CIK: 0001800369
申告総資産額
$2.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 4.66% | — | -0.53% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-その他 | 4.66% | — | -0.17% | |
| 3 | LMBS | First Trust Low Duration Opp | ETF-その他 | 4.26% | — | +0.57% | |
| 4 | FUMB | First Trust Ultra Short Dur | ETF-その他 | 3.94% | — | +0.81% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.72% | — | -7.28% | |
| 6 | FMB | First Trust Managed Municipa | ETF-その他 | 2.70% | — | +0.04% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.62% | — | +3.37% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.28% | — | +3.68% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.21% | — | -2.41% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.05% | — | +2.34% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | — | +7.80% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.98% | — | -7.27% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.91% | — | +6.97% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.82% | — | +2.55% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.80% | — | +4.40% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.70% | — | +8.34% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.36% | — | -0.81% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | +3.05% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.22% | — | +21.17% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | -2.38% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.20% | — | +6.33% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -0.65% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | — | +2.46% | |
| 24 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.09% | — | -0.76% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.08% | — | -2.02% | |
| 26 | ADBE | Adobe INC | 株式-IT | 1.07% | — | +2.46% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.06% | — | -14.37% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.03% | — | +5.62% | |
| 29 | AMT | American Tower CORP | 株式-不動産 | 0.99% | — | +5.28% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.98% | — | -0.41% | |
| 31 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.89% | — | +1.79% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.87% | — | -2.49% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | — | -4.55% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.86% | — | -0.34% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | +0.49% | |
| 36 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.84% | — | +0.71% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +13.38% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +20.53% | |
| 39 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.78% | — | +6.52% | |
| 40 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.74% | — | +1.96% | |
| 41 | VFH | Vanguard Financials ETF | ETF-その他 | 0.74% | — | +0.98% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +0.04% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | — | — | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.72% | — | +0.71% | |
| 45 | MS | Morgan Stanley | 株式-金融 | 0.71% | — | +1.31% | |
| 46 | IQLT | Ishares Msci International Q | ETF-その他 | 0.71% | — | — | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.70% | — | +5.67% | |
| 48 | FMHI | First Trust Municipal High I | ETF-その他 | 0.69% | — | +0.16% | |
| 49 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.68% | — | — | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.64% | — | +5.24% |