CIK: 0001640638
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 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 13.72% | -0.31% | +1.41% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 12.49% | -0.60% | +1.34% | |
| 3 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 10.78% | — | -0.33% | |
| 4 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 9.65% | -0.78% | +7.14% | |
| 5 | ✓ | Powershares ETF Trust | ETF-その他 | 7.87% | — | +6.25% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 4.93% | -0.34% | +1.20% | |
| 7 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 4.91% | -0.33% | +3.83% | |
| 8 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 4.48% | — | +2.76% | |
| 9 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 3.60% | — | — | |
| 10 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 3.58% | — | — | |
| 11 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.22% | — | +775.48% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.97% | -13.73% | — | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.62% | — | — | |
| 14 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.34% | — | +430.56% | |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.24% | — | +852.45% | |
| 16 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.17% | — | — | |
| 17 | 90002USD | Guggenheim Bulletshares 2018 | ETF-その他 | 1.14% | — | +781.07% | |
| 18 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.11% | — | +339.51% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.80% | — | +216.34% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.74% | +0.53% | +32.06% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.68% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.65% | +1.08% | -0.71% | |
| 23 | ✓ | Isle Of Capri Casinos | 株式-その他 | 0.64% | — | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | -0.02% | -0.47% | |
| 25 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.61% | — | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.58% | +0.54% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | +4.16% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.38% | +0.44% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | +0.87% | +9.99% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.31% | -0.17% | +86.42% | |
| 31 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 0.28% | — | — | |
| 32 | EME | Emcor Group INC | 株式-資本財 | 0.27% | — | — | |
| 33 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.27% | — | — | |
| 34 | CME | Cme Group INC | 株式-金融 | 0.25% | — | -16.84% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.25% | -0.46% | EXIT | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.25% | — | — | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +103.99% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | +45.78% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | +64.81% | |
| 40 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.20% | — | +24.02% | |
| 41 | VFH | Vanguard Financials ETF | ETF-その他 | 0.19% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | +0.06% | -7.64% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | +36.08% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.14% | -0.83% | -3.91% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.14% | — | — | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.14% | — | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.11% | — | — | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.11% | -0.13% | +11.54% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.11% | — | -4.30% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.10% | — | — |