CIK: 0001731448
申告総資産額
$3.5億
| # | 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 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 6.00% | +1.23% | +0.43% | |
| 2 | FMHI | First Trust Municipal High I | ETF-その他 | 5.39% | — | +50.95% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.53% | -0.24% | -33.36% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.50% | -0.24% | +6.53% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.07% | -0.11% | +57.64% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.79% | -0.05% | +35.90% | |
| 7 | IFV | First Trust Dw Focus 5 Intl | ETF-その他 | 2.61% | — | +38.66% | |
| 8 | CAT | Caterpillar INC | 株式-資本財 | 2.32% | +0.22% | +25.67% | |
| 9 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.21% | — | +15.55% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.17% | -0.42% | EXIT | |
| 11 | WM | Waste Management INC | 株式-資本財 | 2.16% | — | -2.38% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.09% | — | +3.28% | |
| 13 | ARKW | Ark Next Generation Internet | ETF-その他 | 2.05% | — | -17.93% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.00% | +0.17% | -1.90% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.00% | — | +10.73% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.79% | — | -0.38% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.78% | — | -17.42% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.77% | — | +96.44% | |
| 19 | FSMB | First Trust Short Dur Manag | ETF-その他 | 1.75% | — | -3.75% | |
| 20 | TXN | Texas Instruments INC | 株式-IT | 1.72% | — | -3.52% | |
| 21 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.70% | — | -2.66% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.70% | -1.01% | -2.53% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.65% | — | +7.14% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 1.62% | — | -37.69% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.60% | — | +55.41% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | -0.66% | — | |
| 27 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.53% | — | -1.18% | |
| 28 | EXR | Extra Space Storage INC | 株式-不動産 | 1.49% | — | — | |
| 29 | ITW | Illinois Tool Works | 株式-資本財 | 1.46% | — | — | |
| 30 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 1.38% | — | -0.49% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 1.26% | +0.76% | +18.14% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.20% | — | -27.81% | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.07% | — | +0.95% | |
| 34 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.01% | — | -16.69% | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 0.88% | — | — | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.86% | — | +1.78% | |
| 37 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.82% | — | +5.94% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.79% | — | -1.35% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.76% | -0.49% | +5.77% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | — | +76.53% | |
| 41 | DG | Dollar General CORP | 株式-生活必需品 | 0.71% | — | +3.18% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | -1.40% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.69% | — | -2.11% | |
| 44 | IPO | Renaissance Ipo ETF | ETF-その他 | 0.65% | — | — | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +1.21% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.62% | — | +19.53% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.61% | — | +84.51% | |
| 48 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 0.61% | — | +206.01% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.57% | — | +68.65% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | — |