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 | FXL | First Trust Technology Alpha | ETF-テック型 | 8.55% | -0.21% | -3.37% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.25% | -0.16% | -4.49% | |
| 3 | IYK | Ishares US Consumer Staples | ETF-その他 | 6.09% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 5.01% | -0.15% | -0.55% | |
| 5 | FTGC | First Trust Global Tactical | ETF-その他 | 3.87% | — | +2294.26% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 3.61% | +0.27% | -3.87% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 3.50% | +0.38% | +9.89% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.23% | — | -64.96% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.66% | — | -4.61% | |
| 10 | FXO | First Trust Financial Alphad | ETF-その他 | 2.46% | — | -12.08% | |
| 11 | DBE | Invesco Db Energy Fund | ETF-その他 | 2.04% | — | +402.23% | |
| 12 | DBO | Invesco Db Oil Fund | ETF-その他 | 2.03% | — | +523.63% | |
| 13 | EVH | Evolent Health INC - A | 株式-その他 | 1.79% | — | -13.94% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.28% | +10.20% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.49% | — | -11.65% | |
| 16 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.49% | — | -11.45% | |
| 17 | ACHC | Acadia Healthcare Co INC | 株式-その他 | 1.38% | — | -15.05% | |
| 18 | CSX | Csx CORP | 株式-資本財 | 1.25% | — | -12.75% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.22% | -0.07% | -13.17% | |
| 20 | SPB | Spectrum Brands Holdings INC | 株式-その他 | 1.16% | — | -13.70% | |
| 21 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 1.14% | — | -13.47% | |
| 22 | COR | Cencora INC | 株式-ヘルスケア | 1.13% | — | -14.72% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | — | +14.29% | |
| 24 | ICE | Intercontinental Exchange In | 株式-金融 | 1.08% | — | -12.24% | |
| 25 | ALKS | Alkermes plc | 株式-ヘルスケア | 1.08% | — | — | |
| 26 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.06% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.03% | — | +13.43% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.98% | — | -6.56% | |
| 29 | DREUSD | Duke Realty CORP | 株式-その他 | 0.97% | — | +18.48% | |
| 30 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.96% | — | +14.34% | |
| 31 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.92% | — | -11.30% | |
| 32 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.88% | — | -9.95% | |
| 33 | CWEN | Clearway Energy Inc-c | 株式-公益事業 | 0.86% | — | — | |
| 34 | NXST | Nexstar Media Group INC | 株式-通信サービス | 0.85% | — | +19.24% | |
| 35 | ZWS | Zurn Elkay Water Solutions C | 株式-資本財 | 0.84% | — | — | |
| 36 | PXI | Invesco Dorsey Wright Energy | ETF-その他 | 0.84% | — | +29.94% | |
| 37 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.83% | — | — | |
| 38 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.83% | — | +19.31% | |
| 39 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.83% | — | — | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.82% | — | — | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.81% | -0.31% | +17.72% | |
| 42 | DVN | Devon Energy CORP | 株式-エネルギー | 0.78% | — | +17.00% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.04% | +1067.22% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.13% | — | |
| 45 | PSL | Invesco Dorsey Wright Consum | ETF-その他 | 0.75% | — | — | |
| 46 | WMB | Williams Cos INC | 株式-エネルギー | 0.74% | +0.14% | — | |
| 47 | PUI | Invesco Dorsey Wright Utilit | ETF-その他 | 0.69% | — | — | |
| 48 | PYZ | Invesco Dorsey Wright Basic | ETF-その他 | 0.68% | +0.12% | NEW | |
| 49 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.67% | — | — | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.66% | — | -1.10% |