CIK: 0001733777
申告総資産額
$4.8億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.50% | — | +1459.37% | |
| 2 | PWS | Pacer Wealthshield ETF | ETF-その他 | 6.22% | — | +2476.77% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 6.00% | — | +1506.36% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.48% | — | +1204.26% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.31% | — | +1642.31% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.10% | — | — | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.80% | — | +1397.82% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.64% | — | +1037.12% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.48% | — | +1407.56% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.33% | — | +859.84% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.02% | — | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.69% | — | +49.72% | |
| 13 | MMM | 3m Co | 株式-資本財 | 1.60% | — | +254.02% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.55% | — | +1792.88% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | — | +335.12% | |
| 16 | PFL | Pimco Income Strategy Fund | 株式-その他 | 1.41% | — | +52.05% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.39% | — | +121.99% | |
| 18 | CIM | Chimera Investment Corporation | 株式-その他 | 1.21% | — | +18.38% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.02% | — | +17.03% | |
| 20 | FMAO | Farmers & Merchants Banco/oh | 株式-その他 | 0.98% | — | +600.12% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.93% | — | -18.26% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.91% | — | — | |
| 23 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.87% | — | — | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | +858.71% | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.86% | — | +2.84% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | — | +803.89% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | +925.94% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | +1075.25% | |
| 30 | AFL | Aflac INC | 株式-金融 | 0.73% | — | — | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.72% | — | — | |
| 32 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.72% | — | — | |
| 33 | CLX | Clorox Company | 株式-生活必需品 | 0.71% | — | — | |
| 34 | APD | Air Products & Chemicals INC | 株式-素材 | 0.70% | — | — | |
| 35 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.69% | — | — | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.67% | — | — | |
| 37 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.67% | — | +825.63% | |
| 38 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.67% | — | — | |
| 39 | PPG | Ppg Industries INC | 株式-素材 | 0.65% | — | — | |
| 40 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.65% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +253.09% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | — | |
| 43 | CTAS | Cintas CORP | 株式-資本財 | 0.64% | — | — | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.64% | — | — | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.63% | — | — | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.62% | — | — | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.62% | — | — | |
| 48 | GWW | Ww Grainger INC | 株式-資本財 | 0.61% | — | — | |
| 49 | TROW | T Rowe Price Group INC | 株式-金融 | 0.60% | — | — | |
| 50 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.60% | — | — |