CIK: 0001715593
申告総資産額
$21.8億
上位200銘柄を表示中(全682銘柄)
| # | 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 | 6.14% | -0.30% | +0.79% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.53% | +0.31% | +0.96% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 4.93% | — | +32.32% | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.92% | -0.14% | +0.56% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.70% | -0.15% | +0.19% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.20% | — | -8.30% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.89% | — | +3.41% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.84% | -0.10% | -1.90% | |
| 9 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 1.82% | — | -0.15% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.62% | — | +5.24% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.29% | -1.98% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.36% | -0.12% | -1.61% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.21% | — | +3.78% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.19% | -0.12% | -0.13% | |
| 15 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 1.00% | +0.16% | +5.35% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.92% | — | -1.42% | |
| 17 | SJB | Proshares Short High Yield | ETF-ハイイールド債 | 0.86% | — | +10.99% | |
| 18 | FTGC | First Trust Global Tactical | ETF-その他 | 0.85% | +0.21% | +0.49% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | -0.18% | -3.39% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.73% | — | +2.53% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.70% | — | +212.28% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.69% | — | +0.91% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | -28.31% | |
| 24 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.62% | — | -0.68% | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.61% | — | -5.63% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | -0.32% | +0.65% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.59% | — | +0.88% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | +7.43% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | -3.21% | |
| 30 | LVHI | Franklin International Low V | ETF-その他 | 0.56% | +0.28% | -0.17% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.55% | — | +1.11% | |
| 32 | FXU | First Trust Utilities Alphad | ETF-その他 | 0.53% | — | -0.53% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.51% | — | -39.22% | |
| 34 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.51% | — | +1.51% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -9.27% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | -1.38% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.50% | — | +2.92% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | — | -2.59% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | -7.54% | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.45% | -0.13% | +1.89% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | +27.02% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.44% | — | -0.99% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.15% | +1.79% | |
| 44 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.43% | — | -0.34% | |
| 45 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.43% | — | +6.90% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.40% | — | +1.48% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | -0.37% | |
| 48 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.37% | -0.22% | -0.51% | |
| 49 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.36% | — | -2.28% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.36% | — | -1.16% |