CIK: 0001730610
申告総資産額
$3.4億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 12.03% | — | +0.41% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.86% | +0.35% | -1.26% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.44% | +0.01% | +0.86% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.12% | -0.10% | -3.64% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.92% | — | +3.02% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.38% | — | -4.81% | |
| 7 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 3.03% | — | — | |
| 8 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.71% | — | -1.02% | |
| 9 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 2.54% | — | +3.29% | |
| 10 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 2.26% | — | +5.24% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.54% | +1.27% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | — | -1.19% | |
| 13 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.69% | — | -3.51% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.64% | +0.12% | -1.03% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.56% | — | -3.09% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.56% | — | +0.91% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.36% | -0.15% | EXIT | |
| 18 | ✓ | Rydex ETF Trust | ETF-その他 | 1.33% | — | +5.17% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.12% | -0.15% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.19% | -0.34% | -23.11% | |
| 21 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 1.13% | — | -0.14% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | -0.18% | -6.06% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.87% | — | +0.02% | |
| 24 | FIW | First Trust Water ETF | ETF-その他 | 0.83% | — | +2.79% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.82% | — | +0.81% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.79% | — | -4.51% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.79% | — | +0.06% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.77% | +0.25% | -1.18% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.70% | — | +1.08% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | -0.01% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | +5.74% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.63% | — | -2.56% | |
| 33 | CSX | Csx CORP | 株式-資本財 | 0.62% | — | -0.36% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.61% | — | -2.48% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.61% | -0.25% | +1.30% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | -1.03% | |
| 37 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.56% | — | -12.68% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +2.28% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.55% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.55% | +0.14% | -0.32% | |
| 41 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | +2.86% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | +1.09% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.48% | — | +0.88% | |
| 44 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.46% | — | -1.33% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | +3.18% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.46% | — | -0.63% | |
| 47 | CMS | Cms Energy CORP | 株式-公益事業 | 0.44% | — | +0.41% | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.41% | — | +0.05% | |
| 49 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 0.40% | — | +1.09% | |
| 50 | DTE | Dte Energy Company | 株式-公益事業 | 0.40% | +0.10% | — |