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.80% | — | +1.67% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.35% | -0.02% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | — | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.66% | -0.11% | — | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.64% | — | -1.98% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.57% | — | +12.87% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +2.73% | |
| 36 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 0.53% | +0.06% | +20.03% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | +0.09% | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.50% | — | -1.62% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.06% | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.03% | +29.94% | |
| 41 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.47% | -0.04% | — | |
| 42 | GFEB | Ft Vest US Equity Moderate B | ETF-その他 | 0.46% | — | -10.90% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.44% | — | +4.86% | |
| 44 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.42% | — | +19.33% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | — | |
| 46 | DDM | Proshares Ultra Dow30 | ETF-その他 | 0.40% | -0.03% | +99.29% | |
| 47 | CEG | Constellation Energy | 株式-公益事業 | 0.36% | -0.07% | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.10% | — | |
| 49 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-その他 | 0.30% | -0.07% | — | |
| 50 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.29% | — | — |