CIK: 0002067342
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 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 4.88% | -0.04% | — | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.71% | +0.02% | — | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.63% | +0.14% | — | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.14% | — | — | |
| 5 | FTQI | First Trust Nasdaq Buywrite | ETF-テック型 | 2.82% | -0.14% | — | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-投資適格社債 | 2.72% | -0.17% | — | |
| 7 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-その他 | 2.47% | +0.40% | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.37% | +0.64% | — | |
| 9 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 1.99% | +0.01% | — | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.97% | +0.27% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | +0.23% | — | |
| 12 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.68% | +0.18% | — | |
| 13 | FTCS | First Trust Capital Strength | ETF-その他 | 1.62% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 1.61% | -0.02% | — | |
| 15 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 1.41% | -0.02% | — | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.40% | +0.04% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.27% | — | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.34% | — | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.34% | +0.01% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | +0.09% | — | |
| 21 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.17% | +0.35% | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | — | — | |
| 24 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.01% | — | — | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.95% | +0.08% | — | |
| 26 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.95% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.90% | — | — | |
| 28 | ANET | Arista Networks INC | 株式-IT | 0.88% | — | — | |
| 29 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.83% | — | — | |
| 30 | AXP | American Express Co | 株式-金融 | 0.80% | — | — | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | — | — | |
| 32 | CGBL | Cap Group Core Balanced | ETF-その他 | 0.79% | — | — | |
| 33 | GS | Goldman Sachs Group INC | 株式-金融 | 0.79% | — | — | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | +0.31% | — | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | — | — | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | — | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.76% | +0.64% | — | |
| 38 | FYX | First Trust Small Cap Core A | ETF-中小型株 | 0.75% | — | — | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.75% | — | — | |
| 40 | GE | General Electric | 株式-資本財 | 0.75% | — | — | |
| 41 | GEV | GE Vernova INC | 株式-資本財 | 0.73% | +0.32% | — | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.73% | +0.12% | — | |
| 43 | CGCB | Cap Group Core Bond | ETF-その他 | 0.73% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.72% | +0.06% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.71% | -0.20% | — | |
| 46 | KLAC | Kla CORP | 株式-IT | 0.70% | +0.24% | — | |
| 47 | PWR | Quanta Services INC | 株式-資本財 | 0.70% | +0.42% | — | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.68% | +0.16% | — | |
| 49 | CDNS | Cadence Design Sys INC | 株式-IT | 0.68% | — | — | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.67% | — | — |