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 | 12.72% | +0.36% | -1.47% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 8.76% | -0.45% | -2.95% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.10% | -0.69% | +0.84% | |
| 4 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 6.32% | -0.01% | -3.39% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.58% | -0.22% | -2.50% | |
| 6 | FXR | First Trust Indst/producers | ETF-その他 | 5.56% | -0.36% | +0.47% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.49% | +0.26% | -1.30% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-その他 | 5.46% | +0.02% | -1.51% | |
| 9 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 5.16% | -5.33% | EXIT | |
| 10 | FXD | First Trust Consumer Discret | ETF-その他 | 5.03% | — | +0.34% | |
| 11 | AAPL | Apple INC | 株式-IT | 4.20% | -0.25% | -0.16% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.89% | +1.36% | +0.35% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.79% | -0.17% | -6.03% | |
| 14 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 2.80% | -0.14% | +112.83% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.85% | +0.06% | +1079.55% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.78% | -0.07% | +16477.25% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | +0.20% | -1.44% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.70% | — | +8.54% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | -2.04% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | +0.19% | +0.42% | |
| 21 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.58% | -0.13% | -3.03% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -11.33% | |
| 23 | UCB | United Community Banks/ga | 株式-金融 | 0.46% | -0.09% | EXIT | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | -0.95% | +3.91% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | -4.66% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | -1.46% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +22.39% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.34% | — | -24.22% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | -0.82% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.30% | — | +0.28% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.30% | — | +3.69% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | +0.21% | |
| 33 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.24% | -0.14% | -4.88% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.60% | NEW | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | -2.28% | |
| 36 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.21% | -0.04% | +0.29% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.20% | -0.05% | -19.73% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.19% | +0.54% | NEW | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.19% | — | -6.34% | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.19% | — | -2.42% | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.18% | — | -2.11% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.18% | — | +7.58% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.18% | — | +24.54% | |
| 44 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.16% | +0.03% | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | — | +8.64% | |
| 46 | SHOP | Shopify INC - Class A | 株式-IT | 0.13% | — | +1.01% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | — | — | |
| 48 | BX | Blackstone INC | 株式-金融 | 0.12% | — | +0.03% | |
| 49 | KR | Kroger Co | 株式-生活必需品 | 0.12% | — | +0.20% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.12% | — | +2.30% |