CIK: 0001731169
申告総資産額
$8.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.43% | -0.10% | +3.97% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 9.35% | -0.07% | +1.08% | |
| 3 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 8.41% | — | +11.47% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-その他 | 7.15% | -0.06% | +4.81% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.07% | -0.26% | +0.94% | |
| 6 | FTGC | First Trust Global Tactical | ETF-その他 | 3.98% | — | +18.54% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.60% | +0.01% | +0.02% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 3.03% | -0.09% | +0.02% | |
| 9 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 2.96% | — | +13.10% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.57% | -0.16% | +5.26% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.49% | +0.25% | +24.66% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.22% | +1.18% | |
| 13 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.21% | — | -25.78% | |
| 14 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.95% | — | +4.96% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.82% | — | +39.91% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | -0.18% | +2004.53% | |
| 17 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.59% | — | +195.42% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.29% | — | -0.53% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.26% | +0.87% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.26% | — | +16.02% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 1.09% | — | +2.60% | |
| 22 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 1.07% | — | +90.06% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.01% | — | -2.30% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.98% | -0.06% | -6.27% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.95% | -0.05% | +1.13% | |
| 26 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.93% | — | +0.98% | |
| 27 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.90% | — | -2.00% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.83% | — | -32.01% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | -0.13% | -0.68% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | -0.04% | +12.75% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.59% | -1.47% | -9.71% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.56% | — | +2.18% | |
| 33 | EQRR | Proshrs Eqty Rising Rate ETF | ETF-その他 | 0.49% | — | — | |
| 34 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.47% | — | -3.71% | |
| 35 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.40% | — | +2.96% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | -0.07% | +4.60% | |
| 37 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.37% | +0.25% | -13.05% | |
| 38 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 0.34% | — | +98.42% | |
| 39 | FXH | First Trust Health Care Alph | ETF-その他 | 0.33% | — | +1.83% | |
| 40 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.33% | -0.03% | +34.01% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.33% | — | -4.77% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.32% | — | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.30% | — | +11.04% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.29% | -0.21% | -25.01% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.29% | — | +3.02% | |
| 46 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.29% | — | -1.99% | |
| 47 | EVRG | Evergy INC | 株式-公益事業 | 0.28% | — | +0.59% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.28% | — | +7.93% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +5.87% | |
| 50 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.27% | — | — |