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 | 12.26% | -0.45% | +2.61% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.67% | -0.22% | +1.44% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 11.63% | -0.17% | +2.73% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-その他 | 6.74% | +0.02% | -0.25% | |
| 5 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 6.51% | -5.33% | EXIT | |
| 6 | FXL | First Trust Technology Alpha | ETF-テック型 | 6.45% | — | -0.55% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.61% | — | +1.68% | |
| 8 | FXH | First Trust Health Care Alph | ETF-その他 | 5.39% | — | +1.30% | |
| 9 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 5.36% | — | -0.06% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.76% | +0.26% | +2.32% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.61% | -0.25% | +1.44% | |
| 12 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 3.24% | -0.14% | +7.16% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 3.01% | — | +3.99% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | -0.05% | — | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.20% | — | +1.88% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.08% | -0.95% | -1.46% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.01% | +0.20% | +4.02% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | — | +0.04% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +4.12% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | — | -1.11% | |
| 21 | CELG | Celgene CORP | 株式-その他 | 0.69% | — | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | +0.19% | +18.66% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.61% | — | +1.74% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | -0.80% | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.40% | — | +15.76% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +2.60% | |
| 27 | AFINUSD | Necessity Retail Reit Inc/th | 株式-その他 | 0.32% | — | +95.28% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +2.30% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | +30.15% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.26% | — | +50.55% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.25% | +1.36% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.60% | NEW | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.22% | — | +0.46% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | — | +14.63% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.20% | — | +8.69% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.20% | — | — | |
| 38 | AEP | American Electric Power | 株式-公益事業 | 0.19% | — | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +0.84% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.17% | — | -1.23% | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.16% | — | +0.44% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | — | +0.12% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.15% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | — | |
| 45 | ✓ | 株式-その他 | 0.14% | — | — | ||
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.14% | — | — | |
| 47 | KR | Kroger Co | 株式-生活必需品 | 0.14% | — | -2.99% | |
| 48 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.13% | -0.04% | — | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.13% | — | — | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.07% | — | +12.39% |