CIK: 0001629680
申告総資産額
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| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.18% | — | +1605.42% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.21% | — | -12.23% | |
| 3 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.80% | — | -4.92% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.79% | — | -15.77% | |
| 5 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.64% | — | +5.16% | |
| 6 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.63% | — | +18.07% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.57% | — | -34.72% | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.55% | — | +0.14% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.52% | — | +308.19% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.49% | — | +35.49% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.46% | — | +46.40% | |
| 12 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 2.43% | — | +33.24% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.43% | — | -6.26% | |
| 14 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 2.42% | — | +33.61% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.23% | — | -25.68% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.14% | — | -15.49% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.11% | — | +51.32% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.08% | — | — | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.05% | — | +44.53% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.93% | — | -17.25% | |
| 21 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.91% | — | +9.87% | |
| 22 | IYZ | Ishares US Telecommunication | ETF-その他 | 1.80% | — | -3.29% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.77% | — | -27.98% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.68% | — | -55.81% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.57% | — | +70.29% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.50% | — | +1.90% | |
| 27 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.47% | — | +1509.10% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | — | -1.53% | |
| 29 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.40% | — | +87.02% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.32% | — | -12.11% | |
| 31 | CRM | Salesforce INC | 株式-IT | 1.28% | — | -7.49% | |
| 32 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 1.28% | — | -1.06% | |
| 33 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.22% | — | -2.14% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.21% | — | — | |
| 35 | FEMB | First Trust Emerging Markets | ETF-新興国市場 | 1.19% | — | — | |
| 36 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 1.19% | — | -23.78% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.19% | — | — | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | — | +4.88% | |
| 39 | ADBE | Adobe INC | 株式-IT | 1.13% | — | -3.38% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.12% | — | — | |
| 41 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 1.09% | — | -31.64% | |
| 42 | FTGC | First Trust Global Tactical | ETF-その他 | 0.90% | — | +13.29% | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.89% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.81% | — | +8.73% | |
| 45 | PAYC | Paycom Software INC | 株式-IT | 0.78% | — | +14.04% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -22.58% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.76% | — | +907.65% | |
| 48 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.76% | — | -21.29% | |
| 49 | OKTA | Okta INC | 株式-IT | 0.75% | — | -14.24% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | -12.10% |