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 | 19.72% | -0.06% | +136.77% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.68% | -0.12% | +1.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.15% | — | +0.23% | |
| 4 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 5.30% | -0.05% | -24.96% | |
| 5 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 5.06% | — | +0.16% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.31% | +0.42% | +3.73% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.95% | -0.21% | +7.11% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.67% | +0.33% | +0.14% | |
| 9 | DG | Dollar General CORP | 株式-生活必需品 | 3.01% | -0.05% | EXIT | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.58% | — | +0.04% | |
| 11 | PGR | Progressive CORP | 株式-金融 | 2.43% | -0.03% | -1.53% | |
| 12 | CCK | Crown Holdings INC | 株式-一般消費財 | 2.29% | — | -1.57% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | — | +70.18% | |
| 14 | LKQ | Lkq CORP | 株式-一般消費財 | 1.93% | -0.05% | -1.70% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 1.73% | — | +38.15% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.73% | — | +12.34% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.68% | — | +8.68% | |
| 18 | BERYEUR | Berry Global Group INC | 株式-その他 | 1.66% | — | — | |
| 19 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.61% | — | -1.60% | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 1.51% | -0.05% | EXIT | |
| 21 | CLH | Clean Harbors INC | 株式-資本財 | 1.33% | +0.05% | -1.55% | |
| 22 | NUANEUR | Nuance Communications INC | 株式-その他 | 1.32% | — | -1.57% | |
| 23 | MAS | Masco CORP | 株式-資本財 | 1.30% | -0.04% | -1.61% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.14% | — | +0.03% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.14% | — | +0.03% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.11% | — | +7.22% | |
| 27 | NXST | Nexstar Media Group INC | 株式-通信サービス | 1.01% | — | -1.39% | |
| 28 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.81% | — | — | |
| 29 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.79% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | +3.42% | |
| 31 | KNX | Knight-swift Transportation | 株式-資本財 | 0.66% | +0.13% | -1.55% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.05% | +4.90% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | -0.04% | +3.46% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.57% | — | — | |
| 35 | MRTN | Marten Transport LTD | 株式-その他 | 0.53% | — | -18.35% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | -0.06% | -14.75% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | -0.04% | -24.43% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | -0.06% | +2.85% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | — | -10.38% | |
| 40 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.28% | — | +0.23% | |
| 41 | CME | Cme Group INC | 株式-金融 | 0.26% | — | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.26% | — | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.21% | -0.16% | — | |
| 45 | CGC | Canopy Growth Corporation | 株式-ヘルスケア | 0.19% | — | — | |
| 46 | ACEL | Accel Entertainment INC | 株式-その他 | 0.13% | — | — |