CIK: 0001720235
申告総資産額
$3.7億
| # | 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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 12.02% | -0.05% | -4.98% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 11.24% | -0.24% | -3.07% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 6.36% | — | -26.05% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.30% | -0.34% | -2.58% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.51% | — | -2.84% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.04% | -0.31% | +2.80% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.25% | — | +6.18% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.02% | -0.28% | +15.51% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.84% | — | -3.88% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | -0.09% | -3.50% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.55% | -0.10% | -2.49% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.46% | +0.19% | -1.61% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.42% | — | +1340.74% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.40% | -0.11% | -15.58% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.18% | +0.55% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.13% | — | — | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.13% | -0.05% | +0.28% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.03% | -0.04% | -43.93% | |
| 19 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.98% | — | -2.37% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.92% | -0.21% | +0.30% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 0.81% | +0.23% | — | |
| 22 | DFAT | Dimensional US Target Value | ETF-その他 | 0.61% | — | -2.27% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.59% | — | -4.34% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.49% | — | -1.49% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | -6.23% | |
| 26 | MTG | Mgic Investment CORP | 株式-金融 | 0.47% | -0.37% | +3.13% | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | +0.50% | +47.42% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +1.18% | |
| 29 | JBL | Jabil INC | 株式-IT | 0.43% | — | +0.70% | |
| 30 | APAM | Artisan Partners Asset Ma -a | 株式-金融 | 0.39% | — | +6.47% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | -5.08% | |
| 32 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 0.38% | — | +2.60% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.27% | +3.10% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.37% | — | — | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.37% | — | -1.00% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | — | — | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.37% | — | -18.59% | |
| 38 | MFC | Manulife Financial CORP | 株式-金融 | 0.36% | — | +11.41% | |
| 39 | VLO | Valero Energy CORP | 株式-エネルギー | 0.36% | — | -1.15% | |
| 40 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.35% | — | -1.08% | |
| 41 | STLD | Steel Dynamics INC | 株式-素材 | 0.35% | — | +0.55% | |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.35% | — | -25.57% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.35% | — | -17.03% | |
| 44 | AIT | Applied Industrial Tech INC | 株式-資本財 | 0.34% | — | +1.22% | |
| 45 | HRB | H&r Block INC | 株式-一般消費財 | 0.33% | — | +12.07% | |
| 46 | IRM | Iron Mountain INC | 株式-不動産 | 0.33% | — | — | |
| 47 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.32% | — | +8.41% | |
| 48 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.31% | +0.17% | +3.76% | |
| 49 | RS | Reliance INC | 株式-素材 | 0.30% | — | -0.35% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | +0.07% |