CIK: 0001730293
申告総資産額
$1.8億
上位200銘柄を表示中（全753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 | AAPL | Apple INC | 株式-IT | 3.80% | — | +23.51% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.79% | -0.75% | -0.49% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.37% | +0.58% | +16.98% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.72% | — | +6.63% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.37% | +0.36% | +23.31% | |
| 6 | FTCS | First Trust Capital Strength | ETF-その他 | 1.32% | — | +2.95% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 1.23% | — | +6.87% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | +2.93% | -3.31% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.06% | +0.30% | +47.46% | |
| 10 | XLE | Ss Energy Select Sector | ETF-その他 | 1.04% | — | +28.03% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.98% | -0.15% | +62.40% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | +1.28% | +25.77% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | -1.13% | EXIT | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | — | +14.07% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.92% | -0.57% | EXIT | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | +0.38% | -0.88% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.87% | — | +283.68% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | — | -40.12% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | -0.80% | +17.41% | |
| 20 | DFAI | Dimensional International Co | ETF-その他 | 0.76% | — | +11.70% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.74% | — | +50.01% | |
| 22 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.69% | — | +15.43% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | -0.58% | -34.07% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.62% | — | -14.79% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | -1.19% | EXIT | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | +2.26% | -3.87% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.59% | -2.64% | +9.76% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | -0.31% | -25.44% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | -2.03% | EXIT | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.58% | — | — | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.58% | -0.71% | EXIT | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.57% | -1.24% | EXIT | |
| 33 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.57% | — | — | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.57% | — | +10.89% | |
| 35 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.56% | — | +15.26% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.56% | — | -7.17% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.55% | — | -20.23% | |
| 38 | FXH | First Trust Health Care Alph | ETF-その他 | 0.55% | — | +4.07% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | +6.94% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.52% | +0.15% | +13.89% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.51% | — | -29.23% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.51% | -0.41% | EXIT | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.51% | — | +61.80% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | +0.15% | +11.12% | |
| 45 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.50% | — | +8.18% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | -10.15% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | +40.07% | |
| 48 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.45% | — | +244.08% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | -3.82% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.43% | -0.45% | EXIT |