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 | 13.45% | +0.36% | +1.06% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 12.04% | -0.45% | +0.27% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 9.10% | -0.69% | +0.78% | |
| 4 | FTXN | First Trust Nasdaq Oil & Gas | ETF-テック型 | 6.99% | — | +0.66% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.42% | +0.26% | +1.81% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.35% | -0.22% | +0.16% | |
| 7 | FXN | First Trust Energy Alphadex | ETF-その他 | 6.04% | — | +2.11% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.37% | -0.17% | -6.21% | |
| 9 | FXR | First Trust Indst/producers | ETF-その他 | 5.33% | -0.36% | +1.19% | |
| 10 | FTXG | First Trust Nasdaq Food & Be | ETF-テック型 | 5.20% | — | -3.14% | |
| 11 | FXZ | First Trust Materials Alphad | ETF-その他 | 4.95% | — | -6.70% | |
| 12 | AAPL | Apple INC | 株式-IT | 4.40% | -0.25% | +0.24% | |
| 13 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 1.49% | -0.14% | +1.22% | |
| 14 | PECO | Phillips Edison & Company In | 株式-不動産 | 1.09% | -0.13% | -3.50% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | +0.20% | +0.90% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +0.63% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.63% | — | +113.97% | |
| 18 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.51% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | -3.67% | |
| 20 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.37% | -0.04% | +4.22% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | — | -2.87% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | -0.05% | +1.06% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | -0.95% | +12.85% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | +0.19% | +9.23% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -1.29% | |
| 26 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.30% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +0.57% | |
| 28 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.25% | +0.06% | -9.44% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | — | +10.97% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.25% | — | -0.26% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.24% | — | +4.50% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.24% | — | +0.09% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.23% | — | +0.32% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.22% | +1.36% | +1.01% | |
| 35 | FXD | First Trust Consumer Discret | ETF-その他 | 0.20% | — | — | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.20% | — | -1.65% | |
| 37 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.19% | -5.33% | EXIT | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.17% | — | +0.19% | |
| 39 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.16% | -0.14% | +9.58% | |
| 40 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.16% | — | +321.47% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | — | +0.09% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | +0.60% | NEW | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | — | +43.65% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.15% | — | +0.61% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | — | -2.96% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | — | |
| 47 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.14% | +0.02% | +1.57% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | — | +5.71% | |
| 49 | KR | Kroger Co | 株式-生活必需品 | 0.14% | — | +0.23% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.13% | — | +11.92% |