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 | 13.64% | -1.16% | +6.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.85% | -0.55% | +3.99% | |
| 3 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 7.12% | -0.34% | -2.38% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.35% | -0.26% | +2.01% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.09% | -0.33% | +1.89% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.49% | -0.72% | -3.39% | |
| 7 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 3.02% | — | +2.27% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.91% | -1.35% | +2.94% | |
| 9 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 2.55% | — | — | |
| 10 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 2.50% | — | -2.75% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.47% | +0.06% | +0.37% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.23% | -0.09% | +8.04% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.22% | — | +1.45% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.18% | -1.29% | +6.37% | |
| 15 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 2.17% | — | — | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.11% | -0.28% | -3.45% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.36% | — | +3.99% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | +0.34% | +123.91% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.95% | — | +3.60% | |
| 20 | ENTG | Entegris INC | 株式-IT | 0.95% | — | -0.86% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.91% | — | -73.87% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.87% | +0.79% | +11.10% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 0.80% | — | -1.85% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.18% | +1.22% | |
| 25 | LRCXEUR | Lam Research CORP | 株式-IT | 0.75% | — | +2.09% | |
| 26 | KLAC | Kla CORP | 株式-IT | 0.74% | — | +1.24% | |
| 27 | QRVO | Qorvo INC | 株式-IT | 0.73% | — | +1.10% | |
| 28 | ✓ | 株式-その他 | 0.72% | — | +2.39% | ||
| 29 | TGT | Target CORP | 株式-一般消費財 | 0.69% | — | +0.89% | |
| 30 | MSCI | Msci INC | 株式-金融 | 0.69% | — | +2.73% | |
| 31 | CLRUSD | Continental Resources Inc/ok | 株式-その他 | 0.68% | — | — | |
| 32 | MTH | Meritage Homes CORP | 株式-一般消費財 | 0.65% | — | +0.86% | |
| 33 | DG | Dollar General CORP | 株式-生活必需品 | 0.61% | — | +0.29% | |
| 34 | SWKS | Skyworks Solutions INC | 株式-IT | 0.59% | — | +1.50% | |
| 35 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.59% | — | +0.95% | |
| 36 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.58% | — | +2.00% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +7.85% | |
| 38 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.49% | — | +3.47% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.49% | — | +3.86% | |
| 40 | EBAY | Ebay INC | 株式-一般消費財 | 0.47% | — | +1.09% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.46% | — | +3.23% | |
| 42 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.45% | -0.21% | EXIT | |
| 43 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.45% | — | — | |
| 44 | GAP | Gap Inc/the | 株式-一般消費財 | 0.45% | — | — | |
| 45 | ROK | Rockwell Automation INC | 株式-資本財 | 0.45% | — | +2.09% | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.44% | — | +2.54% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.44% | — | +6.56% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.43% | — | +3.09% | |
| 49 | PWR | Quanta Services INC | 株式-資本財 | 0.42% | — | — | |
| 50 | TT | Trane Technologies plc | 株式-資本財 | 0.41% | — | +1.57% |