CIK: 0001992810
申告総資産額
$2.7億
| # | 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 | RDVY | First Trust Rising Dividend | ETF-その他 | 7.15% | — | +54.41% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 7.14% | — | +63.57% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.60% | — | +51.87% | |
| 4 | FTCS | First Trust Capital Strength | ETF-その他 | 3.59% | — | +25.26% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.69% | — | -16.94% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.45% | — | +2.00% | |
| 7 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.42% | — | +53.25% | |
| 8 | FMB | First Trust Managed Municipa | ETF-その他 | 2.27% | — | +38.35% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-その他 | 2.12% | — | +28.74% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.88% | — | +6.48% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.79% | — | +218.25% | |
| 12 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 1.70% | — | +52.20% | |
| 13 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 1.67% | — | +86.53% | |
| 14 | IWC | Ishares Micro-cap ETF | ETF-その他 | 1.66% | — | +70.47% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.60% | — | +37.49% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | — | -25.71% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.51% | — | +259.11% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.40% | — | +61.14% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.39% | — | +52.78% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | +13.33% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.25% | — | +78.98% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | — | -33.57% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.22% | — | -31.40% | |
| 24 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.21% | — | +76.57% | |
| 25 | FEMB | First Trust Emerging Markets | ETF-新興国市場 | 1.13% | — | +78.04% | |
| 26 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.13% | — | +73.00% | |
| 27 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.03% | — | +29.44% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.99% | — | -4.96% | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.93% | — | +6.88% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.87% | — | — | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | +25.33% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.85% | — | +66.08% | |
| 33 | HISF | First Tr Hi INC Strat Foc | ETF-その他 | 0.78% | — | +2.40% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | — | +17.37% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | -7.85% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | — | +5.02% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | — | +47.83% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | +6.13% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.59% | — | -2.79% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | +13.99% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.57% | — | -19.63% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +0.41% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.56% | — | -7.27% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | -4.89% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | — | +1.73% | |
| 46 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.49% | — | -0.25% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +6.09% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | +14.11% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +16.20% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.43% | — | +104.82% |