CIK: 0001715593
申告総資産額
$21.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.95% | -0.30% | +19.02% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.73% | +0.31% | +16.34% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.38% | -0.15% | +22.95% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 6.56% | — | +57.45% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.42% | — | +12.80% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.43% | — | +10.10% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.95% | — | +20.31% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.77% | — | +16.68% | |
| 9 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.65% | — | +10.16% | |
| 10 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.57% | — | +10.69% | |
| 11 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.41% | — | +10.45% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.38% | — | +33.29% | |
| 13 | DORM | Dorman Products INC | 株式-一般消費財 | 1.33% | — | — | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.32% | — | +10.96% | |
| 15 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.20% | — | +19.12% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.09% | +0.17% | +18.80% | |
| 17 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 1.08% | — | +9.22% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.08% | — | +7.97% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | +26.96% | |
| 20 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.07% | — | +17.11% | |
| 21 | FTGC | First Trust Global Tactical | ETF-その他 | 0.97% | +0.21% | +10.38% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.93% | — | +1274.70% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.85% | — | +220.68% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | — | +3.65% | |
| 25 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.80% | — | +2.66% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.29% | +35.80% | |
| 27 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.79% | +0.11% | +6.64% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | — | +22.35% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.69% | -0.10% | +11.14% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +17.42% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.65% | -0.13% | +10.07% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | +9.61% | |
| 33 | HSBC 6.2 PERP A | Hsbc Holdings PLC | 株式-金融 | 0.64% | — | +61927.27% | |
| 34 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.64% | — | +32.63% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +11.63% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.60% | — | +38.16% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +99.90% | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.55% | — | +10.65% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.15% | +133.63% | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.51% | — | +14.61% | |
| 41 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.49% | — | +20305.13% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +11.48% | |
| 43 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.48% | — | — | |
| 44 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.47% | — | +13.09% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +9.89% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +54.85% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.45% | — | +22.54% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | -17.76% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.44% | — | +27.55% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -0.12% |