CIK: 0001651960
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 | KO | Coca-cola Co/the | 株式-生活必需品 | 14.06% | +1.25% | +0.05% | |
| 2 | CELH | Celsius Holdings INC | 株式-生活必需品 | 9.91% | — | — | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 8.23% | — | -2.92% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 8.15% | — | -0.28% | |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 5.78% | — | +3.23% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.76% | — | +2.28% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.31% | -0.37% | +0.31% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.45% | — | +15.51% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.31% | -1.85% | -0.70% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.75% | — | +0.90% | |
| 11 | IDLV | Invesco S&p International De | ETF-その他 | 1.34% | — | -0.09% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.20% | — | +9.35% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.16% | — | +111.11% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.13% | -0.32% | +0.28% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 0.84% | -0.26% | +6.22% | |
| 16 | WWEUSD | World Wrestling Entertain-a | 株式-その他 | 0.75% | — | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | +174.63% | |
| 19 | ATMP | Ipath Select Mlp Etn | ETF-その他 | 0.70% | — | — | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.70% | +4.10% | — | |
| 21 | BBTUSD | Bb&t CORP | 株式-その他 | 0.69% | — | -5.16% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.66% | — | +0.46% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.64% | — | -2.67% | |
| 24 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.63% | — | -2.65% | |
| 25 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.63% | — | -0.83% | |
| 26 | TMLP | Tortoise MLP ETF | ETF-その他 | 0.62% | — | +2.54% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | -2.48% | |
| 28 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.60% | — | -1.97% | |
| 29 | IYZ | Ishares US Telecommunication | ETF-その他 | 0.58% | — | -2.00% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | -1.55% | +27.56% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.58% | — | -3.34% | |
| 32 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.58% | — | -1.70% | |
| 33 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.58% | — | -2.60% | |
| 34 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.57% | — | — | |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.56% | — | -2.03% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.54% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.25% | +1.39% | |
| 38 | SFLY | Shutterfly LLC | 株式-その他 | 0.51% | — | — | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | — | — | |
| 40 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 0.50% | — | -3.08% | |
| 41 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.48% | — | -3.36% | |
| 42 | WDAY | Workday Inc-class A | 株式-IT | 0.47% | -0.41% | +10.00% | |
| 43 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.46% | — | -2.67% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.45% | +0.68% | — | |
| 45 | BSL | Blackstone Snr Fltng Rt | 株式-その他 | 0.41% | — | +1.44% | |
| 46 | LNC | Lincoln National CORP | 株式-金融 | 0.41% | — | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | +0.39% | |
| 48 | CUZ | Cousins Properties Incorporated | 株式-不動産 | 0.35% | — | -18.22% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.35% | — | -2.12% | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.33% | — | +4.19% |