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 | 13.34% | +0.36% | +2.32% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 10.16% | -0.45% | +1.92% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.54% | -0.69% | +4.10% | |
| 4 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 6.19% | -0.01% | +0.68% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.99% | +0.26% | +2.39% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.81% | -0.22% | -0.53% | |
| 7 | FXR | First Trust Indst/producers | ETF-その他 | 5.49% | -0.36% | +1.43% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-その他 | 5.43% | +0.02% | +3.18% | |
| 9 | AAPL | Apple INC | 株式-IT | 5.01% | -0.25% | +0.30% | |
| 10 | FXD | First Trust Consumer Discret | ETF-その他 | 4.96% | — | +2606.71% | |
| 11 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 4.95% | -5.33% | EXIT | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.94% | -0.17% | +1.09% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.35% | +1.36% | +5.40% | |
| 14 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 1.55% | -0.14% | +4.26% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | +0.20% | -1.88% | |
| 16 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.82% | -0.13% | -2.73% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -2.02% | |
| 18 | UCB | United Community Banks/ga | 株式-金融 | 0.70% | -0.09% | EXIT | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +4.45% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | +0.19% | +13.92% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.50% | — | -2.14% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.48% | — | +40.55% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | — | +5.58% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | +33.55% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +5.20% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | -2.00% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +17.05% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | +0.04% | |
| 29 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.27% | -0.14% | +0.18% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.27% | -0.95% | +0.51% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.60% | NEW | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.27% | -0.05% | -3.57% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.26% | — | +1.61% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | — | -2.84% | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.23% | — | +0.88% | |
| 36 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.23% | -0.04% | -20.66% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | — | +35.03% | |
| 38 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.18% | +0.06% | -4.78% | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 0.17% | — | +19.72% | |
| 40 | BX | Blackstone INC | 株式-金融 | 0.16% | — | +28.73% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | +6.93% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | — | +6.69% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.14% | — | +0.35% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.14% | — | +7.13% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | — | — | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.13% | — | -0.49% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | — | +8.12% | |
| 48 | KR | Kroger Co | 株式-生活必需品 | 0.12% | — | +0.27% | |
| 49 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.12% | — | +0.27% | |
| 50 | SHOP | Shopify INC - Class A | 株式-IT | 0.11% | — | +0.01% |