CIK: 0001729443
申告総資産額
$5.6億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 13.85% | -0.19% | +2.13% | |
| 2 | CDC | Victoryshares US Eq Income E | ETF-その他 | 13.22% | — | +2.06% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 12.71% | -0.28% | +1.97% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 12.31% | -0.21% | +1.18% | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 10.71% | — | +4.66% | |
| 6 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 6.79% | — | +3.16% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.78% | — | +4.18% | |
| 8 | ARKK | Ark Innovation ETF | ETF-その他 | 3.08% | — | +52.62% | |
| 9 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 2.98% | -4.15% | — | |
| 10 | AAPL | Apple INC | 株式-IT | 2.36% | +0.10% | -0.78% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | +0.01% | -1.78% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | -1.56% | |
| 13 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.94% | — | -1.00% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.92% | — | -0.61% | |
| 15 | PGX | Invesco Preferred ETF | ETF-その他 | 0.87% | — | +2.48% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 0.82% | — | -4.37% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | — | -0.81% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.76% | — | -11.16% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.68% | — | +0.33% | |
| 20 | IDV | Ishares International Select | ETF-その他 | 0.65% | — | +0.56% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.64% | +0.08% | +0.18% | |
| 22 | UL | Unilever PLC | 株式-生活必需品 | 0.63% | — | -0.98% | |
| 23 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 0.62% | — | -40.46% | |
| 24 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.60% | — | -0.93% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -0.87% | |
| 26 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.43% | — | — | |
| 27 | ENB | Enbridge INC | 株式-エネルギー | 0.34% | — | +1.09% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.34% | — | — | |
| 29 | T | At&t INC | 株式-通信サービス | 0.30% | +0.06% | NEW | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.30% | +0.04% | +9.96% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | +0.16% | +1.57% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.27% | — | +14.17% | |
| 33 | FFIN | First Finl Bankshares INC | 株式-金融 | 0.26% | — | — | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.25% | — | +4.56% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | — | +0.62% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.22% | — | +15.76% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.21% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.21% | — | +1.11% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | +0.38% | — | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | — | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.20% | — | — | |
| 42 | PAYX | Paychex INC | 株式-IT | 0.18% | — | — | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | +0.08% | — | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.18% | — | -43.10% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.18% | — | — | |
| 46 | VTR | Ventas INC | 株式-不動産 | 0.18% | — | — | |
| 47 | ET | Energy Transfer LP | 株式-エネルギー | 0.17% | +1.73% | -4.63% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.16% | — | — | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | — |