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 | 9.64% | -0.10% | +2.94% | |
| 2 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 7.96% | — | +0.42% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-その他 | 6.91% | -0.06% | -3.18% | |
| 4 | FTGC | First Trust Global Tactical | ETF-その他 | 6.00% | — | +51.73% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.12% | -0.26% | +2.91% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.09% | -0.07% | -56.14% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.87% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 3.82% | +0.01% | -0.17% | |
| 9 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 3.00% | -0.09% | +0.08% | |
| 10 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 2.97% | — | -1.15% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.80% | -0.16% | +9.55% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.40% | +0.25% | -5.08% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.33% | -0.22% | +0.75% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.17% | — | -0.01% | |
| 15 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.03% | — | +4.05% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.18% | -2.25% | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.61% | — | +2533.77% | |
| 18 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.57% | — | -0.37% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.38% | — | +7.87% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.27% | — | +0.83% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -0.26% | +1931.99% | |
| 22 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.11% | +0.25% | +181.22% | |
| 23 | XLB | Ss Materials Select Sector | ETF-その他 | 1.00% | — | -5.48% | |
| 24 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.98% | — | -1.42% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.97% | -0.06% | -1.29% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.95% | — | -0.86% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.91% | -0.05% | -3.64% | |
| 28 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.90% | — | -0.57% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | -0.04% | +23.30% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.13% | +1850.34% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.72% | — | +145.84% | |
| 32 | TAXF | American Century Diver Muni | ETF-その他 | 0.68% | — | — | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.61% | -1.47% | -0.92% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.50% | — | -10.47% | |
| 35 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.44% | — | -1.99% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.42% | — | +48.39% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.41% | -0.03% | +30.47% | |
| 38 | EQRR | Proshrs Eqty Rising Rate ETF | ETF-その他 | 0.40% | — | -19.27% | |
| 39 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 0.40% | — | +17.56% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.39% | — | +2.24% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | -0.07% | -2.92% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.34% | — | +1.73% | |
| 43 | FXH | First Trust Health Care Alph | ETF-その他 | 0.33% | — | +0.86% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.31% | — | +21.70% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.31% | — | -2.77% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.29% | -0.21% | +0.15% | |
| 47 | EVRG | Evergy INC | 株式-公益事業 | 0.27% | — | +0.54% | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.27% | — | +6.69% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.26% | +0.02% | +9.53% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | -0.08% | -1.11% |