CIK: 0001632965
申告総資産額
$15.2億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.71% | — | -13.47% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.68% | -1.33% | -0.19% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.64% | — | +45.81% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.62% | — | +84.93% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.48% | -0.72% | -0.78% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | — | +46.35% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.75% | — | +10.89% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 2.40% | — | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.25% | — | +11.01% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.18% | — | +24.08% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.17% | — | +9.30% | |
| 12 | F | Ford Motor Co | 株式-一般消費財 | 2.12% | — | +91.30% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.07% | — | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.94% | — | +6.81% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.92% | — | +26.09% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.86% | +0.18% | -14.54% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.81% | — | +2.98% | |
| 18 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.81% | — | +5.03% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.78% | — | +47.62% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.77% | — | +344.37% | |
| 21 | TGT | Target CORP | 株式-一般消費財 | 1.64% | -0.78% | EXIT | |
| 22 | MU | Micron Technology INC | 株式-IT | 1.63% | — | +11.82% | |
| 23 | VFH | Vanguard Financials ETF | ETF-その他 | 1.60% | — | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | — | +27.92% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.59% | — | +502.47% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.59% | — | +8.95% | |
| 27 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 1.54% | — | +239.80% | |
| 28 | ALK | Alaska Air Group INC | 株式-資本財 | 1.52% | — | +28.35% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 1.45% | — | +25.60% | |
| 30 | XRT | Ss Spdr S&p Retail ETF | ETF-その他 | 1.36% | — | +1110.99% | |
| 31 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.30% | — | +24.46% | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.16% | — | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | +0.74% | +14.67% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 1.15% | — | — | |
| 35 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.14% | — | — | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.12% | — | -22.90% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 1.02% | — | +39.22% | |
| 38 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 1.01% | — | -3.53% | |
| 39 | INDA | Ishares Msci India ETF | ETF-その他 | 1.01% | — | -12.59% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.01% | — | — | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.99% | +0.68% | -28.08% | |
| 42 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.94% | — | +134.04% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.94% | — | -34.84% | |
| 44 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.92% | — | — | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.91% | — | -37.30% | |
| 46 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.78% | — | +108.70% | |
| 47 | KSS | Kohls CORP | 株式-一般消費財 | 0.76% | — | -15.12% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.69% | — | -7.15% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.68% | — | — | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.62% | — | -31.37% |