CIK: 0001767151
申告総資産額
$4.1億
| # | 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 | STC | Stewart Information Services | 株式-その他 | 6.59% | — | — | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.94% | — | +55.57% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.83% | -0.67% | +103.22% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.92% | — | +44.95% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 3.72% | — | +4.53% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.60% | — | +15.07% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.50% | +0.24% | +3.00% | |
| 8 | ✓ | Phillips Edison-arc Shopping C | 株式-その他 | 2.35% | — | +2.88% | |
| 9 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 1.98% | — | -7.48% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.72% | -0.31% | -4.31% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.69% | +2.07% | +62.39% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.52% | +0.33% | +186.57% | |
| 13 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.44% | — | +45.94% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.42% | — | +72.23% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.40% | — | +35.56% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.38% | — | +6.04% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.36% | -0.22% | +9.79% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.34% | +0.56% | +10.13% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.33% | — | +67.77% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.28% | — | +57.43% | |
| 21 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.27% | — | +39.00% | |
| 22 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 1.18% | — | +18.37% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.11% | — | +34.04% | |
| 24 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 1.11% | -0.18% | +205.63% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | +2.00% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.03% | — | +50.07% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.92% | — | +66.31% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.91% | — | +33.65% | |
| 29 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.88% | — | +153.81% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.84% | — | +5.46% | |
| 31 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.82% | — | +49.14% | |
| 32 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.81% | — | +39.38% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.78% | — | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.78% | — | +44.78% | |
| 35 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.72% | — | +35.25% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | +0.93% | +228.89% | |
| 37 | OUSAGBP | Oshares U.s Quality Dividend | ETF-その他 | 0.71% | — | +35.42% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | +0.20% | +12.91% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.22% | +11.78% | |
| 40 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.60% | — | +31.20% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | -5.36% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.60% | — | +45.71% | |
| 43 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.57% | — | +2.47% | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.56% | — | +4.77% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.56% | — | +132.70% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +279.96% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.53% | — | +3.00% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -13.74% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | — | |
| 50 | FTI | TechnipFMC plc | 株式-エネルギー | 0.50% | — | +10.22% |