CIK: 0002051965
申告総資産額
$3.0億
| # | 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 | DSTL | Distillate US Fundamental St | ETF-その他 | 10.64% | +0.41% | +106.13% | |
| 2 | LOW | Lowe's Cos INC | 株式-一般消費財 | 6.93% | -0.93% | +102.54% | |
| 3 | IHDG | Wisdomtree International Hed | ETF-その他 | 6.83% | -0.06% | +104.20% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 5.93% | -0.41% | +104.61% | |
| 5 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 4.04% | — | +106.70% | |
| 6 | OPPJ | Wisdomtree Japan Opportuniti | ETF-その他 | 3.67% | +0.77% | +114.73% | |
| 7 | DSMC | Distillate S/m Cash Flow ETF | ETF-その他 | 3.43% | +0.18% | +36.96% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 3.35% | -0.17% | +100.05% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.35% | -0.06% | +98.74% | |
| 10 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 3.32% | +0.30% | +95.84% | |
| 11 | NVR | Nvr INC | 株式-一般消費財 | 3.29% | -0.19% | +106.08% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.85% | -0.06% | +98.67% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.79% | +0.27% | +101.78% | |
| 14 | ROST | Ross Stores INC | 株式-一般消費財 | 2.73% | +0.29% | +100.24% | |
| 15 | MKL | Markel Group INC | 株式-金融 | 2.71% | -0.07% | +103.99% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 2.33% | +0.55% | +103.53% | |
| 17 | PAYX | Paychex INC | 株式-IT | 2.16% | -0.51% | +100.51% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 2.14% | — | +99.16% | |
| 19 | CSX | Csx CORP | 株式-資本財 | 2.11% | — | +89.46% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.87% | — | +100.41% | |
| 21 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.81% | +0.07% | NEW | |
| 22 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 1.79% | -0.22% | EXIT | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.66% | -0.07% | +99.37% | |
| 24 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.35% | -0.53% | +71.50% | |
| 25 | DFAT | Dimensional US Target Value | ETF-その他 | 1.17% | — | +80.56% | |
| 26 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.90% | — | +257.71% | |
| 27 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.87% | — | +100.00% | |
| 28 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.78% | — | -48.74% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | +93.99% | |
| 30 | GNTX | Gentex CORP | 株式-一般消費財 | 0.74% | — | +67.99% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | +98.40% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.69% | -0.02% | +100.00% | |
| 33 | OPPE | Wisdomtree European Opport | ETF-その他 | 0.67% | -0.09% | +103.56% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.66% | — | +95.65% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.60% | — | +100.23% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.58% | — | +94.93% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.49% | — | +100.00% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +116.17% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.43% | -1.18% | — | |
| 40 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 0.41% | — | +189.91% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.40% | — | +97.83% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.39% | — | +100.57% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.36% | — | +100.13% | |
| 44 | AAPL | Apple INC | 株式-IT | 0.36% | -0.23% | +141.70% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.35% | — | +100.24% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.32% | — | +99.54% | |
| 47 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.31% | — | +100.64% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.30% | — | +98.06% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.25% | — | +100.00% | |
| 50 | DFH | Dream Finders Homes INC - A | 株式-その他 | 0.25% | — | — |