CIK: 0002004873
申告総資産額
$8.1億
上位200銘柄を表示中（全381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 | NVDA | Nvidia CORP | 株式-IT | 3.43% | -0.20% | +6.73% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.49% | -0.21% | +7.25% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.30% | — | +3.02% | |
| 4 | STXF | Strive 500 ETF | ETF-その他 | 2.22% | — | +11.07% | |
| 5 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 2.19% | — | +6.07% | |
| 6 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.13% | -0.32% | +4.25% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.14% | +5.76% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | -0.38% | +3.63% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.60% | — | -1.21% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.54% | — | -0.37% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.44% | -0.11% | +24.99% | |
| 12 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 1.36% | — | -4.99% | |
| 13 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 1.33% | +0.09% | +10.94% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.26% | — | +0.85% | |
| 15 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.21% | — | +6.78% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.20% | — | +32.41% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.12% | — | +1.77% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.01% | -0.14% | +1.46% | |
| 19 | MSMR | M/s Managed Risk ETF | ETF-その他 | 0.98% | — | +198.91% | |
| 20 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.96% | -0.09% | +1.69% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -3.94% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | +0.13% | +48.29% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | +6.96% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.21% | +2.31% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.89% | — | +113.56% | |
| 26 | ARDC | Ares Dynamic Credit All | 株式-その他 | 0.83% | — | +1.64% | |
| 27 | DFAI | Dimensional International Co | ETF-その他 | 0.82% | — | -14.28% | |
| 28 | KHPI | Kensington Hedged Prm In ETF | ETF-その他 | 0.81% | — | +5.06% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.17% | +10.19% | |
| 30 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.74% | — | -0.23% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.74% | — | -5.20% | |
| 32 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.73% | — | +1.56% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.72% | +0.09% | +53.39% | |
| 34 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 0.72% | +0.11% | +2.00% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.71% | — | +47.32% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.70% | -0.45% | -78.61% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | -0.17% | -1.21% | |
| 38 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.66% | — | -0.56% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | — | +308.67% | |
| 40 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.61% | — | +27.76% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | -0.30% | -1.08% | |
| 42 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.59% | — | +379.11% | |
| 43 | MFIC | Midcap Financial Investment | 株式-その他 | 0.56% | — | +0.24% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | +15.72% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -6.10% | |
| 46 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 0.54% | — | -0.18% | |
| 47 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.54% | — | +4.38% | |
| 48 | OCSL | Oaktree Specialty Lending Co | 株式-その他 | 0.54% | — | +3.22% | |
| 49 | DGRE | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.54% | — | +10.53% | |
| 50 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.53% | — | +2.65% |