CIK: 0001697303
申告総資産額
$3.5億
| # | 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 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 3.21% | — | -15.97% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -0.37% | -6.32% | |
| 3 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 2.52% | — | -6.80% | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 2.38% | — | +1.18% | |
| 5 | EMLP | First Trust North American E | ETF-その他 | 2.36% | — | -3.29% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.22% | +0.04% | -1.56% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.02% | +0.05% | -6.89% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.89% | -0.95% | +726.25% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | — | -2.12% | |
| 10 | DEEP | Acquirers Small And Micro De | ETF-その他 | 1.83% | — | +14.94% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.73% | -1.55% | +3.43% | |
| 12 | FTXO | First Trust Nasdaq Bank ETF | ETF-テック型 | 1.71% | — | +1.78% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.66% | — | -14.96% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.61% | — | -7.44% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.57% | +0.93% | -20.51% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.56% | +0.58% | +10.42% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.21% | +0.10% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | -10.89% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.20% | -0.16% | -0.91% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.11% | — | -3.47% | |
| 21 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.10% | -1.12% | +53.20% | |
| 22 | C | Citigroup INC | 株式-金融 | 0.97% | — | -10.70% | |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.97% | — | -68.42% | |
| 24 | ARKK | Ark Innovation ETF | ETF-その他 | 0.94% | — | — | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | — | -22.78% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | — | +0.68% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.84% | — | -7.50% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.82% | — | +1.52% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | +7.41% | |
| 30 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.81% | — | -14.83% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | -0.01% | -21.75% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.79% | — | +6.05% | |
| 33 | OPY | Oppenheimer Holdings Inc. | 株式-その他 | 0.79% | — | -8.27% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.77% | — | +5.79% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | +0.09% | -0.93% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | -1.64% | — | |
| 37 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.75% | — | -0.43% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.75% | — | -1.63% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | -3.85% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | -2.47% | |
| 41 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 0.73% | — | +0.34% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | +0.23% | — | |
| 43 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.65% | — | -9.84% | |
| 44 | DRRXEUR | Durect Corporation | 株式-その他 | 0.64% | — | +14.52% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.64% | — | +16.73% | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.61% | — | -2.36% | |
| 47 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.59% | — | -3.19% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | -5.83% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +4.64% | |
| 50 | BIIB | Biogen INC | 株式-ヘルスケア | 0.56% | — | +153.76% |