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 | VTV | Vanguard Value ETF | ETF-その他 | 9.09% | — | -0.82% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.61% | — | -0.89% | |
| 3 | GSY | Invesco Ultra Short Duration | ETF-その他 | 8.07% | — | +3.96% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 7.53% | — | -0.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.66% | -0.06% | -12.28% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.37% | -0.12% | -0.81% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.55% | +0.33% | +2.07% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.32% | +0.42% | -0.11% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.44% | -0.21% | +1.42% | |
| 10 | PGR | Progressive CORP | 株式-金融 | 2.48% | -0.03% | -0.79% | |
| 11 | DG | Dollar General CORP | 株式-生活必需品 | 2.20% | -0.05% | EXIT | |
| 12 | LKQ | Lkq CORP | 株式-一般消費財 | 2.03% | -0.05% | -0.85% | |
| 13 | IP | International Paper Co | 株式-一般消費財 | 2.02% | — | -0.88% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.52% | — | +1.70% | |
| 15 | FDC | First Data Corp- Class A | 株式-その他 | 1.48% | — | -0.72% | |
| 16 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 1.47% | -0.23% | EXIT | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.43% | +0.14% | +3.63% | |
| 18 | HN9 | Hanesbrands INC | 株式-その他 | 1.42% | — | +353.14% | |
| 19 | CCK | Crown Holdings INC | 株式-一般消費財 | 1.37% | — | +102.52% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.35% | -0.05% | +60.03% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.33% | — | -7.56% | |
| 22 | NUANEUR | Nuance Communications INC | 株式-その他 | 1.24% | — | -0.85% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.23% | — | -2.59% | |
| 24 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.16% | — | -0.93% | |
| 25 | KNX | Knight-swift Transportation | 株式-資本財 | 1.16% | +0.13% | -43.03% | |
| 26 | FAF | First American Financial | 株式-金融 | 1.15% | — | -0.78% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | — | +0.71% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.97% | — | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.91% | — | — | |
| 30 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.87% | — | — | |
| 31 | FDX | Fedex CORP | 株式-資本財 | 0.81% | -0.05% | EXIT | |
| 32 | CLH | Clean Harbors INC | 株式-資本財 | 0.76% | +0.05% | -0.75% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | -0.06% | -10.95% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.72% | — | +17.58% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | +3.21% | |
| 36 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.61% | — | — | |
| 37 | BECNUSD | Beacon Roofing Supply INC | 株式-その他 | 0.57% | — | -27.23% | |
| 38 | SKY | Champion Homes INC | 株式-一般消費財 | 0.55% | — | — | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | -11.62% | |
| 40 | MRTN | Marten Transport LTD | 株式-その他 | 0.47% | — | -0.93% | |
| 41 | PLTEUR | Plantronics INC | 株式-その他 | 0.46% | — | — | |
| 42 | WERN | Werner Enterprises INC | 株式-その他 | 0.45% | — | -0.88% | |
| 43 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.43% | — | +17.01% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | — | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.42% | — | -11.42% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.40% | — | — | |
| 47 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.37% | — | — | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | — | |
| 49 | AAPL | Apple INC | 株式-IT | 0.31% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | — |