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 | 7.56% | — | +14.28% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.90% | — | +6.12% | |
| 3 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 5.80% | — | +7.50% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.71% | — | +4.83% | |
| 5 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 3.53% | — | +17.34% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.26% | — | +14.23% | |
| 7 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 3.10% | — | +14.73% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.94% | — | +17.62% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.11% | — | +20.14% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 2.10% | — | +9.69% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.08% | — | +13.43% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.07% | — | +1.66% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.96% | — | +42.43% | |
| 14 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.70% | — | +3.12% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.70% | — | +2.00% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.48% | — | +6.33% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.42% | — | +1.91% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.34% | — | -35.62% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.24% | — | +0.27% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.11% | — | +0.43% | |
| 21 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.07% | — | +50.74% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | -0.89% | |
| 23 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.90% | — | -23.44% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.85% | — | +110.95% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | +1.12% | |
| 26 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.80% | — | +0.01% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | +51.62% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.77% | — | — | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.74% | — | +2.42% | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.71% | — | — | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | +2.41% | |
| 32 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.63% | — | +74.12% | |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.57% | — | — | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.57% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | +8.29% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +4.52% | |
| 37 | FMB | First Trust Managed Municipa | ETF-その他 | 0.48% | — | -23.66% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | -7.87% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | -0.66% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | -5.90% | |
| 41 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 0.46% | — | — | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.45% | — | +3.66% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | -2.28% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.43% | — | -0.85% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | -1.78% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | +1.92% | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.41% | — | -30.73% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | -2.97% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | +4.81% | |
| 50 | AEP | American Electric Power | 株式-公益事業 | 0.39% | — | +3.04% |