CIK: 0002004873
申告総資産額
$8.1億
上位200銘柄を表示中（全363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 | 3.42% | -0.21% | +2.03% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.23% | -0.20% | -1.40% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.58% | -0.38% | -2.69% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.31% | — | +7.70% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.14% | +4.43% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 2.16% | — | +16.07% | |
| 7 | STXF | Strive 500 ETF | ETF-その他 | 1.96% | — | +40.96% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.63% | — | +3.90% | |
| 9 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.59% | — | +11.95% | |
| 10 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.53% | — | -0.29% | |
| 11 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 1.47% | — | +3.66% | |
| 12 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.47% | -0.32% | -3.15% | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.39% | — | +11.33% | |
| 14 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 1.29% | +0.09% | +16.97% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.12% | -3.15% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.25% | -0.45% | +125.08% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.19% | -0.14% | +8.31% | |
| 18 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.18% | — | +22.39% | |
| 19 | FSK | Fs Kkr Capital CORP | 株式-金融 | 1.11% | -0.09% | -0.90% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | -0.11% | +54.37% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -0.17% | +1.82% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.21% | -6.86% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.99% | -0.17% | +13.33% | |
| 24 | ARDC | Ares Dynamic Credit All | 株式-その他 | 0.96% | — | +3.67% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | +53.68% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.94% | — | +221.43% | |
| 27 | DFAI | Dimensional International Co | ETF-その他 | 0.89% | — | +32.47% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +0.88% | |
| 29 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.84% | — | +18.01% | |
| 30 | SHOP | Shopify INC - Class A | 株式-IT | 0.81% | -0.13% | -3.40% | |
| 31 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.80% | — | +4.94% | |
| 32 | KHPI | Kensington Hedged Prm In ETF | ETF-その他 | 0.79% | — | — | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.78% | — | +22.63% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.72% | — | +11.19% | |
| 35 | MFIC | Midcap Financial Investment | 株式-その他 | 0.66% | — | +1.87% | |
| 36 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 0.65% | +0.11% | +26.64% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.64% | -0.30% | +0.72% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | +0.13% | +46.41% | |
| 39 | OCSL | Oaktree Specialty Lending Co | 株式-その他 | 0.62% | — | +32.74% | |
| 40 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 0.62% | — | +11.87% | |
| 41 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.60% | — | +9.55% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | +6.38% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -18.24% | |
| 44 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.57% | — | +17.43% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | +7.54% | |
| 46 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 0.56% | — | -15.79% | |
| 47 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.54% | — | +13.35% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | — | +6.48% | |
| 49 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.51% | — | +20.46% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | — | +4.06% |