CIK: 0001730293
申告総資産額
$1.8億
上位200銘柄を表示中（全744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 | 4.79% | — | +2.98% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.84% | +0.58% | +3.44% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.34% | -0.75% | -18.40% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.71% | — | +2.49% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.42% | +0.36% | +0.99% | |
| 6 | FTCS | First Trust Capital Strength | ETF-その他 | 1.30% | — | +4.67% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 1.15% | +1.28% | +20.24% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.13% | — | +16.47% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.11% | -0.15% | +15.42% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.11% | +0.30% | -0.87% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | +2.26% | +73.00% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.09% | — | -20.98% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.07% | -2.64% | -0.90% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | -0.58% | +52.26% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | -1.13% | EXIT | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.80% | -0.05% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.96% | — | +14.40% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | +2.93% | -17.42% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 0.91% | — | -3.88% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | -2.03% | EXIT | |
| 21 | DFAI | Dimensional International Co | ETF-その他 | 0.84% | — | +6.02% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.84% | +0.38% | -4.57% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.76% | — | +14.01% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.70% | +0.15% | +28.29% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | -0.35% | +16.22% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.65% | -1.24% | EXIT | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.64% | -0.71% | EXIT | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.64% | — | +4.52% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.63% | -0.41% | EXIT | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | +0.15% | +18.75% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | — | +1.05% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | -0.57% | EXIT | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | +4.64% | |
| 34 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.57% | — | +5.52% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +1.77% | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.55% | — | +10.26% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | — | -30.96% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.54% | — | -4.26% | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.54% | — | -1.63% | |
| 40 | FXH | First Trust Health Care Alph | ETF-その他 | 0.53% | — | +2.02% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | -1.19% | EXIT | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | -0.31% | -14.44% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +14.97% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | +24.89% | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.45% | — | -7.59% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.44% | — | +349.59% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | +3.18% | |
| 48 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.42% | — | +25.53% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | -0.19% | +6.04% | |
| 50 | FTGC | First Trust Global Tactical | ETF-その他 | 0.41% | — | +16.42% |