CIK: 0001844895
申告総資産額
$1.6億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 16.98% | — | +10.75% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 8.54% | — | -1.67% | |
| 3 | FPXI | First Trust International Eq | ETF-その他 | 5.12% | — | +3.66% | |
| 4 | BSTZ | Blackrock Sci & Tech Trm Tr | 株式-その他 | 3.77% | — | -8.50% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.22% | — | -4.90% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.00% | — | +12.31% | |
| 7 | FPX | First Trust US Equity Opport | ETF-その他 | 2.73% | — | +0.66% | |
| 8 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 2.50% | — | +1.48% | |
| 9 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.46% | — | +2.72% | |
| 10 | BST | Blackrock Science & Tech Tr | 株式-その他 | 2.21% | — | -16.70% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.13% | — | -2.03% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.93% | — | -32.34% | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.85% | — | +5.70% | |
| 14 | FTCS | First Trust Capital Strength | ETF-その他 | 1.85% | — | -0.16% | |
| 15 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 1.85% | — | -8.26% | |
| 16 | HYT | Blackrock CORP Hi Yld | 株式-その他 | 1.69% | — | -39.51% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.51% | — | -0.13% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 1.51% | — | +0.53% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.42% | — | -0.15% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.35% | — | +8.51% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | — | -5.62% | |
| 22 | DSL | Doubleline Income Solutions | 株式-その他 | 1.06% | — | -6.17% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.03% | — | +0.11% | |
| 24 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.99% | — | +1.73% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.97% | — | -4.84% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.93% | — | +300.14% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.91% | — | -3.74% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.84% | — | -0.12% | |
| 29 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.79% | — | +8.64% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.78% | — | -2.10% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.70% | — | +0.89% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.69% | — | +1.15% | |
| 33 | HTAEUR | Healthcare Trust Of Ame-cl A | 株式-その他 | 0.60% | — | -0.32% | |
| 34 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.58% | — | -2.14% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | +0.22% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | -14.43% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | — | +0.14% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -1.92% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | — | — | |
| 40 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.45% | — | -3.04% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +0.11% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.44% | — | -2.63% | |
| 43 | CNC | Centene CORP | 株式-ヘルスケア | 0.43% | — | -0.15% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | +0.52% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.40% | — | -1.60% | |
| 46 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.39% | — | +5.01% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | +0.72% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | — | -10.06% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.37% | — | +0.57% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.37% | — | +27.49% |