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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 12.46% | -0.17% | +1.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.98% | -0.22% | -6.67% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 11.95% | -0.45% | -1.69% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 6.90% | — | +9.49% | |
| 5 | FDN | First Trust Dj Internet Ind | ETF-その他 | 6.62% | +0.02% | -8.93% | |
| 6 | FXR | First Trust Indst/producers | ETF-その他 | 6.54% | -0.36% | -3.94% | |
| 7 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 6.44% | -5.33% | EXIT | |
| 8 | FTXO | First Trust Nasdaq Bank ETF | ETF-テック型 | 6.39% | — | +0.15% | |
| 9 | FXL | First Trust Technology Alpha | ETF-テック型 | 5.84% | — | — | |
| 10 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 4.85% | — | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.39% | +0.26% | -1.21% | |
| 12 | AAPL | Apple INC | 株式-IT | 4.30% | -0.25% | +0.11% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | +0.20% | -0.23% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.22% | — | +10.23% | |
| 15 | CELG | Celgene CORP | 株式-その他 | 1.07% | — | +7.20% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | -0.95% | -9.36% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | +2.37% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | — | +1.46% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +13.60% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | +0.19% | +62.50% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | — | +7.34% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.28% | — | +0.35% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.27% | — | -2.36% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | — | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | +25.81% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.22% | — | +45.91% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | — | — | |
| 29 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.18% | — | +0.26% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +8.62% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.17% | — | — | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.17% | — | +0.88% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.17% | — | — | |
| 34 | ✓ | Powershares ETF Trust | ETF-その他 | 0.16% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | — | -5.16% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | — | — | |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.15% | — | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.15% | — | — | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.15% | — | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | +0.14% | NEW | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.06% | — | — | |
| 42 | ✓ | Alaunos Therapeutics INC | 株式-その他 | 0.03% | — | — |