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 | VUG | Vanguard Growth ETF | ETF-その他 | 6.56% | — | +4.25% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.80% | — | +7.20% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-その他 | 4.67% | — | +38.39% | |
| 4 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 4.40% | — | +21.73% | |
| 5 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 3.91% | — | -7.92% | |
| 6 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 3.74% | — | +9.46% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.67% | — | +9.67% | |
| 8 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 3.49% | — | +7.15% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.33% | — | +8.44% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 2.73% | — | +5.63% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.48% | — | -19.66% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.38% | — | +9.57% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.25% | — | +7.56% | |
| 14 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.17% | — | +66.37% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.81% | — | +17.11% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.62% | — | +3.30% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.48% | — | +10.29% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.47% | — | +10.62% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.47% | — | +9.98% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.45% | — | +9.21% | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.38% | — | +10.69% | |
| 22 | FTGC | First Trust Global Tactical | ETF-その他 | 1.38% | — | +10.12% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.11% | — | +1.45% | |
| 24 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 1.09% | — | +12.93% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | — | -2.51% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.03% | — | +7.17% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.79% | — | +17.46% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | — | -4.71% | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.67% | — | -0.05% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.64% | — | +98.61% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | — | +0.06% | |
| 32 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.57% | — | +7.72% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | -4.24% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +2.77% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | +18.01% | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.50% | — | +7.50% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +49.94% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +1.14% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +30.42% | |
| 40 | GFEB | Ft Vest US Equity Moderate B | ETF-その他 | 0.47% | — | — | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.46% | — | +0.37% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.46% | — | -34.52% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.46% | — | — | |
| 44 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.46% | — | -16.58% | |
| 45 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.44% | — | +28.53% | |
| 46 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.43% | — | +39.62% | |
| 47 | VDE | Vanguard Energy ETF | ETF-その他 | 0.43% | — | +6.81% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +7.20% | |
| 49 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 0.41% | — | — | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.40% | — | — |