CIK: 0001768302
申告総資産額
$5.3億
| # | 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 10.95% | -0.08% | -1.88% | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 7.22% | — | +0.63% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.35% | -0.07% | +11.69% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.01% | -0.76% | +4.84% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.82% | +0.21% | -4.89% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 5.22% | — | +14.01% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-その他 | 4.78% | +0.07% | +94.61% | |
| 8 | FMB | First Trust Managed Municipa | ETF-その他 | 4.50% | -0.08% | +26.51% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.10% | — | +4.18% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.01% | — | +1.25% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.78% | — | +0.25% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.55% | -0.22% | +740.49% | |
| 13 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 2.48% | — | +1.13% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.39% | — | +3.40% | |
| 15 | REET | Ishares Global Reit ETF | ETF-その他 | 2.06% | +0.07% | -2.15% | |
| 16 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 2.05% | — | -0.56% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.01% | -0.09% | +4.16% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.94% | — | +498.40% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.83% | — | +2.05% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.83% | — | +14.10% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.76% | — | -8.78% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.65% | — | +2.88% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.28% | -0.07% | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.06% | +444.16% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.04% | +0.17% | +54.17% | |
| 26 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.74% | — | -0.92% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.05% | -0.70% | |
| 28 | CACC | Credit Acceptance CORP | 株式-その他 | 0.54% | — | -12.50% | |
| 29 | FIS | Fidelity National Info Serv | 株式-IT | 0.48% | — | -5.55% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.48% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | -0.07% | +129.56% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.10% | +2.62% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.36% | — | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -0.04% | +4.02% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | +127.99% | |
| 38 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.34% | — | +0.92% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | +0.12% | |
| 40 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.31% | — | +0.63% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.24% | — | +55.35% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.24% | -0.04% | -0.99% | |
| 43 | ROK | Rockwell Automation INC | 株式-資本財 | 0.23% | — | -0.50% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.22% | — | +28.27% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | -0.07% | +68.76% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.21% | — | +53.74% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.21% | — | +0.05% | |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.20% | — | +10.05% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | — |