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 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 12.49% | +2.18% | -12.07% | |
| 2 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 8.61% | +0.02% | -0.09% | |
| 3 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 7.50% | -0.29% | +1.58% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.08% | -0.32% | +7.85% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.28% | +0.27% | -0.46% | |
| 6 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 4.23% | +0.07% | +1.59% | |
| 7 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 3.80% | +0.10% | -1.35% | |
| 8 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 3.70% | +0.21% | +3.96% | |
| 9 | IQLT | Ishares Msci International Q | ETF-その他 | 3.63% | -0.03% | +0.77% | |
| 10 | IVLU | Ishares Msci International V | ETF-その他 | 3.44% | -0.20% | +2.20% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.36% | — | +2.28% | |
| 12 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 2.73% | +0.07% | -1.97% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.42% | -0.14% | -4.03% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.11% | +0.04% | -8.52% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.10% | +0.05% | -4.65% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.96% | +0.02% | -4.72% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.79% | +0.02% | -5.81% | |
| 18 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 1.78% | +0.25% | +2.12% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.65% | -0.02% | -9.88% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.60% | +0.06% | — | |
| 21 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 1.48% | +0.07% | +8.35% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.35% | -0.26% | +4.73% | |
| 23 | QVMT | Invesco S&p 500 Concentrated | ETF-大型株・グロース | 1.33% | +0.10% | -1.24% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | -0.01% | -7.25% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | +0.03% | -4.93% | |
| 26 | PAYX | Paychex INC | 株式-IT | 0.79% | -0.17% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | +0.05% | -2.65% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.66% | — | -9.08% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.62% | +0.04% | +0.40% | |
| 30 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.61% | +0.17% | -7.10% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.57% | — | -7.40% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.56% | — | -1.76% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.53% | — | -0.46% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.50% | — | +250.74% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.35% | — | -5.95% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +0.32% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.30% | — | -6.39% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | -0.10% | -6.40% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.26% | — | — | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.24% | -0.05% | -2.77% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.23% | — | +41.01% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | -0.56% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | -0.31% | EXIT | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.19% | — | — | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.19% | — | -3.20% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | +0.09% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | — | -5.27% | |
| 48 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.18% | — | — | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.16% | — | +12.76% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | -6.39% |