CIK: 0001578370
申告総資産額
$4.6億
| # | 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 | FTCS | First Trust Capital Strength | ETF-その他 | 6.54% | — | +0.02% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.32% | — | -0.24% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.23% | — | -0.28% | |
| 4 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 5.97% | — | — | |
| 5 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 5.70% | — | -0.13% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.30% | +0.16% | — | |
| 7 | ✓ | Vaneck ETF Trust Vaneck Ig Flo | ETF-その他 | 5.28% | — | — | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 4.18% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.01% | -1.33% | +0.77% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.68% | — | +0.41% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.52% | — | -0.24% | |
| 12 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 3.08% | — | +0.44% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 2.93% | — | +0.85% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.72% | — | +0.47% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.65% | — | +0.09% | |
| 16 | FXO | First Trust Financial Alphad | ETF-その他 | 2.38% | — | +1.25% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.35% | — | +1.31% | |
| 18 | IDLV | Invesco S&p International De | ETF-その他 | 2.29% | — | — | |
| 19 | PGHY | Invesco Global Ex US High Yi | ETF-その他 | 2.12% | — | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -2.12% | +4.21% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.78% | — | +0.49% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.61% | — | +0.57% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 1.45% | +2.36% | NEW | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.43% | — | -2.37% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.29% | — | -0.07% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.28% | — | — | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.27% | — | +1.06% | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 1.15% | — | -3.12% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.89% | — | +1.20% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.82% | -0.05% | -5.26% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | -0.14% | -3.66% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.55% | — | +0.07% | |
| 33 | PGX | Invesco Preferred ETF | ETF-その他 | 0.43% | — | — | |
| 34 | PCEF | Invesco Cef Income Composite | ETF-その他 | 0.36% | — | — | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.34% | — | +0.17% | |
| 36 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.33% | — | +24.48% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | — | — | |
| 38 | OKE | Oneok INC | 株式-エネルギー | 0.30% | — | — | |
| 39 | PCAR | Paccar INC | 株式-資本財 | 0.30% | — | +0.47% | |
| 40 | FISV | Fiserv INC | 株式-その他 | 0.29% | — | — | |
| 41 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.29% | — | +3.47% | |
| 42 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 0.27% | — | — | |
| 43 | DTH | Wisdomtree International Hig | ETF-その他 | 0.27% | — | +0.22% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.26% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | +0.13% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.04% | — | |
| 47 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.25% | -0.10% | -1.72% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | — | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.23% | — | — | |
| 50 | ✓ | Advisorshares Tr | 株式-その他 | 0.21% | — | -0.85% |