CIK: 0001697815
申告総資産額
$1.3億
上位200銘柄を表示中(全1019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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.34% | — | -0.43% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.83% | +0.57% | +5.90% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.70% | — | +10.67% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.24% | — | -24.67% | |
| 5 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 3.19% | -0.24% | +2.86% | |
| 6 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.69% | — | +18.97% | |
| 7 | ✓ | Rydex ETF Trust | ETF-その他 | 2.60% | — | +2.96% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.40% | — | +1.71% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.99% | — | +37.79% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.92% | — | +0.83% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.88% | — | +123.72% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.86% | — | -3.47% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.83% | — | +1610.07% | |
| 14 | FTCS | First Trust Capital Strength | ETF-その他 | 1.53% | — | +4.67% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.51% | — | +3.88% | |
| 16 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 1.46% | -0.22% | -11.01% | |
| 17 | ✓ | 株式-その他 | 1.36% | — | +3.01% | ||
| 18 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.32% | — | +1.05% | |
| 19 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.29% | — | +741978.95% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | — | +0.75% | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.21% | — | -34.28% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | — | +101.94% | |
| 23 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.16% | — | +17389.66% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.15% | — | -7.70% | |
| 25 | IYC | Ishares US Consumer Discreti | ETF-その他 | 1.13% | — | +18076.79% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | — | +7.35% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.09% | — | +2534.65% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.98% | — | +0.92% | |
| 29 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.93% | — | +10069.85% | |
| 30 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.76% | — | +2.80% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | +174.94% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.75% | — | +10.25% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.70% | — | +7.26% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.70% | +0.17% | -1.05% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | -11.42% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | -7.06% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.57% | — | -9.37% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.57% | — | +2.82% | |
| 39 | ARCC | Ares Capital CORP | 株式-金融 | 0.54% | -0.22% | EXIT | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | +14.15% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | +0.73% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.50% | — | -0.20% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | -0.59% | |
| 44 | DWFI | Spdr Dorsey Wright Fi Alloc | ETF-その他 | 0.49% | — | +0.27% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.48% | — | -4.56% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | — | -10.59% | |
| 47 | GAIN | Gladstone Investment CORP | 株式-その他 | 0.48% | — | +0.78% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.47% | — | -4.97% | |
| 49 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.47% | — | -72.77% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | -10.34% |