CIK: 0001629680
申告総資産額
—
| # | 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.43% | — | +18.09% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.31% | — | +3.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.98% | — | +42.33% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.75% | — | +5.09% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.36% | — | +1.54% | |
| 6 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.95% | — | +3.47% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.88% | — | +22.67% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.77% | — | +4.91% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.73% | — | +6.49% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.63% | — | +1.45% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.54% | — | +1.16% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | — | +7.20% | |
| 13 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.31% | — | +8.98% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.20% | — | +5.58% | |
| 15 | IYZ | Ishares US Telecommunication | ETF-その他 | 2.13% | — | +5.58% | |
| 16 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 2.10% | — | +6.25% | |
| 17 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 2.02% | — | +12.17% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.89% | — | +7.10% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.84% | — | +10.09% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.74% | — | — | |
| 21 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 1.72% | — | +5.44% | |
| 22 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 1.67% | — | -1.14% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.61% | — | +3.55% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.61% | — | +29.95% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | — | +1.77% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.53% | — | -37.96% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.49% | — | +1.44% | |
| 28 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.44% | — | +11.64% | |
| 29 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 1.41% | — | — | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.41% | — | +3.17% | |
| 31 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.38% | — | +0.99% | |
| 32 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.36% | — | -54.10% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | — | +1.40% | |
| 34 | ADBE | Adobe INC | 株式-IT | 1.17% | — | +1.85% | |
| 35 | CRM | Salesforce INC | 株式-IT | 1.17% | — | +3.68% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | — | +5.85% | |
| 37 | CMF | Ishares California Muni Bond | ETF-その他 | 1.04% | — | +4.91% | |
| 38 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.02% | — | -2.14% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.99% | — | — | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.96% | — | +12.99% | |
| 41 | OKTA | Okta INC | 株式-IT | 0.93% | — | -0.22% | |
| 42 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.92% | — | +0.35% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | +6.81% | |
| 44 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.91% | — | +5.13% | |
| 45 | FTGC | First Trust Global Tactical | ETF-その他 | 0.82% | — | — | |
| 46 | INTC | Intel CORP | 株式-IT | 0.82% | — | +3.72% | |
| 47 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.80% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | — | |
| 49 | PAYC | Paycom Software INC | 株式-IT | 0.78% | — | +0.93% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | +5.30% |