CIK: 0001568890
申告総資産額
$2.6億
| # | 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 | XLV | Ss Health Care Select Sector | ETF-その他 | 8.25% | — | +0.07% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 6.04% | — | -0.10% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.95% | — | +0.71% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.71% | — | +11.77% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.87% | — | +99.48% | |
| 6 | FXL | First Trust Technology Alpha | ETF-テック型 | 4.68% | — | -0.66% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.59% | — | -2.48% | |
| 8 | FXO | First Trust Financial Alphad | ETF-その他 | 3.51% | — | -1.79% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.97% | — | -3.89% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.88% | — | +1.02% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.68% | — | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.48% | — | -1.30% | |
| 13 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.36% | — | -0.01% | |
| 14 | XPH | Ss Spdr S&p Pharma ETF | ETF-その他 | 2.35% | — | +0.14% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 2.30% | — | -1.51% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 2.16% | — | +1.00% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.09% | — | +0.37% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.02% | — | +0.03% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.99% | — | -1.10% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.74% | — | +4.55% | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.33% | — | +17.32% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.32% | — | +1.98% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.25% | — | +19.63% | |
| 24 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 1.15% | — | -2.29% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.09% | — | +84.47% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.04% | — | -1.22% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.94% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.91% | — | +32.20% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.89% | — | — | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | — | -2.44% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.86% | — | +2.02% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.83% | — | — | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.83% | — | — | |
| 35 | EQC 6.5 PERP D | Equity Commonwealth | 株式-その他 | 0.80% | — | — | |
| 36 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.77% | — | +169.92% | |
| 37 | FXN | First Trust Energy Alphadex | ETF-その他 | 0.74% | — | -0.95% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.72% | — | +39.94% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.67% | — | — | |
| 40 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.64% | — | +0.08% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | — | |
| 42 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.60% | — | -6.17% | |
| 43 | UBS | UBS Group AG | 株式-金融 | 0.60% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | — | +12.94% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | +0.10% | |
| 46 | FXG | First Trust Consumer Staples | ETF-その他 | 0.53% | — | -17.53% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.49% | — | -5.19% | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.44% | — | — | |
| 49 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.40% | — | -4.84% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.38% | — | +0.02% |