CIK: 0001811827
申告総資産額
$5.5億
| # | 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 10.87% | — | +11.62% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 8.04% | — | +1.01% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.05% | — | +0.85% | |
| 4 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 5.64% | — | +0.48% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.89% | — | +1.26% | |
| 6 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.16% | — | +1.85% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.05% | — | +2.43% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.00% | — | -2.14% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.94% | -0.84% | +7.49% | |
| 10 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 3.90% | -0.89% | +3.20% | |
| 11 | GLOF | Ishares Global Equity Factor | ETF-その他 | 3.87% | — | +3.50% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.50% | — | +1.64% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.37% | — | -6.49% | |
| 14 | FCTR | First Trust Lunt US Factor | ETF-その他 | 3.21% | — | +4.87% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.67% | — | -0.38% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.38% | — | +3.39% | |
| 17 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 2.12% | — | +9.46% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.08% | — | -51.67% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.66% | — | +3.72% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.55% | — | +5.78% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.53% | — | -2.47% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.43% | — | +4.54% | |
| 23 | PRFTUSD | Perficient INC | 株式-その他 | 1.40% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.14% | +0.74% | -3.23% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | — | -2.28% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | -2.79% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.90% | +0.25% | +4.97% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | +0.26% | NEW | |
| 29 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.79% | — | +20.72% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | +0.04% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | — | +8.83% | |
| 32 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.70% | — | +2.58% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.55% | — | -2.49% | |
| 34 | XCHYX | Calamos Convert & High INC | 株式-その他 | 0.49% | — | +27.87% | |
| 35 | EMLP | First Trust North American E | ETF-その他 | 0.45% | — | +14.52% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.44% | — | -11.26% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.43% | — | +27.23% | |
| 38 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 0.40% | — | — | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.24% | — | -18.44% | |
| 41 | AMWL | American Well Corporation | 株式-その他 | 0.24% | — | — | |
| 42 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.23% | — | -3.02% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.20% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.20% | — | — | |
| 45 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 0.19% | — | +5.45% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.17% | — | — | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | +0.41% | -3.86% | |
| 48 | ET | Energy Transfer LP | 株式-エネルギー | 0.13% | — | — |