CIK: 0001548059
申告総資産額
$2.7億
上位200銘柄を表示中（全222銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 7.80% | -0.75% | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.06% | -0.78% | — | |
| 3 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 2.97% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.64% | -0.36% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.61% | -0.30% | — | |
| 6 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.24% | — | — | |
| 7 | NEM | Newmont CORP | 株式-素材 | 2.15% | — | — | |
| 8 | FNV | Franco-nevada CORP | 株式-素材 | 1.90% | +0.62% | — | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.89% | — | — | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | +0.13% | — | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 1.46% | +1.05% | NEW | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.40% | — | — | |
| 13 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.36% | -0.21% | — | |
| 14 | DGCB | Dimensional Global Credit | ETF-その他 | 1.35% | — | — | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | -0.22% | — | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.26% | — | — | |
| 17 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.14% | — | — | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.14% | +0.26% | NEW | |
| 19 | VNOMUSD | Viper Energy Inc-cl A | 株式-その他 | 0.94% | — | — | |
| 20 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.92% | — | — | |
| 21 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.87% | +0.10% | — | |
| 22 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.82% | +5.50% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | — | |
| 24 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.81% | +0.06% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | — | |
| 26 | NUE | Nucor CORP | 株式-素材 | 0.80% | — | — | |
| 27 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.76% | -0.54% | — | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | — | — | |
| 29 | CCJ | Cameco CORP | 株式-エネルギー | 0.74% | -0.28% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | — | |
| 31 | PSEC | Prospect Capital CORP | 株式-その他 | 0.71% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | — | |
| 33 | FDD | First Trust Stoxx Europe | ETF-その他 | 0.70% | — | — | |
| 34 | CSL | Carlisle Cos INC | 株式-資本財 | 0.68% | — | — | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.66% | — | — | |
| 36 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.66% | +0.40% | — | |
| 37 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.66% | — | — | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | — | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.64% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.16% | — | |
| 41 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.61% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | — | |
| 43 | FTA | First Trust L C Val Alp | ETF-その他 | 0.58% | — | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | — | — | |
| 45 | CPER | United States Copper Index | ETF-大型株・グロース | 0.57% | -0.66% | EXIT | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | — | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.56% | — | — | |
| 48 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.55% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | — | |
| 50 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.55% | — | — |