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 | 7.14% | +0.41% | -4.51% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 5.51% | -0.06% | +1.06% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 5.18% | -0.41% | +0.05% | |
| 4 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-その他 | 5.09% | -1.64% | — | |
| 5 | IDHQ | Invesco S&p International De | ETF-その他 | 5.06% | +0.89% | +2.36% | |
| 6 | NVR | Nvr INC | 株式-一般消費財 | 4.86% | -0.19% | -0.32% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.95% | -0.93% | -4.52% | |
| 8 | MKL | Markel Group INC | 株式-金融 | 3.17% | -0.07% | +0.58% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.09% | -0.15% | +0.85% | |
| 10 | OPPJ | Wisdomtree Japan Opportuniti | ETF-その他 | 2.98% | +0.77% | -1.46% | |
| 11 | SPGI | S&p Global INC | 株式-金融 | 2.64% | -0.31% | +11.86% | |
| 12 | EFX | Equifax INC | 株式-資本財 | 2.56% | -0.31% | +165.89% | |
| 13 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.46% | +0.02% | +20.14% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.44% | -1.18% | +1.28% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.40% | -0.08% | +44.18% | |
| 16 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 2.31% | +0.25% | +2.68% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 2.20% | +0.23% | +4.72% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 2.19% | +0.55% | -2.47% | |
| 19 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 2.17% | +0.30% | +5.41% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 2.08% | -0.17% | -0.25% | |
| 21 | IUS | Invesco Rafi Strategic US Et | ETF-その他 | 2.07% | +1.28% | +8.40% | |
| 22 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 2.05% | +0.19% | -9.98% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.06% | -1.52% | |
| 24 | PAYC | Paycom Software INC | 株式-IT | 1.85% | -0.68% | +119.93% | |
| 25 | DSMC | Distillate S/m Cash Flow ETF | ETF-その他 | 1.82% | +0.18% | -7.24% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.69% | -0.06% | -2.05% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.54% | +0.27% | -0.72% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.48% | +0.26% | +3.03% | |
| 29 | EUDG | Wisdomtree Europe Quality Di | ETF-その他 | 1.39% | -0.16% | -0.74% | |
| 30 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.32% | -0.53% | -29.66% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.32% | +0.54% | +33.47% | |
| 32 | QLTI | Gmo International Qlty ETF | ETF-その他 | 1.18% | -0.03% | -4.83% | |
| 33 | ROST | Ross Stores INC | 株式-一般消費財 | 1.12% | +0.29% | -25.10% | |
| 34 | PAYX | Paychex INC | 株式-IT | 0.88% | -0.51% | -17.80% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.07% | -11.36% | |
| 36 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.51% | — | -2.45% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | +0.12% | |
| 38 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.44% | +0.45% | -44.89% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.43% | -0.02% | -7.42% | |
| 40 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 0.38% | — | -1.63% | |
| 41 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 0.35% | — | -0.96% | |
| 42 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 0.34% | -0.22% | EXIT | |
| 43 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.31% | — | -11.74% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.30% | — | -24.85% | |
| 45 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.28% | — | -5.94% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.27% | — | +0.10% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.27% | — | -4.50% | |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.25% | — | -16.03% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.23% | — | +0.64% | |
| 50 | OPPE | Wisdomtree European Opport | ETF-その他 | 0.23% | -0.09% | -71.26% |