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 | 3.66% | -0.31% | +1.18% | |
| 2 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.03% | -0.47% | -1.22% | |
| 3 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.60% | +0.08% | +1.60% | |
| 4 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 2.31% | -0.15% | +3.48% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.27% | -0.05% | +1.59% | |
| 6 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.16% | — | -0.16% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.88% | — | +1.81% | |
| 8 | REZ | Ishars Res And Multi Reales | ETF-その他 | 1.63% | — | -0.78% | |
| 9 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.58% | -0.17% | +3.17% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.56% | — | -1.15% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.52% | -0.08% | +2.95% | |
| 12 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.49% | +0.17% | +2.16% | |
| 13 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.45% | — | +1.81% | |
| 14 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 1.44% | — | -1.41% | |
| 15 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.43% | +0.09% | — | |
| 16 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.41% | +0.12% | +4.60% | |
| 17 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.40% | — | +0.70% | |
| 18 | PSCC | Invesco S&p Smallcap Consume | ETF-その他 | 1.39% | -0.06% | +1.33% | |
| 19 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 1.31% | — | -1.33% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.29% | — | +1.07% | |
| 21 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 1.16% | -0.08% | +2.79% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.13% | -0.32% | +14.74% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.13% | — | +8.36% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.10% | — | +8.47% | |
| 25 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.08% | — | -3.47% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.02% | — | +5.66% | |
| 27 | POWA | Invesco Bloomberg Pricing Po | ETF-その他 | 0.98% | — | -3.24% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.98% | — | +0.44% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.96% | — | +3.42% | |
| 30 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.94% | — | -4.54% | |
| 31 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.94% | +0.07% | +0.32% | |
| 32 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.91% | -0.10% | +11.14% | |
| 33 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.89% | — | -0.95% | |
| 34 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 0.86% | -0.22% | -0.16% | |
| 35 | FXO | First Trust Financial Alphad | ETF-その他 | 0.85% | — | +4.49% | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.80% | — | +0.38% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.80% | — | +0.49% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.18% | +1.74% | |
| 39 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.72% | — | -5.02% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.69% | — | -2.96% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.16% | +4.39% | |
| 42 | PSCT | Invesco S&p Smallcap Informa | ETF-その他 | 0.68% | — | -3.39% | |
| 43 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.67% | — | -0.30% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.66% | — | -2.73% | |
| 45 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.65% | — | -1.25% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.65% | — | +4.19% | |
| 47 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | -1.50% | |
| 48 | FXG | First Trust Consumer Staples | ETF-その他 | 0.64% | — | -0.32% | |
| 49 | FPX | First Trust US Equity Opport | ETF-その他 | 0.63% | — | +0.38% | |
| 50 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.62% | — | +3.67% |