CIK: 0001729299
申告総資産額
$14.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.87% | -0.85% | +0.59% | |
| 2 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 5.87% | — | +25.50% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.88% | — | -67.04% | |
| 4 | CDC | Victoryshares US Eq Income E | ETF-その他 | 2.30% | — | +26.52% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.13% | — | +12.02% | |
| 6 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 2.04% | — | — | |
| 7 | IDV | Ishares International Select | ETF-その他 | 2.03% | — | -1.64% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.01% | — | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.91% | — | -9.76% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.88% | — | +12.05% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.79% | — | +13.86% | |
| 12 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 1.78% | — | +9.68% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.72% | +0.15% | +15.92% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.69% | — | +10.08% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.66% | — | +16.78% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.55% | — | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | -0.02% | +6.66% | |
| 18 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.47% | — | -3.39% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | -0.21% | +1.79% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.30% | — | +6.47% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.21% | — | -82.56% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.20% | — | -27.82% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.19% | — | -15.91% | |
| 24 | CFA | Victoryshares US 500 Volatil | ETF-その他 | 1.16% | — | +76.21% | |
| 25 | ✓ | Corporate Capital Trust | 株式-その他 | 1.13% | — | +1.76% | |
| 26 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 1.11% | — | +12.39% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | +1.55% | |
| 28 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.00% | — | +185.23% | |
| 29 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.99% | — | +3.29% | |
| 30 | IP | International Paper Co | 株式-一般消費財 | 0.97% | — | +2.19% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | -0.55% | +3.11% | |
| 32 | GRIN | VictoryShares International Fre | 株式-その他 | 0.95% | — | +38.44% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.15% | +6.10% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.92% | — | +18.40% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | +10.29% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | — | -2.38% | |
| 37 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 0.83% | — | -1.03% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.83% | — | +11.53% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.77% | — | -4.07% | |
| 40 | CSB | VictoryShares US Small Cap High Div Volatility Wtd ETF | ETF-中小型株 | 0.74% | — | +17.79% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.05% | -0.60% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.72% | — | -16.95% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +15.01% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | +5.95% | |
| 45 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.66% | — | -12.65% | |
| 46 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.64% | — | +5.49% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +8.52% | |
| 48 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.61% | — | +4.87% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | +16.35% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | -13.17% |