CIK: 0001742569
申告総資産額
$4.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.62% | -0.22% | +3.28% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 12.61% | -0.45% | +2.19% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 12.20% | -0.17% | +2.86% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-その他 | 7.34% | +0.02% | +4.17% | |
| 5 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 7.23% | -5.33% | EXIT | |
| 6 | FXR | First Trust Indst/producers | ETF-その他 | 6.46% | -0.36% | +6.86% | |
| 7 | FXU | First Trust Utilities Alphad | ETF-その他 | 6.39% | -0.70% | +7.99% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.71% | — | +17.38% | |
| 9 | FTXO | First Trust Nasdaq Bank ETF | ETF-テック型 | 5.67% | — | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.72% | +0.26% | +102.55% | |
| 11 | AAPL | Apple INC | 株式-IT | 4.34% | -0.25% | -1.71% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 3.73% | — | +3.33% | |
| 13 | CELG | Celgene CORP | 株式-その他 | 1.53% | — | -1.42% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | +0.20% | +0.45% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.34% | -0.95% | -7.11% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | -2.31% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.04% | — | -4.87% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | +0.37% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | -6.49% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.42% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | -1.12% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.34% | — | -4.65% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.34% | — | +0.31% | |
| 24 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.29% | — | -8.91% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | +0.26% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | +0.19% | +0.35% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | — | — | |
| 28 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.21% | — | — | |
| 29 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.19% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.19% | — | +0.10% | |
| 31 | ✓ | Alaunos Therapeutics INC | 株式-その他 | 0.06% | — | — | |
| 32 | NOG1EUR | Northern Oil And Gas INC | 株式-その他 | 0.03% | — | +2.69% |