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 | 12.73% | -1.16% | +1.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.68% | -0.55% | +2.23% | |
| 3 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 7.13% | -0.34% | -0.72% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.74% | -0.28% | -0.79% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.39% | -0.26% | +8.36% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.03% | -0.33% | +8.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.94% | -0.72% | -0.78% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.76% | -1.29% | -0.56% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.50% | -1.35% | +0.96% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.30% | — | -0.42% | |
| 11 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 3.03% | — | -1.33% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.91% | +0.06% | +0.61% | |
| 13 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 2.84% | — | -0.01% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.71% | — | +0.56% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.48% | — | — | |
| 16 | CLRUSD | Continental Resources Inc/ok | 株式-その他 | 1.38% | — | -0.56% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.18% | -0.09% | +5.40% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.17% | +0.08% | +0.90% | |
| 19 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 0.89% | — | +1.32% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | — | -1.50% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 0.75% | — | -7.35% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | -4.60% | |
| 23 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.69% | — | -0.89% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.18% | -15.20% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.67% | — | -2.91% | |
| 26 | CDW | Cdw Corp/de | 株式-IT | 0.66% | — | -7.42% | |
| 27 | ALLE | Allegion plc | 株式-資本財 | 0.63% | — | -5.68% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.63% | — | +19.04% | |
| 29 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.63% | — | -7.33% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | -7.16% | |
| 31 | MSCI | Msci INC | 株式-金融 | 0.61% | — | -4.13% | |
| 32 | ENTG | Entegris INC | 株式-IT | 0.60% | — | -3.38% | |
| 33 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.59% | — | -6.31% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.59% | — | -3.80% | |
| 35 | KLAC | Kla CORP | 株式-IT | 0.58% | — | — | |
| 36 | FCN | Fti Consulting INC | 株式-資本財 | 0.58% | — | -4.31% | |
| 37 | PHM | Pultegroup INC | 株式-一般消費財 | 0.56% | — | — | |
| 38 | DG | Dollar General CORP | 株式-生活必需品 | 0.56% | — | -21.77% | |
| 39 | ALL | Allstate CORP | 株式-金融 | 0.55% | — | -5.61% | |
| 40 | AFL | Aflac INC | 株式-金融 | 0.55% | — | -3.31% | |
| 41 | CACC | Credit Acceptance CORP | 株式-その他 | 0.54% | — | -5.71% | |
| 42 | GNTX | Gentex CORP | 株式-一般消費財 | 0.53% | — | — | |
| 43 | AGCO | Agco CORP | 株式-資本財 | 0.53% | — | -3.25% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.52% | — | — | |
| 45 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.50% | — | -2.86% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.48% | — | -1.74% | |
| 47 | CE | Celanese CORP | 株式-素材 | 0.48% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +6.71% | |
| 49 | AAPL | Apple INC | 株式-IT | 0.46% | — | -19.37% | |
| 50 | MTH | Meritage Homes CORP | 株式-一般消費財 | 0.43% | — | -10.22% |