CIK: 0001765278
申告総資産額
$3.2億
| # | 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 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.60% | -7.75% | -5.80% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 5.02% | -1.02% | — | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.82% | +1.14% | +0.03% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.12% | — | +227.41% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.60% | -1.61% | +437.87% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.35% | — | -66.36% | |
| 7 | IRM | Iron Mountain INC | 株式-不動産 | 2.94% | — | -0.57% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.94% | — | +4.25% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.92% | -2.21% | +138.81% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.90% | -0.89% | EXIT | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.88% | — | +452.08% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.82% | — | -9.85% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.68% | +1.24% | +155.59% | |
| 14 | WPC | Wp Carey INC | 株式-不動産 | 2.62% | — | -3.04% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.52% | — | +1462.77% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.32% | +0.52% | +2746.32% | |
| 17 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.31% | +1.54% | NEW | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.99% | +0.62% | +1057.62% | |
| 19 | EWI | Ishares Msci Italy ETF | ETF-その他 | 1.75% | — | — | |
| 20 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.69% | — | — | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.64% | — | -0.78% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.62% | — | +6.02% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.56% | — | +189.69% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.50% | — | +174.49% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.42% | — | +144.99% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.39% | — | +170.45% | |
| 27 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.37% | -0.88% | +6.62% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.35% | — | — | |
| 29 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 1.32% | — | +13202.29% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.25% | +0.58% | — | |
| 31 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.24% | -1.23% | -1.75% | |
| 32 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 1.21% | — | — | |
| 33 | ARCC | Ares Capital CORP | 株式-金融 | 1.20% | — | -3.83% | |
| 34 | DIV | Global X Superdividend Use | ETF-その他 | 1.19% | — | — | |
| 35 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 1.12% | — | +73.80% | |
| 36 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 1.10% | — | — | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.05% | — | -0.45% | |
| 38 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 1.01% | — | — | |
| 39 | AAPL | Apple INC | 株式-IT | 0.96% | — | -1.97% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.84% | -0.72% | EXIT | |
| 41 | USVM | Victoryshares US Small Mid C | ETF-その他 | 0.78% | -0.78% | EXIT | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.74% | — | +3.93% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.72% | — | -8.05% | |
| 44 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.63% | — | -49.06% | |
| 45 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.63% | — | — | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.62% | — | -3.23% | |
| 47 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.61% | — | -0.83% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | — | +0.57% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.59% | — | +6101.67% | |
| 50 | FEMB | First Trust Emerging Markets | ETF-新興国市場 | 0.51% | — | +0.12% |