CIK: 0001664847
申告総資産額
$6.7億
上位200銘柄を表示中(全256銘柄)
| # | 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 | ✓ | Ishares Edge Msci USA Momentum | 株式-その他 | 18.04% | — | — | |
| 2 | ✓ | Rydex ETF Trust | ETF-その他 | 17.79% | — | +3.57% | |
| 3 | ✓ | Rydex ETF Trust | ETF-その他 | 8.01% | — | +8.16% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.76% | -0.01% | +2.76% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.34% | +0.04% | +1.24% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.17% | +0.02% | +0.02% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.98% | — | -5.81% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.86% | +0.05% | -1.40% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.43% | -0.02% | +0.03% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.04% | +0.03% | +1.59% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.84% | — | +0.15% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.51% | +0.06% | -3.40% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | +0.02% | +2.67% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.40% | +0.05% | -0.50% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.10% | — | -3.51% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.91% | — | +14.57% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | -0.31% | EXIT | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.74% | — | +44.95% | |
| 19 | PAYX | Paychex INC | 株式-IT | 0.66% | -0.17% | -1.24% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.64% | — | -0.53% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.54% | +0.04% | — | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.52% | — | -6.41% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | -6.54% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.50% | — | +2.40% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.49% | — | +22.80% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | -0.10% | -1.23% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | -1.39% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.36% | -0.09% | -3.60% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -5.00% | |
| 30 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.35% | — | — | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | -0.05% | — | |
| 32 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.30% | — | -7.06% | |
| 33 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.30% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | — | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.29% | — | -3.25% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.27% | — | +7.95% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.27% | — | — | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.22% | — | — | |
| 39 | EMN | Eastman Chemical Co | 株式-素材 | 0.21% | — | +1.80% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.20% | — | -9.80% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.20% | — | — | |
| 42 | T | At&t INC | 株式-通信サービス | 0.19% | — | -9.95% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | +1.87% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | — | -8.12% | |
| 45 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 0.17% | — | -4.04% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.15% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.14% | +0.15% | -2.29% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.14% | — | +7.23% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.13% | — | — |