CIK: 0001802387
申告総資産額
$4.0億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.82% | — | -3.60% | |
| 2 | RIGS | Alps Strategic Incme Fd-usdi | ETF-その他 | 3.60% | — | +41.03% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.12% | — | +4.58% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.00% | -0.02% | +3.22% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.71% | — | -9.92% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.69% | — | +5.36% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.65% | — | +5.34% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.22% | — | +4.63% | |
| 9 | FPEI | First Trust Institutional Pr | ETF-その他 | 2.14% | — | +5.35% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.76% | — | +211.76% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.67% | — | +791.19% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.63% | -0.25% | +4.00% | |
| 13 | PCN | Pimco Corporate & Income Str | 株式-その他 | 1.56% | — | +7.11% | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.55% | — | — | |
| 15 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.50% | — | +7.06% | |
| 16 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.48% | — | +8.03% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.44% | — | +18.61% | |
| 18 | DSU | Blackrock Debt Strategies | 株式-その他 | 1.40% | — | +3.89% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | — | +2.57% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.33% | — | +18.79% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.33% | +5.07% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.27% | — | +7.31% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.14% | — | +35.63% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.12% | — | +3.65% | |
| 25 | EMLP | First Trust North American E | ETF-その他 | 1.08% | — | +6.95% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.00% | — | -7.74% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | +1.76% | |
| 28 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.93% | — | +8.40% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.92% | — | +12.84% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.92% | — | +33.84% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | +1.92% | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.86% | — | +8.83% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | — | +6.87% | |
| 34 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.85% | — | +7.53% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.84% | — | -1.25% | |
| 36 | DEED | First Trust Securitized Plus | ETF-その他 | 0.83% | — | +58.22% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.81% | — | — | |
| 38 | RFDA | Alps Dynamic US Dividend Adv | ETF-その他 | 0.80% | — | -3.87% | |
| 39 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.79% | — | +2.69% | |
| 40 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.75% | — | +79.09% | |
| 41 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | — | -0.69% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.74% | — | +1.45% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | +7.95% | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.68% | — | +18.40% | |
| 45 | FID | First Trust S&p Internationa | ETF-その他 | 0.68% | — | +5.67% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | -0.23% | +3.96% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.67% | — | +17.56% | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.67% | — | +685.96% | |
| 49 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.67% | — | +3.53% | |
| 50 | VOX | Vanguard Communication Servi | ETF-その他 | 0.65% | — | +56.67% |