CIK: 0001870012
申告総資産額
$3.4億
上位200銘柄を表示中（全294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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 27.78% | +0.38% | +11.06% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 12.39% | -0.45% | -50.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.99% | +0.30% | +19.69% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.26% | -0.97% | +44.20% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 5.22% | — | +1.23% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.73% | -1.50% | -21.15% | |
| 7 | AMRX | Amneal Pharmaceuticals INC | 株式-その他 | 2.87% | +0.36% | — | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.04% | — | -2.96% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.60% | -0.24% | -8.19% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.50% | -0.30% | -9.11% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 1.43% | -1.12% | -9.49% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.33% | +0.83% | +2175.96% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.31% | — | -3.67% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.16% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 0.97% | -0.13% | -5.69% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.57% | — | -1.19% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.56% | — | +1.99% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 0.52% | -0.47% | +1.36% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.10% | +4.02% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | -0.26% | -3.07% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.35% | — | +6.30% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | +14.31% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.26% | +0.14% | +46.32% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.25% | +0.06% | -0.65% | |
| 25 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.25% | — | -0.17% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | +70.99% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | +10.84% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.23% | — | +1.75% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | -3.68% | |
| 30 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.21% | — | -1.02% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.19% | — | -24.78% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.19% | — | +121.33% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.18% | — | +6.45% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | -7.52% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.16% | — | +386.95% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | — | -10.20% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.14% | — | -8.16% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.14% | — | +13.24% | |
| 40 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.14% | -0.14% | — | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.13% | — | +47.52% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.13% | — | +4.32% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.13% | — | +855.99% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.13% | +0.15% | +29428.57% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.13% | — | +0.13% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | — | +12.96% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.13% | — | -1.14% | |
| 48 | INTF | Ishares International Equity | ETF-その他 | 0.13% | — | — | |
| 49 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.13% | — | +7.69% | |
| 50 | LHX | L3harris Technologies INC | 株式-資本財 | 0.12% | — | +6.28% |