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 | 10.03% | — | -3.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.97% | -0.06% | +16.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.03% | -0.12% | -4.08% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.33% | — | -34.76% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.84% | +0.42% | -0.09% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.25% | +0.33% | -17.40% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.93% | -0.21% | -0.87% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.11% | — | -67.57% | |
| 9 | DG | Dollar General CORP | 株式-生活必需品 | 2.93% | -0.05% | EXIT | |
| 10 | GSY | Invesco Ultra Short Duration | ETF-その他 | 2.85% | — | -68.98% | |
| 11 | CCK | Crown Holdings INC | 株式-一般消費財 | 2.75% | — | +63.21% | |
| 12 | LKQ | Lkq CORP | 株式-一般消費財 | 2.71% | -0.05% | -0.57% | |
| 13 | PGR | Progressive CORP | 株式-金融 | 2.71% | -0.03% | -0.57% | |
| 14 | IP | International Paper Co | 株式-一般消費財 | 2.20% | — | -0.53% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 1.93% | — | — | |
| 16 | NXST | Nexstar Media Group INC | 株式-通信サービス | 1.78% | — | — | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.69% | — | -0.55% | |
| 18 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 1.64% | -0.23% | EXIT | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.63% | +0.14% | -0.45% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.61% | -0.05% | +5.06% | |
| 21 | HN9 | Hanesbrands INC | 株式-その他 | 1.44% | — | -0.27% | |
| 22 | FAF | First American Financial | 株式-金融 | 1.43% | — | -0.59% | |
| 23 | NUANEUR | Nuance Communications INC | 株式-その他 | 1.43% | — | -0.58% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.41% | — | -6.47% | |
| 25 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.38% | — | -0.58% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.35% | — | -3.29% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | — | -1.08% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.12% | — | +0.26% | |
| 29 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.10% | — | — | |
| 30 | KNX | Knight-swift Transportation | 株式-資本財 | 1.03% | +0.13% | -29.02% | |
| 31 | CLH | Clean Harbors INC | 株式-資本財 | 0.94% | +0.05% | -0.59% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.89% | — | -14.82% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | -0.06% | +2.31% | |
| 34 | FDX | Fedex CORP | 株式-資本財 | 0.81% | -0.05% | EXIT | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.78% | — | -5.52% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | +4.21% | |
| 37 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.70% | — | +0.93% | |
| 38 | SKY | Champion Homes INC | 株式-一般消費財 | 0.68% | — | -0.21% | |
| 39 | MAS | Masco CORP | 株式-資本財 | 0.63% | -0.04% | — | |
| 40 | MRTN | Marten Transport LTD | 株式-その他 | 0.62% | — | -0.62% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | — | -0.40% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.51% | — | +4.18% | |
| 43 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.47% | — | -4.72% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -4.41% | |
| 45 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.44% | — | -0.62% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.40% | — | -10.04% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | — | |
| 48 | AAPL | Apple INC | 株式-IT | 0.37% | — | -7.77% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | — | |
| 50 | CME | Cme Group INC | 株式-金融 | 0.27% | — | — |