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 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 7.04% | +0.18% | +18.74% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-その他 | 5.34% | +0.62% | +2.41% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-その他 | 4.86% | -0.07% | +4.02% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.39% | -0.46% | +6371.72% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.95% | +0.05% | -2.33% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.33% | +0.28% | +40.02% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.22% | +0.23% | +17.17% | |
| 8 | DSTX | Distillate International Fun | ETF-その他 | 2.88% | -0.14% | +2.73% | |
| 9 | SMCO | Hilton Small-midcap Opp ETF | ETF-その他 | 2.77% | +0.17% | +8.23% | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.70% | +0.15% | +10.52% | |
| 11 | NFTY | First Trust India Nifty 50 E | ETF-その他 | 2.56% | -0.03% | +3.88% | |
| 12 | JSI | Jh Securitized Income ETF | ETF-その他 | 2.50% | — | +10.16% | |
| 13 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.49% | +0.10% | -0.37% | |
| 14 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.98% | +0.29% | +21.01% | |
| 15 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.96% | -0.07% | +11.17% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.93% | -0.04% | -6.59% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-その他 | 1.83% | +0.22% | +4.47% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.78% | — | -3.81% | |
| 19 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 1.73% | -0.46% | +18.90% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.70% | +0.12% | -35.71% | |
| 21 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.61% | +0.33% | -16.62% | |
| 22 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.45% | — | -10.88% | |
| 23 | DEUS | Xtrackers Russell US Multi | ETF-その他 | 1.41% | — | -2.84% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.41% | — | +13.88% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 1.37% | — | +9.28% | |
| 26 | IQLT | Ishares Msci International Q | ETF-その他 | 1.28% | -0.21% | +6.19% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.20% | — | -3.92% | |
| 28 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.16% | +0.06% | -10.21% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 1.15% | -0.57% | -2.15% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | — | +164.14% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.95% | +0.23% | -2.99% | |
| 32 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.84% | +0.09% | -7.99% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.77% | — | -0.07% | |
| 34 | FXN | First Trust Energy Alphadex | ETF-その他 | 0.72% | -0.36% | -14.32% | |
| 35 | FMHI | First Trust Municipal High I | ETF-その他 | 0.69% | -0.50% | -37.63% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.67% | +0.07% | -8.33% | |
| 37 | EMLP | First Trust North American E | ETF-その他 | 0.67% | — | -1.48% | |
| 38 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.65% | — | -41.91% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.63% | — | — | |
| 40 | FXR | First Trust Indst/producers | ETF-その他 | 0.62% | — | -0.66% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | -4.02% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | — | -5.17% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.50% | — | -5.08% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.49% | — | — | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | +11.08% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | -2.01% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.41% | — | -5.25% | |
| 48 | FXO | First Trust Financial Alphad | ETF-その他 | 0.39% | — | -0.29% | |
| 49 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.38% | +0.36% | -12.95% | |
| 50 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.36% | — | — |