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 | 12.56% | -0.45% | -2.68% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.88% | -0.22% | -2.04% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 11.85% | -0.17% | -0.87% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-その他 | 6.62% | +0.02% | -6.82% | |
| 5 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 6.31% | -5.33% | EXIT | |
| 6 | FXL | First Trust Technology Alpha | ETF-テック型 | 6.22% | — | -4.90% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.84% | — | -8.23% | |
| 8 | FXH | First Trust Health Care Alph | ETF-その他 | 5.60% | — | — | |
| 9 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 5.15% | — | -5.62% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.85% | +0.26% | -8.58% | |
| 11 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 3.51% | -0.14% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 3.45% | -0.25% | -11.06% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 3.09% | — | -29.82% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.31% | -0.05% | — | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.25% | — | — | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.17% | -0.95% | +24.91% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | +0.20% | -16.89% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.94% | — | -10.34% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.82% | — | — | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | -16.01% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | — | +339.71% | |
| 22 | WPC | Wp Carey INC | 株式-不動産 | 0.59% | — | — | |
| 23 | CELG | Celgene CORP | 株式-その他 | 0.54% | — | -5.73% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.53% | — | -6.96% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | +0.19% | +7.43% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | -36.24% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -18.06% | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.32% | — | — | |
| 29 | AFINUSD | Necessity Retail Reit Inc/th | 株式-その他 | 0.24% | — | — | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.23% | — | +0.43% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | +0.96% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.20% | — | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | +0.42% | |
| 35 | KR | Kroger Co | 株式-生活必需品 | 0.18% | — | +4.47% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.18% | — | -40.86% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | +0.60% | NEW | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.17% | — | +0.55% | |
| 39 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.17% | — | +0.32% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.17% | — | +0.31% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | — | +0.06% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.16% | — | — | |
| 43 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.07% | — | — | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.06% | — | -0.63% | |
| 45 | ✓ | Alaunos Therapeutics INC | 株式-その他 | 0.01% | — | — |