CIK: 0001817714
申告総資産額
$4.4億
上位200銘柄を表示中（全217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 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 7.13% | +0.48% | +10.56% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.63% | +0.13% | +0.96% | |
| 3 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 6.37% | — | +6.32% | |
| 4 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 5.15% | -0.04% | +5.65% | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 3.46% | -0.16% | +14.99% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.37% | +0.36% | +0.53% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.79% | +0.04% | +2.08% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 2.75% | +0.06% | +0.46% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.24% | -0.61% | +10.55% | |
| 10 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.88% | — | +14.45% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.81% | — | +1.71% | |
| 12 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.74% | — | +18.68% | |
| 13 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 1.65% | -0.10% | -2.83% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.54% | +0.45% | -4.52% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.53% | — | -7.06% | |
| 16 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 1.50% | +0.08% | +0.01% | |
| 17 | SO | Southern Co/the | 株式-公益事業 | 1.18% | — | +3.99% | |
| 18 | HEI-A | Heico Corp-class A | 株式-その他 | 1.17% | +0.08% | — | |
| 19 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.14% | — | -1.12% | |
| 20 | IIPR | Innovative Industrial Proper | 株式-不動産 | 1.00% | +0.07% | +40.29% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.95% | +0.03% | +2.79% | |
| 22 | OALC | Oneascent Large Cap Core | ETF-大型株・グロース | 0.85% | +0.21% | +1.33% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.82% | — | -8.55% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.80% | — | -5.70% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.80% | — | +13.52% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.79% | — | -7.70% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.79% | — | +0.30% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.72% | +0.12% | +1.46% | |
| 29 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.72% | — | -2.58% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.67% | — | -2.90% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.66% | — | +6.04% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.64% | -0.17% | -1.55% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.63% | — | -6.99% | |
| 34 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 0.58% | — | +2.15% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | -2.49% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.57% | — | -15.86% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | +3.71% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +4.28% | |
| 39 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 0.52% | — | -1.64% | |
| 40 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-その他 | 0.48% | — | +1.22% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | -0.16% | -1.68% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.47% | +0.04% | +1.78% | |
| 43 | WMB | Williams Cos INC | 株式-エネルギー | 0.46% | — | +0.74% | |
| 44 | GL | Globe Life INC | 株式-金融 | 0.45% | +0.05% | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | -0.16% | +1.06% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +2.78% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | -1.04% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | -2.31% | |
| 49 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.42% | — | +1.07% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.41% | — | +10.97% |