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 | 6.92% | — | -2.78% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 6.13% | — | +5.39% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.05% | — | +0.83% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 5.36% | — | +1.87% | |
| 5 | FXL | First Trust Technology Alpha | ETF-テック型 | 5.20% | — | +1.75% | |
| 6 | FXO | First Trust Financial Alphad | ETF-その他 | 3.93% | — | -0.42% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.39% | — | -0.43% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.97% | — | +1.17% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.90% | — | -3.07% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.85% | — | -3.60% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.61% | — | +5.72% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.45% | — | -7.03% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.39% | — | +10.45% | |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.32% | — | -1.76% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 2.19% | — | -1.27% | |
| 16 | XPH | Ss Spdr S&p Pharma ETF | ETF-その他 | 2.03% | — | +2.02% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.99% | — | +1.35% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.90% | — | -1.08% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.67% | — | +11.25% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.57% | — | -12.61% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.52% | — | +0.64% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.33% | — | +3.37% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.28% | — | +1.99% | |
| 24 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 1.28% | — | +12.64% | |
| 25 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 1.28% | — | -0.18% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.25% | — | +2.99% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.05% | — | +1.15% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.99% | — | +10.00% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.93% | — | -5.95% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.91% | — | -10.86% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | — | -5.40% | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.89% | — | +7.10% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.85% | — | -0.85% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.84% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | — | +0.18% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.83% | — | -3.29% | |
| 37 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.79% | — | +294.11% | |
| 38 | FXN | First Trust Energy Alphadex | ETF-その他 | 0.71% | — | -2.55% | |
| 39 | EQC 6.5 PERP D | Equity Commonwealth | 株式-その他 | 0.70% | — | -9.14% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.68% | — | +0.02% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.63% | — | -4.11% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | +0.58% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.54% | — | -1.81% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | — | +0.05% | |
| 46 | UBS | UBS Group AG | 株式-金融 | 0.48% | — | — | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.45% | — | -19.48% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +1.75% | |
| 49 | FXG | First Trust Consumer Staples | ETF-その他 | 0.42% | — | +4.49% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.40% | — | — |