CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中(全3051銘柄)
| # | 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 | AAPL | Apple INC | 株式-IT | 2.55% | -0.02% | -8.59% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.06% | — | -17.28% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | — | +22.81% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.53% | -0.30% | +82.62% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.49% | — | -3.63% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.20% | +0.31% | +5.27% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | — | +6.11% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | -7.82% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.05% | — | -0.94% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.03% | — | -10.97% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.01% | — | +7.26% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.14% | -11.94% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.94% | — | -0.13% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.91% | — | +4.42% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.89% | — | +12.51% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.81% | +0.05% | -18.53% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.81% | — | +2.80% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.79% | — | +102.11% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | -4.57% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.02% | -2.84% | |
| 21 | FTGC | First Trust Global Tactical | ETF-その他 | 0.74% | — | +7.56% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | — | -5.72% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | -0.03% | -19.58% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.65% | — | +7.37% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | -7.89% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | +0.10% | -5.34% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.58% | — | -5.68% | |
| 28 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.58% | — | +1.24% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.56% | +0.25% | -6.12% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.09% | -21.01% | |
| 31 | IOCT | Innovator Int Dev Power Buff | ETF-その他 | 0.55% | — | -11.03% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.55% | — | +38.31% | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.54% | — | -44.53% | |
| 34 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.54% | — | +4035.06% | |
| 35 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 0.53% | — | +8409.21% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | — | -49.96% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.52% | — | +119.47% | |
| 38 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.51% | -0.28% | +234.34% | |
| 39 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.51% | — | +5.84% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | -0.33% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.48% | — | -10.37% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.48% | — | -0.57% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.48% | — | +1.54% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.47% | — | +3526.70% | |
| 45 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.47% | — | +1.57% | |
| 46 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.47% | +0.05% | +1070.88% | |
| 47 | GSSC | Goldman Sachs Activebeta US | ETF-コモディティ | 0.45% | — | +13.19% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.44% | +0.22% | +10.51% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.44% | — | +115.52% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.43% | +0.04% | -2.58% |