CIK: 0002109222
申告総資産額
$4077.2万
| # | 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 | GTO | Invesco Total Return Bond Et | ETF-その他 | 6.32% | -6.32% | EXIT | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.97% | -5.97% | EXIT | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.88% | +0.76% | — | |
| 4 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 3.84% | — | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.78% | -3.78% | EXIT | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.54% | +3.44% | — | |
| 7 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-その他 | 3.17% | -3.17% | EXIT | |
| 8 | AAPL | Apple INC | 株式-IT | 2.72% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.32% | +1.61% | — | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.27% | -2.27% | EXIT | |
| 11 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 2.14% | +4.44% | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.13% | -2.13% | EXIT | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | +1.66% | — | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.78% | -1.78% | EXIT | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.76% | -1.76% | EXIT | |
| 16 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 1.57% | -1.57% | EXIT | |
| 17 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.55% | -1.55% | EXIT | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.53% | — | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.43% | -1.43% | EXIT | |
| 20 | UPSD | Aptus Large Cap Upside ETF | ETF-大型株・グロース | 1.37% | -1.37% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | — | — | |
| 22 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 1.27% | -1.27% | EXIT | |
| 23 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 1.23% | -1.23% | EXIT | |
| 24 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.17% | -1.17% | EXIT | |
| 25 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 1.16% | -1.16% | EXIT | |
| 26 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.14% | +0.13% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.09% | +0.15% | — | |
| 28 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 1.05% | -1.06% | EXIT | |
| 29 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 1.01% | +2.07% | — | |
| 30 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 1.00% | -1.00% | EXIT | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.94% | — | — | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | — | — | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | — | — | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.85% | -0.85% | EXIT | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.83% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | — | |
| 37 | PWR | Quanta Services INC | 株式-資本財 | 0.79% | — | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.76% | EXIT | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | — | — | |
| 40 | CPRT | Copart INC | 株式-資本財 | 0.74% | +0.17% | — | |
| 41 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.73% | -0.73% | EXIT | |
| 42 | NOW | Servicenow INC | 株式-IT | 0.71% | — | — | |
| 43 | PGR | Progressive CORP | 株式-金融 | 0.68% | — | — | |
| 44 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.67% | — | — | |
| 45 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 0.64% | -0.64% | EXIT | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.64% | -0.64% | EXIT | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.64% | — | — | |
| 48 | CHE | Chemed CORP | 株式-ヘルスケア | 0.64% | — | — | |
| 49 | BR | Broadridge Financial Solutio | 株式-IT | 0.64% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | — |