CIK: 0001593038
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.25% | -0.06% | +1.32% | |
| 2 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 9.22% | — | -22.29% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.59% | +0.14% | -36.56% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.75% | — | — | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.99% | — | +4.65% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 5.19% | — | -7.26% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.92% | — | -0.02% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.90% | — | +132.13% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.79% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.95% | -0.06% | +41.73% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.30% | — | — | |
| 12 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 3.16% | — | +8.21% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.83% | — | +2.26% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.56% | — | -4.76% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.37% | — | — | |
| 16 | DY | Dycom Industries INC | 株式-資本財 | 2.06% | — | +36.46% | |
| 17 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.06% | — | +30.68% | |
| 18 | FDX | Fedex CORP | 株式-資本財 | 1.81% | -0.05% | EXIT | |
| 19 | ADT | ADT Inc. | 株式-資本財 | 1.77% | — | +35.80% | |
| 20 | MINIEUR | Mobile Mini INC | 株式-その他 | 1.52% | — | +36.65% | |
| 21 | LKQ | Lkq CORP | 株式-一般消費財 | 1.50% | -0.05% | +64.71% | |
| 22 | CLH | Clean Harbors INC | 株式-資本財 | 1.39% | +0.05% | +36.32% | |
| 23 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 1.35% | — | +32.53% | |
| 24 | WERN | Werner Enterprises INC | 株式-その他 | 1.22% | — | +185.11% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | +0.42% | -75.98% | |
| 26 | MAA | Mid-america Apartment Comm | 株式-不動産 | 1.17% | — | -8.20% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | +37.64% | |
| 28 | THO | Thor Industries INC | 株式-一般消費財 | 0.62% | — | — | |
| 29 | MRTN | Marten Transport LTD | 株式-その他 | 0.61% | — | +35.81% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.55% | — | +7.57% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.41% | — | -9.21% | |
| 32 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.41% | — | +39.09% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.39% | — | -6.67% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.38% | — | -9.48% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | — | -10.32% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.34% | — | -10.56% | |
| 37 | XLB | Ss Materials Select Sector | ETF-その他 | 0.33% | — | -10.86% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.32% | — | -7.58% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.26% | — | -23.30% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.26% | — | -88.72% | |
| 41 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.26% | — | -12.27% |