CIK: 0001911087
申告総資産額
$1.4億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.70% | -1.06% | +1.87% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 7.48% | -0.43% | +4.37% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-その他 | 5.35% | +0.86% | +1.71% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.60% | -0.30% | -0.13% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.47% | +0.18% | -0.55% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 4.15% | +0.51% | -0.65% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.32% | -0.20% | -1.40% | |
| 8 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 2.54% | — | -1.25% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.54% | — | +0.10% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 2.16% | — | -1.31% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.03% | -0.17% | +0.16% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.86% | — | -1.82% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.81% | — | +2.59% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.71% | +0.06% | -2.82% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.66% | — | +0.87% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.65% | — | -0.30% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.63% | — | -1.16% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.63% | +0.15% | -0.77% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.58% | +0.52% | +68.94% | |
| 20 | FTCS | First Trust Capital Strength | ETF-その他 | 1.55% | -0.73% | +5.87% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.46% | — | +1.94% | |
| 22 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 1.37% | — | -2.28% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.33% | — | +1.14% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.17% | — | +25.18% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.17% | — | +278.66% | |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.14% | — | -0.70% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.10% | +0.11% | +2.78% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | -0.13% | — | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.04% | +0.08% | -1.95% | |
| 30 | FXO | First Trust Financial Alphad | ETF-その他 | 1.02% | — | — | |
| 31 | FXR | First Trust Indst/producers | ETF-その他 | 1.01% | -0.49% | +2.77% | |
| 32 | ET | Energy Transfer LP | 株式-エネルギー | 0.97% | — | +1.98% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.94% | +0.12% | +3.91% | |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.92% | — | +12.89% | |
| 35 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.91% | — | +5.30% | |
| 36 | FXD | First Trust Consumer Discret | ETF-その他 | 0.86% | — | +4.07% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | — | +4.05% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | -3.07% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.82% | — | -1.48% | |
| 40 | IYF | Ishares US Financials ETF | ETF-その他 | 0.74% | — | — | |
| 41 | GE | General Electric | 株式-資本財 | 0.72% | — | — | |
| 42 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.64% | — | +6.60% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.61% | — | +1.09% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.57% | — | -16.79% | |
| 45 | FITB | Fifth Third Bancorp | 株式-金融 | 0.55% | — | — | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | — | — | |
| 47 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.52% | — | — | |
| 48 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.52% | — | — | |
| 49 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.49% | -0.80% | EXIT | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.41% | — | — |