CIK: 0001800502
申告総資産額
$4.4億
| # | 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 | 4.75% | -0.15% | -5.48% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.98% | — | -1.17% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.30% | -0.22% | — | |
| 4 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 2.15% | — | +0.53% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.13% | — | +4.43% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.88% | — | +0.55% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.83% | — | -18.55% | |
| 8 | FTCS | First Trust Capital Strength | ETF-その他 | 1.78% | — | -6.65% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | — | +5.41% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.36% | -30.23% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.53% | — | +2.32% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.42% | — | -1.76% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.37% | — | +0.38% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.35% | +0.18% | +21.34% | |
| 15 | IJUL | Innovator International Deve | ETF-その他 | 1.30% | — | +0.20% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.27% | — | +1.91% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.27% | — | +0.21% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.25% | -0.14% | -0.14% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.23% | +0.20% | -59.40% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +8.27% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.17% | — | -2.74% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | — | -12.68% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.03% | — | -6.73% | |
| 24 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 1.01% | — | +0.26% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | -8.69% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.94% | — | -5.62% | |
| 27 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.94% | — | +1.09% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.93% | — | +3.74% | |
| 29 | IQLT | Ishares Msci International Q | ETF-その他 | 0.86% | — | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | — | -18.24% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.85% | — | -18.87% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | -15.83% | |
| 33 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.79% | — | -0.01% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +7.42% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.75% | — | +8.69% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.75% | — | -5.47% | |
| 37 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.74% | — | +0.81% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | -0.11% | -6.42% | |
| 39 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.73% | — | -4.32% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | -0.30% | -15.42% | |
| 41 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.69% | — | -3.32% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | -6.89% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | -32.07% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.67% | — | -7.24% | |
| 45 | TGT | Target CORP | 株式-一般消費財 | 0.66% | — | -13.39% | |
| 46 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.65% | — | +1.19% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.62% | — | +0.19% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | -4.71% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.57% | -0.19% | -0.62% | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.56% | — | — |