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 | 11.73% | -0.45% | +3.99% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.98% | -0.17% | +3.96% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.72% | -0.22% | -1.40% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 10.48% | +0.36% | -2.90% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.23% | — | +9.43% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.46% | — | +4.44% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.27% | -0.25% | -2.58% | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 3.81% | -5.33% | EXIT | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.81% | +0.26% | +12.62% | |
| 10 | FXL | First Trust Technology Alpha | ETF-テック型 | 3.62% | — | +5.49% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.27% | +0.02% | +5.68% | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 3.18% | — | +9.29% | |
| 13 | FXU | First Trust Utilities Alphad | ETF-その他 | 2.93% | -0.70% | +6.16% | |
| 14 | FXO | First Trust Financial Alphad | ETF-その他 | 2.88% | -0.97% | +7.62% | |
| 15 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 2.55% | -0.14% | -0.82% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | +0.20% | +2.44% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.99% | -0.05% | -3.39% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.97% | — | +1.50% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.89% | — | +3.37% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.85% | — | +4.26% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +4.41% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | -0.95% | +0.52% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | +0.19% | +2.96% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.52% | — | +44.46% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.47% | — | +13.87% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.41% | — | — | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.40% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | +34.55% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.36% | — | +7.47% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | +1.36% | +2.00% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.30% | — | -4.93% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | -14.33% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.60% | NEW | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | +0.23% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.18% | — | — | |
| 37 | AEP | American Electric Power | 株式-公益事業 | 0.17% | — | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.17% | — | +1.11% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.17% | — | +2.83% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.15% | — | -1.19% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.14% | — | +0.06% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.14% | — | +1.37% | |
| 43 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.13% | — | +0.33% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.13% | — | +5.20% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | — | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | +0.14% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.13% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.12% | — | — | |
| 49 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.12% | — | +0.69% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.12% | — | — |