CIK: 0001632248
申告総資産額
$4.7億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 28.64% | — | -0.13% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 7.39% | — | +23.54% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.56% | — | +10.16% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.46% | — | +189.54% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 4.08% | — | — | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.46% | — | -37.82% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.21% | — | -28.69% | |
| 8 | LII | Lennox International INC | 株式-資本財 | 2.95% | — | -2.84% | |
| 9 | LTXBUSD | Legacytexas Financial Group | 株式-その他 | 2.69% | — | -5.00% | |
| 10 | DAR | Darling Ingredients INC | 株式-生活必需品 | 2.24% | — | -8.69% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.15% | — | -5.64% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.83% | — | -9.16% | |
| 13 | ETB | Eaton Vance T/m Buy-wrt INC | 株式-その他 | 1.36% | — | -5.05% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | — | -4.33% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.87% | — | +14.59% | |
| 16 | XHR | Xenia Hotels & Resorts INC | 株式-その他 | 0.77% | — | -41.22% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 0.75% | — | -5.61% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.74% | — | -83.46% | |
| 19 | LEA | Lear CORP | 株式-一般消費財 | 0.72% | — | -4.20% | |
| 20 | INTF | Ishares International Equity | ETF-その他 | 0.69% | — | -23.39% | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.65% | — | +17.05% | |
| 22 | ALK | Alaska Air Group INC | 株式-資本財 | 0.65% | — | -16.94% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.65% | — | +9.21% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.62% | — | +0.44% | |
| 25 | ZION | Zions Bancorp NA | 株式-金融 | 0.62% | — | +2.58% | |
| 26 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.59% | — | +2.27% | |
| 27 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.55% | — | -6.75% | |
| 28 | PSEC | Prospect Capital CORP | 株式-その他 | 0.52% | — | -15.82% | |
| 29 | LRCXEUR | Lam Research CORP | 株式-IT | 0.52% | — | -9.43% | |
| 30 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.51% | — | -15.01% | |
| 31 | CII | Blackrock Enhan Lrg Cap Core | 株式-その他 | 0.50% | — | -25.40% | |
| 32 | KR | Kroger Co | 株式-生活必需品 | 0.48% | — | -11.56% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | +11.31% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.44% | — | -8.70% | |
| 35 | LKQ | Lkq CORP | 株式-一般消費財 | 0.44% | — | -7.26% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.43% | — | +48.04% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.43% | — | — | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.43% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | -7.12% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | +20.43% | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.40% | — | +0.18% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.40% | — | +1.57% | |
| 43 | NE | Noble Corporation plc | 株式-エネルギー | 0.40% | — | -2.53% | |
| 44 | CDW | Cdw Corp/de | 株式-IT | 0.39% | — | -10.74% | |
| 45 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.39% | — | — | |
| 46 | RPAIUSD | Retail Properties Of Ame - A | 株式-その他 | 0.38% | — | — | |
| 47 | FFIV | F5 INC | 株式-IT | 0.37% | — | -11.08% | |
| 48 | LUV | Southwest Airlines Co | 株式-資本財 | 0.37% | — | -6.16% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.36% | — | -10.57% | |
| 50 | ✓ | Quintiles Transnational Holdin | 株式-その他 | 0.35% | — | — |