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 | 7.63% | +0.10% | +3.97% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-その他 | 6.10% | — | -1.49% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.98% | -0.04% | +2.31% | |
| 4 | FXO | First Trust Financial Alphad | ETF-その他 | 4.95% | — | +117.40% | |
| 5 | FDN | First Trust Dj Internet Ind | ETF-その他 | 4.06% | — | +2.20% | |
| 6 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.87% | — | +19.04% | |
| 7 | FTCS | First Trust Capital Strength | ETF-その他 | 3.74% | — | +2.39% | |
| 8 | FXN | First Trust Energy Alphadex | ETF-その他 | 3.71% | -0.36% | +20.96% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.68% | +0.62% | +16.50% | |
| 10 | IQLT | Ishares Msci International Q | ETF-その他 | 3.68% | -0.21% | +11.99% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.64% | — | +13.79% | |
| 12 | FPXI | First Trust International Eq | ETF-その他 | 3.41% | — | +23.80% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.81% | — | +73.20% | |
| 14 | FTGC | First Trust Global Tactical | ETF-その他 | 2.20% | — | — | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 2.19% | -0.57% | +15.46% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.11% | +0.12% | -3.86% | |
| 17 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 1.97% | — | +36.14% | |
| 18 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 1.93% | — | -46.93% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.84% | +0.33% | -9.65% | |
| 20 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.61% | — | -45.30% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.53% | — | -5.89% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.30% | +0.23% | +2.86% | |
| 23 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.11% | — | -8.97% | |
| 24 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 0.96% | — | — | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.95% | — | -5.17% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | — | +9.43% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.86% | — | +86.11% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.76% | — | +26.62% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | +25.35% | |
| 30 | EMLP | First Trust North American E | ETF-その他 | 0.70% | — | — | |
| 31 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.66% | +0.09% | +4.43% | |
| 32 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.61% | — | +1.44% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +35.09% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.50% | — | — | |
| 35 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.50% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | +29.91% | |
| 37 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.48% | — | — | |
| 38 | FMB | First Trust Managed Municipa | ETF-その他 | 0.48% | — | -24.79% | |
| 39 | PLD | Prologis INC | 株式-不動産 | 0.46% | — | +28.87% | |
| 40 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 0.46% | — | -4.68% | |
| 41 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.44% | — | -56.05% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | +6.77% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +71.37% | |
| 44 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.41% | — | -3.74% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.37% | — | +50.42% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.37% | — | +62.30% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.34% | — | +47.21% | |
| 48 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.33% | — | +79.02% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.33% | — | +86.72% | |
| 50 | ALL | Allstate CORP | 株式-金融 | 0.32% | — | +74.22% |