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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 14.81% | -0.05% | +8.36% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 13.39% | -0.24% | -11.67% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 10.22% | — | +16.37% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.67% | — | +4.62% | |
| 5 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.37% | — | +6.00% | |
| 6 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 2.87% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.43% | -0.09% | -5.53% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.08% | -0.11% | +430.96% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.00% | — | — | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.74% | — | +12.44% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.64% | -0.10% | -4.21% | |
| 12 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.32% | — | +20.83% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.31% | — | +398.03% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.18% | +25.70% | |
| 15 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 1.24% | — | +9.26% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | -0.34% | -0.22% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.93% | — | +6.47% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | -2.69% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.79% | — | +6.11% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.77% | -0.31% | -6.71% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.70% | — | +17.79% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.70% | — | -2.30% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +12.80% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.69% | — | -13.88% | |
| 25 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.62% | — | -0.92% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.58% | — | +10.83% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.56% | — | +22.48% | |
| 28 | CFG | Citizens Financial Group | 株式-金融 | 0.56% | — | +34.58% | |
| 29 | ICLKGBP | Iclick Interactive Asia-adr | 株式-その他 | 0.56% | — | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.55% | — | -1.60% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.54% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | +36.66% | |
| 33 | IRM | Iron Mountain INC | 株式-不動産 | 0.53% | — | +10.61% | |
| 34 | GEF | Greif Inc-cl A | 株式-その他 | 0.51% | — | — | |
| 35 | IP | International Paper Co | 株式-一般消費財 | 0.49% | — | +54.23% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +0.01% | |
| 37 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.46% | — | — | |
| 38 | NWL | Newell Brands INC | 株式-生活必需品 | 0.45% | — | +22.06% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.44% | — | +16.70% | |
| 40 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.44% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | -1.86% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.43% | — | — | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | +122.56% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | -2.55% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | +5.72% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.39% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | — | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.37% | — | +16.55% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | +6.82% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.33% | — | -18.69% |