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 | 7.85% | — | -1.47% | |
| 2 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 7.45% | — | +29.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.05% | — | -10.30% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.53% | — | -7.87% | |
| 5 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 3.41% | — | -4.67% | |
| 6 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 3.15% | — | -4.27% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.14% | — | -5.36% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.90% | — | -5.93% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.35% | — | -3.43% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 2.27% | — | +4.81% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-その他 | 2.19% | — | +13.61% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.10% | — | -4.93% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.09% | — | -2.42% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.56% | — | -9.29% | |
| 15 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.56% | — | -9.21% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.53% | — | -9.24% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.42% | — | -10.06% | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.24% | — | -0.66% | |
| 19 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.19% | — | +11.21% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.13% | — | -1.86% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | — | -1.47% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.98% | — | -29.55% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | — | +9.83% | |
| 24 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.94% | — | +37.53% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.92% | — | +19.23% | |
| 26 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.83% | — | -0.44% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | +1.47% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.76% | — | -1.44% | |
| 29 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.75% | — | +22.56% | |
| 30 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.74% | — | +21.98% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | — | -3.34% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | +11.51% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | -0.31% | |
| 34 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 0.56% | — | +23.18% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | — | +0.23% | |
| 36 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.54% | — | -39.72% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.51% | — | -19.88% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | -0.36% | |
| 39 | FMB | First Trust Managed Municipa | ETF-その他 | 0.47% | — | -2.22% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | +0.48% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | -0.98% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | -9.06% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +1.66% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.42% | — | -6.67% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | -5.55% | |
| 46 | AEP | American Electric Power | 株式-公益事業 | 0.39% | — | +7.73% | |
| 47 | VDE | Vanguard Energy ETF | ETF-その他 | 0.39% | — | +10.09% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | -23.81% | |
| 49 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.38% | — | +0.12% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.37% | — | -6.68% |