CIK: 0001697716
申告総資産額
$9365.8万
| # | 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 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 8.32% | -2.30% | +3.96% | |
| 2 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 6.63% | -0.14% | — | |
| 3 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 6.57% | — | — | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.72% | — | +59.28% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 5.49% | — | — | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 5.26% | — | +1898.62% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.90% | +3.80% | -32.46% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 4.09% | -1.69% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.01% | -2.87% | -22.89% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.96% | +0.60% | -14.70% | |
| 11 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 2.38% | -0.11% | +84.17% | |
| 12 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 2.31% | +0.25% | +33.25% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.16% | +0.51% | -49.19% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.15% | +0.95% | — | |
| 15 | FDS | Factset Research Systems INC | 株式-金融 | 1.77% | — | -0.40% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.73% | — | +32.31% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.54% | — | -25.23% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | +1.03% | -47.70% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.41% | — | -1.04% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.29% | — | -20.64% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.27% | — | -0.67% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | -36.38% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | — | — | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.84% | +0.21% | +14.07% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | +0.90% | -31.92% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.80% | — | +6.90% | |
| 27 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.77% | — | +8.44% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.73% | — | -29.54% | |
| 29 | TMUS | T-mobile US INC | 株式-通信サービス | 0.69% | — | -50.59% | |
| 30 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.69% | — | -4.74% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | +0.11% | -43.61% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | -0.58% | -0.71% | |
| 33 | AWK | American Water Works Co INC | 株式-公益事業 | 0.63% | — | -7.05% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | — | -13.24% | |
| 35 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.60% | — | +0.49% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | -54.97% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | +0.63% | -9.22% | |
| 38 | SPGI | S&p Global INC | 株式-金融 | 0.53% | — | -38.76% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -25.25% | |
| 40 | WCN | Waste Connections INC | 株式-資本財 | 0.52% | — | -39.42% | |
| 41 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.52% | -0.20% | EXIT | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | -29.38% | |
| 43 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.51% | — | -39.11% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.49% | — | -41.22% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | -49.20% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | -49.49% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.42% | -0.02% | -48.28% | |
| 48 | SCI | Service CORP International | 株式-一般消費財 | 0.42% | — | -39.27% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -51.70% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | -18.90% |