CIK: 0001741426
申告総資産額
$2.8億
| # | 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 | 9.80% | +0.08% | -1.27% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 4.76% | -0.16% | +6.25% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.57% | — | -2.83% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | +0.05% | +2.46% | |
| 5 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 2.18% | — | +19.65% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.01% | +0.05% | +4.98% | |
| 7 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.89% | — | +2.42% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.75% | -0.01% | +8.87% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.65% | +0.05% | +0.63% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.63% | -0.24% | -7.58% | |
| 11 | DE | Deere & Co | 株式-資本財 | 1.59% | +0.01% | +0.70% | |
| 12 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.56% | — | +8.84% | |
| 13 | FTCS | First Trust Capital Strength | ETF-その他 | 1.55% | — | -2.37% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.49% | — | +1.62% | |
| 15 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.48% | — | +1.84% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.32% | — | +3.77% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.31% | +0.07% | +10.35% | |
| 18 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.21% | — | -2.26% | |
| 19 | FTGC | First Trust Global Tactical | ETF-その他 | 1.21% | — | +78.32% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.09% | +0.14% | +7.13% | |
| 21 | CCD | Calamos Dyn Convert & INC | 株式-その他 | 1.09% | — | +2.76% | |
| 22 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.06% | — | +71.33% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | -0.23% | -2.81% | |
| 24 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.94% | +0.09% | +6.56% | |
| 25 | PPT | Putnam Premier Income Trust | 株式-その他 | 0.93% | — | -26.24% | |
| 26 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.92% | — | -6.62% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | -0.36% | |
| 28 | F | Ford Motor Co | 株式-一般消費財 | 0.87% | — | +191.81% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.85% | — | +36.13% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.83% | — | -18.53% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -0.36% | |
| 32 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.76% | — | +1.15% | |
| 33 | USB | US Bancorp | 株式-金融 | 0.75% | — | +0.02% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.73% | — | +0.01% | |
| 35 | MSD | Morgan Stanley Emrg Mkt Debt | 株式-その他 | 0.72% | — | -4.29% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | -0.14% | EXIT | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | +0.29% | +10.87% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.68% | +0.13% | +28.62% | |
| 39 | FXZ | First Trust Materials Alphad | ETF-その他 | 0.68% | — | -5.32% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | -1.04% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | — | -4.57% | |
| 42 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.66% | — | -3.00% | |
| 43 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.65% | — | -15.05% | |
| 44 | AVK | Advent Convert & Income | 株式-その他 | 0.58% | — | +5.50% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.55% | — | +13.11% | |
| 46 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.54% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | +0.10% | +3.85% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | +0.13% | +115.82% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | — | +136.31% | |
| 50 | FXR | First Trust Indst/producers | ETF-その他 | 0.52% | — | -13.97% |