CIK: 0001759578
申告総資産額
$5.2億
| # | 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 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 13.37% | +0.10% | — | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 10.94% | +0.33% | +66.34% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 8.82% | — | -21.46% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-その他 | 8.74% | — | +3.35% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.48% | — | — | |
| 6 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 4.99% | — | +16.09% | |
| 7 | IQLT | Ishares Msci International Q | ETF-その他 | 4.67% | -0.21% | +1.78% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.32% | — | +4.92% | |
| 9 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 4.16% | — | +18.33% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.14% | +0.12% | -12.80% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.32% | -0.04% | -50.41% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.89% | — | +87.38% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.95% | +0.23% | -2.20% | |
| 14 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.47% | — | +55.39% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | — | -4.86% | |
| 16 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 1.11% | — | +1.37% | |
| 17 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 1.09% | — | -0.64% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.01% | -0.12% | EXIT | |
| 19 | FMB | First Trust Managed Municipa | ETF-その他 | 0.95% | — | +13.08% | |
| 20 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.94% | +0.09% | +11.97% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.93% | — | — | |
| 22 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 0.82% | — | +10.28% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.81% | — | +10.38% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.79% | — | +10.65% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.77% | — | -0.39% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.70% | — | +0.23% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | +4.76% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.67% | — | -16.01% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | +74.76% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.42% | — | -13.59% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | — | +6.19% | |
| 32 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 0.32% | — | -17.34% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | — | +9.28% | |
| 34 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 0.32% | -0.07% | -15.97% | |
| 35 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.30% | — | -15.92% | |
| 36 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.27% | — | — | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.26% | — | — | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.25% | — | +6.58% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.25% | — | — | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.24% | +0.07% | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.23% | — | — | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.21% | — | — | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.21% | — | — | |
| 45 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.21% | — | — | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.21% | -0.16% | EXIT | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | — | |
| 48 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.20% | — | +101.13% | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.19% | — | -18.48% | |
| 50 | FMC | Fmc CORP | 株式-素材 | 0.19% | — | — |