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 | 12.01% | -0.45% | +5.19% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.19% | -0.22% | +3.39% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 11.10% | +0.36% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.68% | -0.17% | +4.58% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.49% | — | — | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.34% | — | +2.53% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.73% | -0.25% | -0.18% | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 3.59% | -5.33% | EXIT | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.50% | +0.26% | +3.31% | |
| 10 | FXL | First Trust Technology Alpha | ETF-テック型 | 3.44% | — | -41.23% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.35% | +0.02% | -41.20% | |
| 12 | FXU | First Trust Utilities Alphad | ETF-その他 | 3.12% | -0.70% | -39.03% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 3.00% | — | +5.64% | |
| 14 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 2.94% | -0.14% | +1.71% | |
| 15 | FXO | First Trust Financial Alphad | ETF-その他 | 2.84% | -0.97% | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.07% | -0.05% | -2.29% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.98% | — | -5.85% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.97% | — | -3.95% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | +0.20% | -6.24% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | +0.14% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | -1.14% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | -0.95% | -12.93% | |
| 23 | CELG | Celgene CORP | 株式-その他 | 0.64% | — | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | +0.19% | +2.31% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.42% | — | -7.65% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.40% | — | -0.35% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | -2.96% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | — | +0.13% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | +1.36% | +80.36% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.31% | — | +0.05% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.60% | NEW | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | -16.41% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.20% | — | -2.67% | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.19% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.19% | — | +1.64% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.17% | — | +6.25% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.16% | — | +0.55% | |
| 40 | FISV | Fiserv INC | 株式-その他 | 0.15% | — | — | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.15% | — | +0.54% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.14% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.14% | — | -5.54% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.14% | — | — | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.14% | — | +2.44% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.14% | — | +1.94% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.13% | — | +0.55% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | +0.07% | |
| 49 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.13% | -0.04% | +0.94% | |
| 50 | KR | Kroger Co | 株式-生活必需品 | 0.13% | — | -11.15% |