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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.01% | -0.67% | +58.78% | |
| 2 | STC | Stewart Information Services | 株式-その他 | 5.70% | — | — | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.50% | — | +22.52% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.16% | — | +12.98% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 3.31% | — | -4.48% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.26% | — | +0.02% | |
| 7 | ✓ | Phillips Edison-arc Shopping C | 株式-その他 | 2.16% | — | +1.44% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.10% | +0.24% | -2.25% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.92% | — | +49.70% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.81% | +2.07% | +18.77% | |
| 11 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 1.80% | — | +0.82% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.71% | — | +29.43% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.47% | — | +563.64% | |
| 14 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.40% | — | +71.13% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.37% | -0.31% | -12.74% | |
| 16 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.29% | — | -1.17% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | +0.33% | -0.22% | |
| 18 | ✓ | Cole Office & Industrial REIT | 株式-その他 | 1.26% | — | +334.00% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.24% | -0.22% | -1.13% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.23% | — | +0.57% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.21% | +0.56% | -0.91% | |
| 22 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.18% | — | +2.28% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.17% | — | +41.30% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.13% | +0.93% | +75.49% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.08% | — | -8.92% | |
| 26 | IYC | Ishares US Consumer Discreti | ETF-その他 | 1.03% | — | +41.90% | |
| 27 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 1.01% | -0.18% | -0.92% | |
| 28 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 1.00% | — | -2.52% | |
| 29 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.98% | — | — | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.95% | — | -1.89% | |
| 31 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.89% | — | +67.79% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | -0.76% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.85% | — | +67.61% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | — | +70.34% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.79% | — | -7.92% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.75% | — | -5.38% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.69% | — | -4.89% | |
| 38 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.68% | — | +3.12% | |
| 39 | OUSAGBP | Oshares U.s Quality Dividend | ETF-その他 | 0.68% | — | +3.09% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | +0.20% | +15.37% | |
| 41 | AAPL | Apple INC | 株式-IT | 0.61% | — | -0.94% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.22% | +1.66% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.57% | — | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.54% | — | -50.92% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | -8.84% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.50% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -0.60% | |
| 48 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.47% | — | +0.92% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +5.14% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.45% | — | — |