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 | 37.10% | — | +6.99% | |
| 2 | KO | Coca-cola Co/the | 株式-生活必需品 | 11.96% | +1.25% | -0.04% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.89% | — | +0.41% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.37% | — | -9.78% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.17% | — | -1.67% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.30% | -0.37% | -1.26% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.77% | — | -1.86% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.52% | — | +79.56% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.50% | +4.10% | -9.62% | |
| 10 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.33% | — | -0.43% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.78% | -1.85% | -0.84% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.35% | — | -1.76% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.33% | — | +11.81% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.00% | — | -3.46% | |
| 15 | TFC | Truist Financial CORP | 株式-金融 | 0.82% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | -0.14% | +3.04% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | — | +0.96% | |
| 18 | IDLV | Invesco S&p International De | ETF-その他 | 0.63% | — | +1.86% | |
| 19 | WDAY | Workday Inc-class A | 株式-IT | 0.62% | -0.41% | +10.64% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | +0.89% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | — | -0.97% | |
| 22 | AXP | American Express Co | 株式-金融 | 0.49% | — | — | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.46% | — | -0.69% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.45% | — | -3.16% | |
| 25 | XLB | Ss Materials Select Sector | ETF-その他 | 0.45% | — | -3.29% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.45% | — | -2.78% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | -1.55% | -19.16% | |
| 28 | MS | Morgan Stanley | 株式-金融 | 0.39% | — | — | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.37% | — | -3.09% | |
| 30 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.33% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.32% | — | +0.33% | |
| 32 | WWEUSD | World Wrestling Entertain-a | 株式-その他 | 0.31% | — | -3.59% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +18.04% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | -0.32% | -11.50% | |
| 35 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.30% | — | +0.22% | |
| 36 | FLO | Flowers Foods INC | 株式-生活必需品 | 0.29% | — | +0.88% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.28% | — | +2.18% | |
| 38 | BSL | Blackstone Snr Fltng Rt | 株式-その他 | 0.28% | — | +1.77% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.25% | +0.01% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.26% | +0.68% | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.26% | -0.56% | +31.87% | |
| 42 | LNC | Lincoln National CORP | 株式-金融 | 0.26% | — | +0.01% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.25% | -0.26% | +0.43% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | — | +20.19% | |
| 45 | CCBG | Capital City Bank Group INC | 株式-その他 | 0.24% | — | — | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.23% | — | -0.25% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | -0.20% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.22% | — | +0.78% | |
| 49 | TMLP | Tortoise MLP ETF | ETF-その他 | 0.22% | — | +5.28% | |
| 50 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 0.21% | — | — |