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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 12.38% | -0.45% | +0.71% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.37% | -0.22% | -0.50% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 11.27% | -0.17% | +4.21% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-その他 | 7.56% | +0.02% | -0.55% | |
| 5 | FXL | First Trust Technology Alpha | ETF-テック型 | 6.94% | — | +1.42% | |
| 6 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 6.73% | -5.33% | EXIT | |
| 7 | FXR | First Trust Indst/producers | ETF-その他 | 6.64% | -0.36% | +2.54% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 6.45% | — | +3.41% | |
| 9 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 6.11% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 4.86% | -0.25% | -3.76% | |
| 11 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 4.69% | — | +5.49% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.65% | +0.26% | -0.01% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | +0.20% | +0.17% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.06% | — | +0.44% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | — | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.93% | -0.95% | -0.23% | |
| 17 | CELG | Celgene CORP | 株式-その他 | 0.71% | — | — | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | +0.19% | -0.22% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.50% | — | -5.22% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | -0.33% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +0.24% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.22% | — | +0.87% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | -6.31% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.17% | — | -10.21% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.17% | — | -15.34% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | — | +0.18% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | +0.87% | |
| 29 | KR | Kroger Co | 株式-生活必需品 | 0.16% | — | -3.32% | |
| 30 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.16% | — | +0.49% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | +0.60% | NEW | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.14% | — | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.14% | — | — | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | — | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.08% | — | +0.25% | |
| 36 | ✓ | Alaunos Therapeutics INC | 株式-その他 | 0.02% | — | — |