CIK: 0001717027
申告総資産額
$3.7億
| # | 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 | FVD | First Trust Value Line Dvd | ETF-その他 | 8.12% | -0.01% | -2.87% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 7.91% | +0.03% | -2.31% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.72% | — | -4.24% | |
| 4 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 6.67% | — | +2.05% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.39% | -0.01% | +4.24% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.56% | — | -1.25% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-その他 | 5.06% | — | — | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.83% | — | +9.80% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.67% | -4.03% | -4.45% | |
| 10 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 4.65% | — | +3.28% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-その他 | 4.52% | +0.07% | -3.40% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.68% | — | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.45% | -0.07% | +1.00% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 3.36% | — | +13.44% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.31% | -0.06% | +0.98% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-その他 | 3.08% | — | — | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 2.53% | -0.12% | -1.77% | |
| 18 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 2.46% | — | +3.72% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.87% | +0.05% | -72.89% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.41% | +0.02% | -0.06% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.27% | +0.06% | +37.17% | |
| 22 | FIW | First Trust Water ETF | ETF-その他 | 1.18% | -0.06% | +0.35% | |
| 23 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.82% | -0.02% | -76.98% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.51% | — | — | |
| 25 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.43% | — | — | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.40% | — | — | |
| 27 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.39% | — | +4.06% | |
| 28 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.34% | — | -4.88% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.33% | — | — | |
| 30 | ✓ | Ishares Tr | 株式-その他 | 0.31% | — | -6.55% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.29% | +0.05% | +4.24% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.27% | -0.02% | -4.50% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.26% | -0.02% | -1.25% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | — | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.21% | — | -1.40% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.20% | -0.06% | EXIT | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.16% | — | +0.75% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.14% | — | -3.02% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.13% | -0.17% | EXIT | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.11% | — | -9.10% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.10% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.10% | — | — | |
| 44 | ZM | Zoom Communications INC | 株式-IT | 0.09% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.09% | -0.06% | EXIT | |
| 46 | WPC | Wp Carey INC | 株式-不動産 | 0.09% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.08% | — | — | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.08% | -0.06% | EXIT | |
| 49 | PBI | Pitney Bowes INC | 株式-その他 | 0.03% | — | — | |
| 50 | CX | Cemex Sab-spons Adr Part Cer | 株式-その他 | 0.02% | — | — |