CIK: 0001964532
申告総資産額
$3.0億
| # | 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 | SH1USD | Proshares Short S&p500 | ETF-その他 | 16.20% | — | — | |
| 2 | PSQUSD | Proshares Short Qqq | ETF-その他 | 15.97% | — | — | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 14.16% | +0.23% | +8.26% | |
| 4 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 12.83% | — | +232.17% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.67% | +0.14% | -8.06% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.90% | — | -0.78% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.73% | — | -2.67% | |
| 8 | FTCS | First Trust Capital Strength | ETF-その他 | 1.67% | -0.28% | EXIT | |
| 9 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.29% | — | -4.19% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.20% | +0.08% | -6.22% | |
| 11 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 1.15% | — | -29.17% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.14% | +0.17% | +0.93% | |
| 13 | RJF | Raymond James Financial INC | 株式-金融 | 1.10% | +0.05% | — | |
| 14 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.06% | +0.10% | +0.29% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.01% | -1.18% | EXIT | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.92% | — | -93.60% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.07% | +2.10% | |
| 18 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.76% | — | -0.73% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | +0.04% | -4.26% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.72% | +0.09% | -54.21% | |
| 21 | GM | General Motors Co | 株式-一般消費財 | 0.70% | -0.17% | -1.58% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | +0.41% | -2.92% | |
| 23 | SYK | Stryker CORP | 株式-ヘルスケア | 0.63% | +0.04% | — | |
| 24 | DBAW | Xtrackers Msci All World Ex | ETF-その他 | 0.61% | — | -56.13% | |
| 25 | FMB | First Trust Managed Municipa | ETF-その他 | 0.56% | — | -19.49% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.54% | — | +0.50% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | +0.07% | -7.92% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | -0.47% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | +0.32% | -10.11% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | +0.16% | -6.29% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.49% | — | +4.42% | |
| 32 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.48% | — | -0.42% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.46% | — | -13.21% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.08% | — | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.41% | — | -5.01% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | +0.24% | -0.79% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.38% | +0.02% | -2.21% | |
| 38 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.38% | +0.06% | +2.53% | |
| 39 | OSK | Oshkosh CORP | 株式-資本財 | 0.37% | +0.10% | — | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.35% | — | -5.48% | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.34% | — | -2.27% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | +0.19% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | -4.18% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.32% | +0.02% | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.32% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.31% | — | — | |
| 47 | FTNT | Fortinet INC | 株式-IT | 0.30% | -0.14% | EXIT | |
| 48 | F | Ford Motor Co | 株式-一般消費財 | 0.30% | — | +32.11% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.27% | — | +15.35% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | — | -1.68% |