CIK: 0001697815
申告総資産額
$1.3億
上位200銘柄を表示中（全1022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 | 5.45% | — | +3.42% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.89% | +0.57% | +5.60% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 4.45% | -0.24% | +13.31% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.09% | — | +1.31% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.00% | — | +2.69% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.65% | — | -40.95% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.50% | — | +5.59% | |
| 8 | ✓ | Powershares ETF Trust | ETF-その他 | 2.46% | — | — | |
| 9 | AAPL | Apple INC | 株式-IT | 2.28% | — | +0.37% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 2.21% | — | +18.31% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.18% | — | +210.77% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.87% | — | +0.57% | |
| 13 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.79% | — | -47.87% | |
| 14 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 1.72% | -0.22% | -2.68% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | — | -0.06% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | — | +7.46% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.21% | — | +183.49% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | +0.17% | +14.30% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.89% | — | -4.74% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | +10.53% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.78% | — | -5.86% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.77% | — | -2.95% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.75% | — | +2.85% | |
| 24 | ✓ | Powershares Exchange | 株式-その他 | 0.73% | — | — | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.73% | — | +14.24% | |
| 26 | ✓ | Rydex ETF Trust | ETF-その他 | 0.72% | — | -76.27% | |
| 27 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.70% | — | +132.35% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.67% | — | -3.52% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | -3.45% | |
| 30 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.64% | — | -57.86% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.62% | — | -3.81% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.61% | — | +145.07% | |
| 33 | DWFI | Spdr Dorsey Wright Fi Alloc | ETF-その他 | 0.60% | — | +0.04% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | — | +8.55% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | — | +1.12% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | -57.71% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.58% | — | -3.17% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.58% | — | -4.91% | |
| 39 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.57% | +0.17% | +80.55% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | -13.55% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | +10.33% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | -4.73% | |
| 43 | HISF | First Tr Hi INC Strat Foc | ETF-その他 | 0.47% | — | +0.77% | |
| 44 | ✓ | Corporate Capital Trust | 株式-その他 | 0.47% | — | +20.34% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | -0.81% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | -6.45% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.44% | — | -3.85% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.44% | — | +873.76% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.44% | — | -25.71% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.43% | — | -81.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +1.6% | +210.77% | 増加 |
| 2 | CFO | Victoryshares US 500 Enhance | +1.3% | +13.31% | 増加 |
| 3 | USMV | Ishares Msci USA Min Vol Fac | +1.1% | +5.60% | 増加 |
| 4 | PM | Philip Morris International | +0.8% | +183.49% | 増加 |
| 5 | FTCS | First Trust Capital Strength | +0.7% | +18.31% | 増加 |
| 6 | ✓ | Powershares ETF Tr Ii | +0.4% | +132.35% | 増加 |
| 7 | VGSH | Vanguard Short-term Treasury | +0.4% | +145.07% | 増加 |
| 8 | MDT | Medtronic plc | +0.4% | +873.76% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.3% | +10.53% | 増加 |
| 10 | CDC | Victoryshares US Eq Income E | +0.3% | +80.55% | 増加 |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +8738.81% | 増加 |
| 12 | MDY | State Street Spdr S&p Midcap | +0.2% | +158.69% | 増加 |
| 13 | MU | Micron Technology INC | +0.2% | +131.77% | 増加 |
| 14 | IYH | Ishares U.s. Healthcare ETF | +0.2% | +209.57% | 増加 |
| 15 | AEP | American Electric Power Company, Inc. | 0% | +2.85% | 増加 |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -25.71% | 減少 |
| 17 | PBF | Pbf Energy Inc-class A | -0.1% | -36.57% | 減少 |
| 18 | META | Meta Platforms Inc-class A | -0.1% | -34.05% | 減少 |
| 19 | AGG | Ishares Core U.s. Aggregate | -0.1% | -50.74% | 減少 |
| 20 | EEM | Ishares Msci Emerging Market | -0.1% | -60.33% | 減少 |
| 21 | DFP | Flaherty & Crumrine Dyn Pref | -0.1% | -91.93% | 減少 |
| 22 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -47.75% | 減少 |
| 23 | EFA | Ishares Msci Eafe ETF | -0.2% | -81.85% | 減少 |
| 24 | HTGC | Hercules Capital INC | -0.3% | -98.76% | 減少 |
| 25 | VFC | Vf CORP | -0.3% | -98.37% | 減少 |
| 26 | IWM | Ishares Russell 2000 ETF | -0.5% | -70.18% | 減少 |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | -0.6% | -57.86% | 減少 |
| 28 | VZ | Verizon Communications INC | -0.7% | -57.71% | 減少 |
| 29 | IYE | Ishares U.s. Energy ETF | -0.7% | -78.28% | 減少 |
| 30 | IVE | Ishares S&p 500 Value ETF | -0.8% | -73.34% | 減少 |
| 31 | IYC | Ishares US Consumer Discreti | -0.9% | -82.33% | 減少 |
| 32 | FV | First Trust Dw Focus 5 Fund | -0.9% | -47.87% | 減少 |
| 33 | IYJ | Ishares U.s. Industrials ETF | -0.9% | -82.37% | 減少 |
| 34 | DVY | Ishares Select Dividend ETF | -1% | -99.95% | 減少 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -40.95% | 減少 |
| 36 | IYW | Ishares Ustechnology ETF | -1.1% | -97.13% | 減少 |
| 37 | PCYUSD | Invesco Emerging Markets Sov | -1.2% | -96.83% | 減少 |
| 38 | BWX | State Street Spdr Bloomberg | -1.3% | -96.96% | 減少 |
| 39 | ✓ | -1.3% | -96.66% | 減少 | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | -1.5% | -81.55% | 減少 |
| 41 | IJS | Ishares S&p Small-cap 600 Va | -1.5% | -83.47% | 減少 |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | -1.6% | -84.67% | 減少 |
| 43 | ✓ | Rydex ETF Trust | -1.9% | -76.27% | 減少 |
| 44 | ✓ | Powershares ETF Trust | — | NEW | 新規購入 |
| 45 | ✓ | Powershares Exchange | — | NEW | 新規購入 |
| 46 | ARCC | Ares Capital CORP | — | EXIT | 全売却 |
| 47 | GAIN | Gladstone Investment CORP | — | EXIT | 全売却 |
| 48 | MRCC | Monroe Capital CORP | — | EXIT | 全売却 |
| 49 | IYM | Ishares U.s. Basic Materials | — | EXIT | 全売却 |
| 50 | ✓ | Tcp Cap CORP | — | EXIT | 全売却 |