CIK: 0001652348
申告総資産額
$2.4億
| # | 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 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 7.95% | — | -0.77% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 6.99% | — | -10.63% | |
| 3 | FXL | First Trust Technology Alpha | ETF-テック型 | 5.44% | -0.21% | — | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.33% | -0.16% | +11.95% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.29% | -0.15% | -8.06% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.84% | — | -4.82% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.52% | — | +23.68% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.21% | — | +252.63% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.12% | -0.16% | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.96% | — | +4.73% | |
| 11 | DHR | Danaher CORP | 株式-ヘルスケア | 1.74% | — | -22.53% | |
| 12 | PGR | Progressive CORP | 株式-金融 | 1.73% | — | +4.40% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.71% | -0.07% | -16.68% | |
| 14 | KEYS | Keysight Technologies In | 株式-IT | 1.70% | — | -20.71% | |
| 15 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.68% | — | -23.65% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.61% | — | -17.32% | |
| 17 | ICE | Intercontinental Exchange In | 株式-金融 | 1.60% | — | -12.50% | |
| 18 | BAX | Baxter International INC | 株式-ヘルスケア | 1.59% | — | -7.14% | |
| 19 | CYRX | Cryoport INC | 株式-その他 | 1.53% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.04% | — | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.51% | — | -23.58% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.49% | -0.28% | -2.70% | |
| 23 | KR | Kroger Co | 株式-生活必需品 | 1.45% | — | — | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.38% | — | — | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.37% | — | — | |
| 26 | SPLKCHF | Splunk INC | 株式-その他 | 1.33% | — | -10.51% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.28% | — | -6.81% | |
| 28 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.23% | — | -9.80% | |
| 29 | CCXIEUR | Chemocentryx INC | 株式-その他 | 1.22% | — | — | |
| 30 | APOEUR | Apollo Asset Management INC | 株式-その他 | 1.19% | — | -4.33% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.16% | — | -4.45% | |
| 32 | XENE | Xenon Pharmaceuticals INC | 株式-その他 | 1.16% | — | — | |
| 33 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 0.99% | — | +6.55% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | +0.41% | |
| 35 | PGX | Invesco Preferred ETF | ETF-その他 | 0.87% | — | +6.74% | |
| 36 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.84% | — | +57.81% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.84% | — | -0.25% | |
| 38 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.84% | — | +6.04% | |
| 39 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.83% | -0.13% | +0.76% | |
| 40 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.82% | — | +1.96% | |
| 41 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.77% | — | — | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.77% | -0.05% | -20.28% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.77% | — | -7.39% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.76% | +0.27% | -16.03% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.74% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | -8.43% | |
| 47 | AEP | American Electric Power | 株式-公益事業 | 0.72% | — | -7.48% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.72% | — | -8.11% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.70% | — | +4.66% | |
| 50 | PETS | Petmed Express INC | 株式-その他 | 0.69% | — | — |