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 | CELH | Celsius Holdings INC | 株式-生活必需品 | 29.31% | — | — | |
| 2 | KO | Coca-cola Co/the | 株式-生活必需品 | 13.82% | +1.25% | +0.01% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 5.65% | — | -2.40% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.56% | — | -2.95% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.90% | — | -2.44% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.69% | -0.37% | -3.50% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.25% | +4.10% | +123.92% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.09% | — | -6.97% | |
| 9 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.67% | — | -0.25% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.87% | -1.85% | -1.63% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.51% | — | +1.94% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.49% | — | -1.77% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.28% | — | -0.34% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.15% | — | -1.17% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | -0.14% | +2.18% | |
| 16 | IDLV | Invesco S&p International De | ETF-その他 | 0.72% | — | -2.66% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.71% | — | -23.75% | |
| 18 | WDAY | Workday Inc-class A | 株式-IT | 0.68% | -0.41% | — | |
| 19 | BBTUSD | Bb&t CORP | 株式-その他 | 0.64% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | +0.12% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.54% | — | -4.30% | |
| 22 | AXP | American Express Co | 株式-金融 | 0.54% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | -1.55% | +5.19% | |
| 24 | XLB | Ss Materials Select Sector | ETF-その他 | 0.52% | — | -4.39% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.51% | — | -0.02% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.51% | — | -2.89% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.49% | — | -4.28% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.42% | — | -1.36% | |
| 29 | WWEUSD | World Wrestling Entertain-a | 株式-その他 | 0.42% | — | -1.66% | |
| 30 | MS | Morgan Stanley | 株式-金融 | 0.38% | — | — | |
| 31 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.37% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | -0.32% | -18.96% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | — | -2.18% | |
| 34 | FLO | Flowers Foods INC | 株式-生活必需品 | 0.35% | — | +0.89% | |
| 35 | BSL | Blackstone Snr Fltng Rt | 株式-その他 | 0.34% | — | +1.76% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.25% | -3.74% | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.32% | — | -1.00% | |
| 38 | LNC | Lincoln National CORP | 株式-金融 | 0.31% | — | +0.01% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | +0.68% | — | |
| 40 | CUZ | Cousins Properties INC | 株式-不動産 | 0.29% | — | -6.63% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | +5.92% | |
| 42 | TMLP | Tortoise MLP ETF | ETF-その他 | 0.27% | — | +3.49% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.27% | -0.26% | +3.57% | |
| 44 | ✓ | 株式-その他 | 0.27% | — | +0.04% | ||
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.25% | — | -48.03% | |
| 46 | CCBG | Capital City Bank Group INC | 株式-その他 | 0.25% | — | — | |
| 47 | AAPL | Apple INC | 株式-IT | 0.25% | — | +2.80% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.24% | — | -4.72% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | — | -2.71% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.24% | — | +4.32% |