CIK: 0002052510
申告総資産額
$1.9億
上位200銘柄を表示中（全503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 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 5.04% | +3.94% | -6.73% | |
| 2 | BALT | Inn Defined Wealth Shield | ETF-その他 | 3.07% | — | -0.15% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 2.98% | -0.97% | -0.50% | |
| 4 | WEA | Western Asset Premier Bond | 株式-その他 | 2.60% | — | +34.13% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.56% | -0.64% | -0.66% | |
| 6 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 2.47% | — | +14.60% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.28% | — | +0.39% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.23% | -0.92% | -0.87% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.19% | -0.50% | -2.33% | |
| 10 | ARKK | Ark Innovation ETF | ETF-その他 | 2.08% | -0.62% | +0.62% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.06% | — | +1.13% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.92% | -0.18% | -1.79% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.74% | — | -5.20% | |
| 14 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.72% | -0.42% | +18.19% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.61% | -0.46% | -35.37% | |
| 16 | ARCC | Ares Capital CORP | 株式-金融 | 1.46% | — | +53.87% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.43% | +1.99% | |
| 18 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 1.31% | — | +0.76% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | -0.49% | -1.13% | |
| 20 | DFP | Flaherty & Crumrine Dyn Pref | 株式-その他 | 1.27% | — | -1.29% | |
| 21 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 1.26% | — | +6.39% | |
| 22 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.23% | -0.05% | -2.03% | |
| 23 | BXSL | Blackstone Secured Lending F | 株式-金融 | 1.20% | — | +29.73% | |
| 24 | ALAI | Alger Ai Enable & Adopt ETF | ETF-その他 | 1.13% | — | +18.68% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.10% | — | -1.36% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.06% | +0.10% | +3.00% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.02% | — | -3.33% | |
| 28 | MSD | Morgan Stanley Emrg Mkt Debt | 株式-その他 | 1.01% | — | +3.36% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.98% | — | -0.95% | |
| 30 | NIM | Nuveen Select Maturit Muni | 株式-その他 | 0.93% | — | +1.58% | |
| 31 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.93% | — | -3.55% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.91% | — | +1.91% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | -0.32% | +0.09% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.85% | — | +1.38% | |
| 35 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.84% | — | -2.06% | |
| 36 | SDVD | Ft Vest Smid Rising Dividend | ETF-その他 | 0.81% | — | +0.60% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.05% | +1.82% | |
| 38 | HYT | Blackrock CORP Hi Yld | 株式-その他 | 0.78% | — | +1752.78% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.74% | — | +4.26% | |
| 40 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 0.71% | — | -4.29% | |
| 41 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-テック型 | 0.71% | — | +11.39% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.71% | — | -1.34% | |
| 43 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.69% | — | -24.28% | |
| 44 | FRTY | Alger Mid Cap 40 ETF | ETF-その他 | 0.67% | — | +0.14% | |
| 45 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.67% | -0.67% | EXIT | |
| 46 | VKI | Invesco Adv Muni INC Tr Ii | 株式-その他 | 0.67% | — | -0.70% | |
| 47 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.66% | — | -1.02% | |
| 48 | DSU | Blackrock Debt Strategies | 株式-その他 | 0.66% | — | +3.62% | |
| 49 | PHK | Pimco High Income Fund | 株式-その他 | 0.65% | — | +0.77% | |
| 50 | PFN | Pimco Income Strategy Fd Ii | 株式-その他 | 0.65% | — | +0.80% |