CIK: 0001729428
申告総資産額
$4.0億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.12% | — | +29.37% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.81% | — | +105.89% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.80% | — | -1.69% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.18% | — | +507.31% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.64% | — | +244.33% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.51% | — | -6.94% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.90% | +3.30% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.16% | — | +120.44% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.59% | — | -1.76% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 1.56% | +0.40% | -6.11% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.54% | — | -2.22% | |
| 12 | NUE | Nucor CORP | 株式-素材 | 1.47% | — | -0.67% | |
| 13 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 1.46% | — | — | |
| 14 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 1.45% | — | -1.85% | |
| 15 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.39% | — | -31.65% | |
| 16 | SNPS | Synopsys INC | 株式-IT | 1.39% | — | -10.82% | |
| 17 | PWR | Quanta Services INC | 株式-資本財 | 1.35% | — | -13.58% | |
| 18 | ETN | Eaton Corporation plc | 株式-資本財 | 1.34% | — | -2.66% | |
| 19 | WM | Waste Management INC | 株式-資本財 | 1.22% | — | -0.16% | |
| 20 | TGT | Target CORP | 株式-一般消費財 | 1.22% | — | -2.85% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.20% | — | -9.15% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.17% | — | +16.05% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.16% | — | -7.09% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -8.57% | |
| 25 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.09% | — | — | |
| 26 | AAPL | Apple INC | 株式-IT | 1.09% | — | +11.23% | |
| 27 | BLD | Topbuild CORP | 株式-資本財 | 1.08% | -0.78% | EXIT | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.07% | — | — | |
| 29 | TROW | T Rowe Price Group INC | 株式-金融 | 1.07% | — | -4.29% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.05% | — | -0.06% | |
| 31 | SCI | Service CORP International | 株式-一般消費財 | 1.03% | — | -9.07% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.03% | — | -10.70% | |
| 33 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.03% | — | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.02% | — | +0.83% | |
| 35 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.01% | — | — | |
| 36 | NDAQ | Nasdaq INC | 株式-金融 | 1.00% | — | -9.55% | |
| 37 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 0.99% | — | -0.53% | |
| 38 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.98% | — | — | |
| 39 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.97% | — | -1.51% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.95% | — | +0.25% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | — | -8.63% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.95% | — | — | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.95% | — | +3.05% | |
| 44 | GWW | Ww Grainger INC | 株式-資本財 | 0.94% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | — | -1.43% | |
| 46 | LPX | Louisiana-pacific CORP | 株式-資本財 | 0.93% | — | — | |
| 47 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.92% | — | +32.32% | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.91% | — | -35.93% | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.90% | — | — | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | — | -7.94% |