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 | 12.52% | -1.16% | -3.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.44% | -0.55% | +26.37% | |
| 3 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 7.35% | -0.34% | -3.06% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 7.29% | -0.28% | -3.86% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.42% | -0.26% | +69.57% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.99% | -1.29% | -3.48% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.81% | -0.72% | -2.44% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.80% | -0.33% | +30.16% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.52% | -1.35% | -2.75% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.32% | — | +94.08% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.08% | +0.06% | -6.70% | |
| 12 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 2.91% | — | — | |
| 13 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 2.82% | — | -6.64% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.74% | — | -5.18% | |
| 15 | CLRUSD | Continental Resources Inc/ok | 株式-その他 | 1.35% | — | +0.56% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.25% | +0.08% | — | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.11% | -0.09% | -51.11% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 0.88% | — | -3.96% | |
| 19 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 0.86% | — | -5.11% | |
| 20 | DG | Dollar General CORP | 株式-生活必需品 | 0.78% | — | -2.29% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +251.71% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.18% | +0.23% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | +2.06% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | -4.57% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.70% | — | -21.75% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 0.69% | — | -2.06% | |
| 27 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.68% | — | -3.89% | |
| 28 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.67% | — | -6.69% | |
| 29 | CDW | Cdw Corp/de | 株式-IT | 0.66% | — | — | |
| 30 | CACC | Credit Acceptance CORP | 株式-その他 | 0.64% | — | -4.23% | |
| 31 | ENTG | Entegris INC | 株式-IT | 0.63% | — | — | |
| 32 | AXP | American Express Co | 株式-金融 | 0.63% | — | -3.10% | |
| 33 | FCN | Fti Consulting INC | 株式-資本財 | 0.63% | — | -29.20% | |
| 34 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.62% | — | -3.79% | |
| 35 | CVI | Cvr Energy INC | 株式-その他 | 0.62% | — | -4.29% | |
| 36 | ALL | Allstate CORP | 株式-金融 | 0.60% | — | — | |
| 37 | AFL | Aflac INC | 株式-金融 | 0.60% | — | -5.27% | |
| 38 | MTH | Meritage Homes CORP | 株式-一般消費財 | 0.60% | — | — | |
| 39 | ALLE | Allegion plc | 株式-資本財 | 0.60% | — | — | |
| 40 | AGCO | Agco CORP | 株式-資本財 | 0.58% | — | -3.90% | |
| 41 | MSCI | Msci INC | 株式-金融 | 0.58% | — | — | |
| 42 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.57% | — | +125.59% | |
| 43 | OSK | Oshkosh CORP | 株式-資本財 | 0.57% | — | -3.26% | |
| 44 | SC | Santander Consumer USA Holdi | 株式-その他 | 0.56% | — | — | |
| 45 | VOYA | Voya Financial INC | 株式-金融 | 0.55% | — | -2.84% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.53% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +7.80% | |
| 48 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.51% | — | -2.59% | |
| 49 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.48% | — | -1.80% | |
| 50 | AAPL | Apple INC | 株式-IT | 0.47% | — | +8.22% |