CIK: 0001911035
申告総資産額
$2.2億
| # | 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 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 12.56% | -0.11% | -17.74% | |
| 2 | SYK | Stryker CORP | 株式-ヘルスケア | 11.10% | -0.33% | +0.52% | |
| 3 | FAB | First Trust Multi Cap Value | ETF-その他 | 5.84% | +0.14% | +12.44% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.28% | -0.28% | +0.40% | |
| 5 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 5.15% | -0.13% | +6.45% | |
| 6 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 5.13% | -0.09% | EXIT | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.17% | -0.14% | +1229.19% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.87% | +1.04% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.15% | -0.60% | -0.98% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.14% | -0.15% | -2.26% | |
| 11 | ✓ | 株式-その他 | 2.08% | — | -18.59% | ||
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.87% | — | -6.33% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.74% | — | -26.34% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.68% | -0.15% | -27.89% | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.56% | — | -1.77% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.47% | -0.27% | -2.85% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.32% | -0.11% | EXIT | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.37% | +10.79% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | -0.21% | +6.40% | |
| 20 | IYT | Ishares US Transportation Et | ETF-その他 | 1.18% | — | -1.57% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | -4.05% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | -0.60% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.89% | — | -38.50% | |
| 24 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.84% | — | +0.63% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | -1.34% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.75% | — | +1.57% | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.74% | — | +63.09% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +5.64% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.72% | — | +7.65% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -14.46% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | — | -22.24% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.62% | — | — | |
| 33 | ENPH | Enphase Energy INC | 株式-IT | 0.62% | — | +6.38% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | -1.26% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | +0.17% | -0.33% | |
| 36 | FDX | Fedex CORP | 株式-資本財 | 0.59% | — | +9.66% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -0.12% | +0.05% | |
| 38 | AFL | Aflac INC | 株式-金融 | 0.58% | — | -3.32% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.02% | — | |
| 40 | UBER | Uber Technologies INC | 株式-資本財 | 0.53% | — | +102.51% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.53% | — | -14.58% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.53% | +0.16% | -1.24% | |
| 43 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.50% | — | -2.08% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.48% | — | -4.44% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | -0.14% | -11.71% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.45% | — | +1.49% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.43% | — | +22.22% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.43% | — | +10.03% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.42% | — | — | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.41% | — | +58.46% |