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 | HDV | Ishares Core High Dividend E | ETF-その他 | 9.16% | — | +3.16% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.05% | — | -0.54% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.23% | — | +5.85% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-その他 | 5.05% | — | -4.76% | |
| 5 | SKYY | First Trust Cloud Computing | ETF-その他 | 4.29% | — | -0.38% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.47% | — | +4.16% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.42% | — | +2.52% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.11% | — | +4.61% | |
| 9 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.03% | — | +6.06% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.16% | — | +2.86% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.07% | — | +8.58% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.02% | — | +7.74% | |
| 13 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.96% | — | +9.15% | |
| 14 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.75% | — | +89.31% | |
| 15 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.73% | — | -3.14% | |
| 16 | AIA | Ishares Asia 50 ETF | ETF-その他 | 1.60% | — | +2.77% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | — | +10.31% | |
| 18 | USA | Liberty All Star Equity Fund | 株式-その他 | 1.33% | — | +27.86% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.30% | — | -3.14% | |
| 20 | CHW | Calamos Global Dynamic Incom | 株式-その他 | 1.24% | — | +36.18% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.14% | — | +32.41% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.04% | — | +16.15% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | -0.32% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | — | -1.99% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | -3.19% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | — | +0.43% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +2.13% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.77% | — | -8.58% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -4.06% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | -18.87% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -7.62% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | — | +0.58% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | +0.07% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | +0.28% | |
| 35 | FCT | First Trust Snr Fl Rt INC Ii | 株式-その他 | 0.47% | — | — | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.47% | — | — | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.46% | — | +5.30% | |
| 38 | XLGIX | Lazard Glbl Ttl Rtrn & INC | 株式-その他 | 0.44% | — | +23.64% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.44% | — | +11.33% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | -20.28% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | -1.34% | |
| 42 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.39% | — | +2.05% | |
| 43 | STK | Columbia Slgmn Prem Tech Gr | 株式-その他 | 0.37% | — | +5.25% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.37% | — | +0.14% | |
| 45 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.37% | — | -5.12% | |
| 46 | ASML | ASML Holding N.V. | 株式-IT | 0.37% | — | -0.57% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.36% | — | +3.40% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | +25.76% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.34% | — | +187.73% |