CIK: 0001732007
申告総資産額
$2.0億
| # | 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 | VNLA | Janus Henderson Short Durati | ETF-その他 | 8.40% | — | +6.55% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.60% | — | +1.04% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.49% | — | -2.80% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.27% | — | -0.83% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.11% | — | -0.18% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.61% | — | -0.09% | |
| 7 | AIA | Ishares Asia 50 ETF | ETF-その他 | 3.12% | — | +0.43% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.06% | — | +15.98% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.81% | — | -43.08% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.37% | — | +0.89% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.79% | — | -0.90% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.75% | — | +2.53% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.73% | — | +1.64% | |
| 14 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.71% | — | +14.97% | |
| 15 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 1.61% | — | +6.17% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | — | -1.88% | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.53% | — | +119.64% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.34% | — | +16.16% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | — | +37.95% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +0.19% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.17% | — | -25.10% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.16% | — | -1.66% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.11% | — | +879.73% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | — | -19.87% | |
| 25 | CHW | Calamos Global Dynamic Incom | 株式-その他 | 1.02% | — | +16.41% | |
| 26 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.98% | — | -3.39% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | — | -1.53% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | +0.76% | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.90% | — | — | |
| 30 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.86% | — | +24.20% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.80% | — | +4.73% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | -0.62% | |
| 33 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.76% | — | -3.21% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.76% | — | — | |
| 35 | SRE | Sempra | 株式-公益事業 | 0.70% | — | +1.72% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.66% | — | -23.18% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | — | |
| 38 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.65% | — | +10.06% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.64% | — | -12.86% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | — | +5.17% | |
| 41 | XLGIX | Lazard Glbl Ttl Rtrn & INC | 株式-その他 | 0.62% | — | +22.77% | |
| 42 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.60% | — | +7.84% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.57% | — | -22.01% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.55% | — | +4.73% | |
| 45 | IDV | Ishares International Select | ETF-その他 | 0.55% | — | +109.26% | |
| 46 | CLX | Clorox Company | 株式-生活必需品 | 0.55% | — | +2.22% | |
| 47 | MDIV | Ft Multi-asset Divers INC | ETF-その他 | 0.51% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | +2.96% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.49% | — | +20.95% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.46% | — | +4.64% |