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 | 9.31% | -1.06% | -0.25% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 6.44% | -0.43% | -1.14% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.99% | +0.86% | +1.90% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.65% | -0.30% | +0.47% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.18% | +0.18% | +0.95% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.93% | +0.51% | +0.22% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.05% | -0.20% | -0.07% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.04% | — | +4.94% | |
| 9 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 2.32% | — | +0.84% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 2.15% | — | +2.90% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.09% | +0.06% | +2.14% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.90% | — | +4.29% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.88% | — | +1.96% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.85% | — | +2.49% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.80% | — | -18.95% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.76% | -0.17% | -0.71% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.73% | — | +4.05% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.57% | +0.15% | +1.12% | |
| 19 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 1.49% | — | +1.60% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | — | -4.33% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.40% | — | -4.79% | |
| 22 | FTCS | First Trust Capital Strength | ETF-その他 | 1.38% | -0.73% | -0.07% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.28% | +0.52% | -24.38% | |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.15% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | — | +1.28% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.12% | — | +0.22% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.06% | +0.08% | +2.39% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | -0.13% | — | |
| 29 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.03% | -0.80% | EXIT | |
| 30 | GE | General Electric | 株式-資本財 | 0.95% | — | +0.44% | |
| 31 | FXO | First Trust Financial Alphad | ETF-その他 | 0.93% | — | +0.31% | |
| 32 | ET | Energy Transfer LP | 株式-エネルギー | 0.88% | — | +15.56% | |
| 33 | FXR | First Trust Indst/producers | ETF-その他 | 0.85% | -0.49% | +0.03% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.80% | +0.12% | +0.76% | |
| 35 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.79% | — | -0.13% | |
| 36 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.77% | — | +6.08% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.77% | — | +0.13% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | — | +4.82% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | -0.58% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | -1.65% | |
| 41 | FXU | First Trust Utilities Alphad | ETF-その他 | 0.71% | +0.12% | +0.44% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +65.52% | |
| 43 | LNC | Lincoln National CORP | 株式-金融 | 0.67% | -0.15% | +4.48% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.65% | +0.11% | +3.02% | |
| 45 | IYF | Ishares US Financials ETF | ETF-その他 | 0.65% | — | -8.52% | |
| 46 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.58% | -0.30% | — | |
| 47 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-テック型 | 0.56% | -0.23% | +2.20% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | -1.15% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | -1.36% | |
| 50 | FITB | Fifth Third Bancorp | 株式-金融 | 0.51% | — | — |