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 | 12.25% | +0.36% | -3.98% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 9.53% | -0.45% | +4.04% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.67% | -0.17% | -2.93% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.35% | -0.22% | -3.16% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.02% | -0.69% | +15.93% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.07% | +0.26% | +13.55% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.82% | -0.25% | -0.28% | |
| 8 | FXL | First Trust Technology Alpha | ETF-テック型 | 4.62% | — | +7.94% | |
| 9 | FXD | First Trust Consumer Discret | ETF-その他 | 4.61% | — | +13.44% | |
| 10 | FTXR | First Trust Nasdaq Transport | ETF-テック型 | 4.57% | — | +18.26% | |
| 11 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 4.57% | -5.33% | EXIT | |
| 12 | FXR | First Trust Indst/producers | ETF-その他 | 4.44% | -0.36% | — | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.82% | — | +0.84% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.58% | — | — | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.94% | — | -63.76% | |
| 16 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 1.23% | -0.14% | -7.23% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | +0.20% | +2.02% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +1.48% | |
| 19 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.59% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | +0.19% | +4.99% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.53% | — | -1.39% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | -0.05% | -1.69% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.41% | — | -2.50% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.40% | — | +27.80% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | +3.33% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +6.54% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.34% | — | -0.52% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.33% | — | -0.87% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.33% | -0.95% | +0.41% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.29% | — | -2.78% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | — | -5.20% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | +8.30% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.25% | — | +0.14% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | -0.11% | |
| 35 | CEQPUSD | Crestwood Equity Partners LP | 株式-その他 | 0.22% | — | — | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.22% | — | -4.66% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | +0.60% | NEW | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | +1.00% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.17% | — | +20.48% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.16% | +1.36% | +10.40% | |
| 41 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 0.15% | — | -44.52% | |
| 42 | KR | Kroger Co | 株式-生活必需品 | 0.15% | — | +73.74% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | — | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.14% | — | +14.70% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.14% | — | +2.76% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.13% | — | — | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.13% | — | +0.13% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | — | +27.68% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.11% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | +1.40% |