CIK: 0001664847
申告総資産額
$6.7億
| # | 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 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 15.90% | -0.29% | +2.18% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 14.75% | +2.18% | +0.88% | |
| 3 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 7.00% | +0.07% | +11.11% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.31% | +0.04% | +1.95% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.89% | -0.01% | +0.01% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.78% | +0.02% | -0.04% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 4.33% | -0.32% | -0.08% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.91% | — | +6.22% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.69% | -0.26% | +11.39% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.57% | +0.03% | +0.31% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.51% | -0.02% | +1.96% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.37% | +0.02% | -0.52% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.33% | +0.05% | +2.01% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.23% | +0.06% | -0.97% | |
| 15 | QVMT | Invesco S&p 500 Concentrated | ETF-大型株・グロース | 1.85% | +0.10% | +0.33% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.82% | — | +0.11% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.75% | — | +6.06% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.26% | +0.05% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | — | -1.90% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.93% | — | +1.03% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.92% | — | -38.12% | |
| 22 | PAYX | Paychex INC | 株式-IT | 0.88% | -0.17% | +11.12% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | -0.31% | EXIT | |
| 24 | INTC | Intel CORP | 株式-IT | 0.72% | +0.04% | +7.27% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.67% | -0.14% | +0.58% | |
| 26 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.61% | — | +3.69% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | — | -1.54% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.40% | — | — | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | +0.18% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.37% | — | — | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.36% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | -0.10% | -10.30% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | +1.94% | |
| 34 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.30% | — | — | |
| 35 | AAPL | Apple INC | 株式-IT | 0.29% | — | +1.40% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | -0.05% | +1.87% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.27% | — | — | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.26% | — | +33.97% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | +11.93% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | -2.37% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.23% | -0.09% | +5.70% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.23% | — | -8.75% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.22% | — | — | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.22% | — | — | |
| 45 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.21% | — | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.20% | — | +0.23% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | — | -9.12% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | — | +10.05% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.17% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | +2.67% |