CIK: 0001720235
申告総資産額
$3.7億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 14.51% | -0.24% | +576.62% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.22% | -0.05% | +490.36% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.66% | — | -4.43% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.09% | — | +1047.98% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.66% | -0.09% | -61.55% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.57% | — | +491.66% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.11% | -0.31% | +6.40% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.29% | -0.10% | -62.75% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 2.13% | — | -64.12% | |
| 10 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.78% | — | — | |
| 11 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.77% | — | +114.97% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.74% | — | -61.10% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.69% | -0.11% | +25.32% | |
| 14 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.50% | — | +79.93% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.40% | — | -25.79% | |
| 16 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.35% | — | +40.50% | |
| 17 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 1.22% | — | +83.30% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | -0.34% | -13.97% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.15% | — | -65.24% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.98% | — | -2.07% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.96% | — | -62.14% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.95% | — | -30.86% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.86% | — | -54.80% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.85% | +0.33% | +447.08% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.18% | -44.46% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.80% | — | -61.85% | |
| 27 | PNI | Pimco Ny Muni INC Ii Fnd | 株式-その他 | 0.74% | — | +864.15% | |
| 28 | IRM | Iron Mountain INC | 株式-不動産 | 0.60% | — | +17.24% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | -22.65% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -25.99% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.55% | — | -26.75% | |
| 32 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.54% | — | — | |
| 33 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.49% | — | +52.98% | |
| 34 | BGS | B&g Foods INC | 株式-その他 | 0.47% | — | — | |
| 35 | CLM | Cornerstone Strategic Invest | 株式-その他 | 0.46% | — | -16.52% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -33.07% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | -39.85% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | -41.83% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | +47.60% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | -75.11% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | -13.41% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | — | -54.36% | |
| 43 | PDCOEUR | Patterson Cos INC | 株式-その他 | 0.39% | — | — | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | -45.78% | |
| 45 | VIXYUSD | Proshares Vix Short-term Fut | ETF-その他 | 0.38% | — | +79.82% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.35% | — | -13.43% | |
| 47 | ✓ | Eaton Vance Tax-adv Bd & Opt | 株式-その他 | 0.34% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | -0.27% | -52.62% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | -12.30% | |
| 50 | GT | Goodyear Tire & Rubber Co | 株式-一般消費財 | 0.34% | — | — |