CIK: 0001753218
申告総資産額
$2.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.02% | -1.16% | +9.33% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 7.26% | -0.28% | +67.41% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.21% | -0.55% | +115.74% | |
| 4 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 5.92% | -0.34% | -6.86% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.69% | — | -57.27% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.01% | -1.29% | -3.24% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.84% | -0.72% | -1.46% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.58% | -1.35% | +84.60% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.40% | +1.79% | — | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.34% | +0.06% | -2.85% | |
| 11 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 3.18% | — | -7.79% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.64% | -0.33% | +106.31% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.32% | -0.09% | +364.50% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 2.30% | -0.08% | -1.34% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.16% | -0.26% | +586.61% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.81% | — | +0.33% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.75% | — | -0.68% | |
| 18 | CLRUSD | Continental Resources Inc/ok | 株式-その他 | 1.69% | — | — | |
| 19 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 0.95% | — | -2.31% | |
| 20 | LEAF | Leaf Group LTD | 株式-その他 | 0.92% | — | — | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.89% | — | -0.58% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 0.89% | — | -7.83% | |
| 23 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.83% | — | -2.67% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 0.80% | — | -7.54% | |
| 25 | PYPL | Paypal Holdings INC | 株式-金融 | 0.77% | — | -8.51% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | — | -5.25% | |
| 27 | AES | Aes CORP | 株式-公益事業 | 0.73% | — | -9.40% | |
| 28 | CACC | Credit Acceptance CORP | 株式-その他 | 0.71% | — | -8.76% | |
| 29 | AGO | Assured Guaranty Ltd. | 株式-金融 | 0.70% | — | -7.67% | |
| 30 | FCN | Fti Consulting INC | 株式-資本財 | 0.69% | — | +25.54% | |
| 31 | WOO | Foot Locker INC | 株式-その他 | 0.68% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.18% | +6.97% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | -6.86% | |
| 34 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.67% | — | — | |
| 35 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.66% | — | +1.29% | |
| 36 | AFL | Aflac INC | 株式-金融 | 0.65% | — | — | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | — | -5.97% | |
| 38 | DG | Dollar General CORP | 株式-生活必需品 | 0.64% | — | — | |
| 39 | AXP | American Express Co | 株式-金融 | 0.64% | — | — | |
| 40 | CVI | Cvr Energy INC | 株式-その他 | 0.64% | — | -11.84% | |
| 41 | GATX | Gatx CORP | 株式-資本財 | 0.64% | — | +26.22% | |
| 42 | GLW | Corning INC | 株式-IT | 0.64% | — | +24.15% | |
| 43 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 0.63% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | +22.15% | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.63% | — | +6.77% | |
| 46 | ORI | Old Republic Intl CORP | 株式-金融 | 0.59% | — | — | |
| 47 | SHOE | Shoe Station Group INC | 株式-その他 | 0.58% | — | — | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.57% | — | -0.61% | |
| 49 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.57% | — | — | |
| 50 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.55% | — | +26.90% |