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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 15.69% | +0.36% | -0.86% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 12.06% | -0.45% | +15.03% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.73% | -0.22% | +2.30% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.67% | -0.17% | -3.57% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.26% | — | +2.64% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.26% | -0.25% | -1.10% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.81% | -0.69% | — | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.77% | — | -1.95% | |
| 9 | FXL | First Trust Technology Alpha | ETF-テック型 | 4.43% | — | +9.63% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.35% | +0.26% | +30.46% | |
| 11 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 4.32% | -5.33% | EXIT | |
| 12 | FDN | First Trust Dj Internet Ind | ETF-その他 | 4.31% | +0.02% | +8.53% | |
| 13 | FXH | First Trust Health Care Alph | ETF-その他 | 3.06% | — | +18.89% | |
| 14 | FXN | First Trust Energy Alphadex | ETF-その他 | 2.90% | — | — | |
| 15 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 2.22% | -0.14% | -7.83% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 0.97% | — | +0.62% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | +0.20% | +16.70% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | -0.05% | -3.44% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | — | -31.21% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | -15.15% | |
| 21 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.32% | — | -4.95% | |
| 22 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 0.27% | — | — | |
| 23 | CEQPUSD | Crestwood Equity Partners LP | 株式-その他 | 0.15% | — | — |