CIK: 0001680091
申告総資産額
$6696.4万
| # | 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 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 6.74% | — | -0.65% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.53% | — | +8683.33% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 4.82% | -0.54% | -2.70% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 3.21% | -0.02% | — | |
| 5 | AMGN | Amgen INC | 株式-ヘルスケア | 2.86% | -0.44% | -3.77% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.30% | +0.35% | -3.79% | |
| 7 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.96% | -0.49% | -2.19% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.67% | -0.92% | -0.57% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | -0.11% | -1.30% | |
| 10 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 1.36% | — | -1.96% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 1.35% | — | -1.68% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.34% | +0.03% | -5.73% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.29% | — | -4.46% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.28% | -0.17% | -0.43% | |
| 15 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 1.19% | — | -4.33% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.15% | -0.20% | -9.20% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.07% | -0.29% | +2.25% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.03% | — | -5.88% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.01% | — | -2.55% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.40% | -8.77% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.14% | +1.72% | |
| 22 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.94% | — | — | |
| 23 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.94% | — | -1.64% | |
| 24 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.92% | — | — | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.87% | +1.10% | -5.50% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.86% | — | -4.25% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | -4.13% | |
| 28 | ✓ | Horizons | 株式-その他 | 0.81% | — | -3.86% | |
| 29 | IDLV | Invesco S&p International De | ETF-その他 | 0.80% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | -0.85% | EXIT | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.79% | — | -0.85% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | -1.41% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.78% | — | +1.94% | |
| 34 | BST | Blackrock Science & Tech Tr | 株式-その他 | 0.75% | — | +0.34% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.75% | -0.25% | -7.14% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | -0.24% | +8.00% | |
| 37 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.71% | +0.26% | +0.60% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.69% | -0.73% | EXIT | |
| 39 | MC | Moelis & Co - Class A | 株式-金融 | 0.66% | — | +1.09% | |
| 40 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.66% | -0.58% | EXIT | |
| 41 | C | Citigroup INC | 株式-金融 | 0.64% | — | -7.80% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.61% | — | +6.77% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | — | +4.55% | |
| 44 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.60% | — | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.59% | — | -6.59% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.23% | -9.52% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.58% | -0.45% | EXIT | |
| 48 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 0.58% | — | +5.71% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | -0.28% | -4.44% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | -0.43% | EXIT |