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 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 6.82% | — | -0.34% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.67% | — | +11.91% | |
| 3 | ✓ | Kraneshares Tr | 株式-その他 | 6.47% | — | +1.85% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.90% | — | -2.36% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.13% | — | +3.99% | |
| 6 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 4.60% | — | +5.36% | |
| 7 | ✓ | Kraneshares Tr | 株式-その他 | 3.75% | — | -2.64% | |
| 8 | PWS | Pacer Wealthshield ETF | ETF-その他 | 3.73% | — | +6.44% | |
| 9 | ✓ | Kraneshares Tr | 株式-その他 | 3.30% | — | +11.00% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.28% | — | -23.64% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.78% | — | +17.73% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.05% | — | -22.52% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.82% | — | -6.51% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.74% | — | +100.35% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.65% | — | +1.44% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.58% | — | -53.16% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.56% | — | +0.40% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.53% | — | -2.91% | |
| 19 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.50% | — | +1.05% | |
| 20 | PFL | Pimco Income Strategy Fund | 株式-その他 | 1.00% | — | -2.02% | |
| 21 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.98% | — | — | |
| 22 | HTAB | Hartford Schroders Tax Aware | ETF-その他 | 0.83% | — | -3.05% | |
| 23 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.83% | — | -3.07% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.82% | — | +21.05% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.82% | — | +2.10% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | +14.91% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +21.36% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | +17.76% | |
| 29 | SPGI | S&p Global INC | 株式-金融 | 0.54% | — | +1.06% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.50% | — | +0.01% | |
| 31 | ROP | Roper Technologies INC | 株式-IT | 0.49% | — | +14.15% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +8.00% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.49% | — | — | |
| 34 | CTAS | Cintas CORP | 株式-資本財 | 0.48% | — | +17.37% | |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.48% | — | +6.47% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.47% | — | -5.54% | |
| 37 | APD | Air Products & Chemicals INC | 株式-素材 | 0.47% | — | +4.77% | |
| 38 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.47% | — | +4.19% | |
| 39 | LIN | Linde plc | 株式-素材 | 0.46% | — | +8.49% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.45% | — | +18.96% | |
| 41 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 0.45% | — | — | |
| 42 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.44% | — | -2.54% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | — | |
| 44 | AAPL | Apple INC | 株式-IT | 0.43% | — | -6.81% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +8.64% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +9.80% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.43% | — | +8.21% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.43% | — | +10.98% | |
| 49 | TROW | T Rowe Price Group INC | 株式-金融 | 0.42% | — | +19.21% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.42% | — | +9.92% |