CIK: 0000947517
申告総資産額
$2.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 3.84% | -0.31% | +0.72% | |
| 2 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.77% | -0.47% | +0.29% | |
| 3 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.53% | +0.08% | -0.58% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.40% | -0.05% | -0.44% | |
| 5 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 2.18% | -0.15% | +3.91% | |
| 6 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.83% | — | +0.53% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.82% | — | +0.61% | |
| 8 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.68% | -0.17% | +2.63% | |
| 9 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.64% | — | +11.14% | |
| 10 | REZ | Ishars Res And Multi Reales | ETF-その他 | 1.63% | — | +1.38% | |
| 11 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 1.58% | — | +6.95% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.54% | -0.08% | +2.58% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.51% | — | +0.96% | |
| 14 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.41% | +0.09% | — | |
| 15 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.39% | +0.12% | +1.33% | |
| 16 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.36% | +0.17% | +1.01% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.31% | -0.32% | +2.83% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.29% | — | +0.63% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.26% | — | +0.70% | |
| 20 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 1.25% | — | -0.37% | |
| 21 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 1.24% | -0.08% | +11.31% | |
| 22 | PSCC | Invesco S&p Smallcap Consume | ETF-その他 | 1.14% | -0.06% | +3.20% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.09% | — | +5.08% | |
| 24 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.03% | — | -1.03% | |
| 25 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 1.02% | -0.22% | -0.72% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.97% | — | +6.81% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.96% | — | +4.31% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.94% | — | +2.87% | |
| 29 | POWA | Invesco Bloomberg Pricing Po | ETF-その他 | 0.93% | — | +0.17% | |
| 30 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.92% | — | +3.99% | |
| 31 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.91% | +0.07% | +0.31% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.91% | — | +4.52% | |
| 33 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.89% | — | -1.83% | |
| 34 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.88% | — | -1.63% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.83% | -0.10% | +22.41% | |
| 36 | FXO | First Trust Financial Alphad | ETF-その他 | 0.80% | — | +3.28% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.18% | +0.66% | |
| 38 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.78% | -0.10% | +4.00% | |
| 39 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.78% | — | -1.02% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | — | +5.79% | |
| 41 | APTSUSD | Preferred Apartment Communit | 株式-その他 | 0.74% | — | -0.27% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.16% | +2.11% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.72% | — | +0.49% | |
| 44 | PSCT | Invesco S&p Smallcap Informa | ETF-その他 | 0.70% | — | -0.66% | |
| 45 | GGME | Invesco Next Gen Media And G | ETF-その他 | 0.69% | -0.06% | — | |
| 46 | FPX | First Trust US Equity Opport | ETF-その他 | 0.69% | — | +0.88% | |
| 47 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.67% | — | -0.47% | |
| 48 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.65% | — | +2.30% | |
| 49 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.64% | — | -0.75% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.63% | — | -1.57% |