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 | 9.30% | -0.06% | +0.01% | |
| 2 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 9.20% | — | -1.11% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.59% | — | +26.39% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.49% | +0.14% | -1.29% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 7.32% | — | +26.83% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 5.27% | — | -0.70% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.73% | — | +0.64% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.51% | — | -58.39% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.47% | — | +33.58% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.50% | -0.06% | -11.91% | |
| 11 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 2.78% | — | -0.66% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.75% | — | +0.53% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.49% | — | +0.69% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.46% | — | -3.10% | |
| 15 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.19% | — | +5.69% | |
| 16 | FDX | Fedex CORP | 株式-資本財 | 1.99% | -0.05% | EXIT | |
| 17 | DY | Dycom Industries INC | 株式-資本財 | 1.93% | — | -23.10% | |
| 18 | LKQ | Lkq CORP | 株式-一般消費財 | 1.91% | -0.05% | +6.63% | |
| 19 | MINIEUR | Mobile Mini INC | 株式-その他 | 1.62% | — | +7.02% | |
| 20 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 1.54% | — | +6.34% | |
| 21 | ADT | ADT Inc. | 株式-資本財 | 1.54% | — | +6.43% | |
| 22 | CLH | Clean Harbors INC | 株式-資本財 | 1.41% | +0.05% | +6.71% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.36% | +0.42% | +12.47% | |
| 24 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.20% | — | +261.55% | |
| 25 | MAA | Mid-america Apartment Comm | 株式-不動産 | 1.18% | — | +6.43% | |
| 26 | WERN | Werner Enterprises INC | 株式-その他 | 1.09% | — | +6.46% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +4.46% | |
| 28 | MRTN | Marten Transport LTD | 株式-その他 | 0.61% | — | +6.49% | |
| 29 | THO | Thor Industries INC | 株式-一般消費財 | 0.60% | — | +6.66% | |
| 30 | ✓ | Swift Transn Co | 株式-その他 | 0.59% | — | — | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | — | -4.22% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.40% | — | -4.51% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.38% | — | -4.37% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.36% | — | -3.84% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.34% | — | -2.92% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.33% | — | -2.81% | |
| 37 | XLB | Ss Materials Select Sector | ETF-その他 | 0.32% | — | -2.91% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.29% | — | -0.96% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.25% | — | -2.13% | |
| 40 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.25% | — | +6.25% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.23% | — | -11.39% |