CIK: 0001680638
申告総資産額
$3.6億
| # | 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 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 10.37% | — | +81.26% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 9.79% | — | -15.94% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.67% | — | -40.42% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 9.52% | — | -19.95% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.28% | — | +5.63% | |
| 6 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 8.26% | — | -19.06% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.23% | — | +3.67% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 7.82% | — | -29.57% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 7.34% | — | +15.19% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 7.06% | — | -20.93% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.37% | — | -22.55% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.45% | — | — | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.34% | — | -16.42% | |
| 14 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.91% | — | -11.99% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | +0.05% | |
| 16 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.86% | — | -13.46% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.86% | — | -15.39% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.85% | — | -29.83% | |
| 19 | ✓ | Powershares S&p Smallcap Low | 株式-その他 | 0.57% | — | -5.50% | |
| 20 | ✓ | Powershares Exchange | 株式-その他 | 0.57% | — | -4.28% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | — | — | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.29% | — | — | |
| 23 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.29% | — | +0.05% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | +0.39% | |
| 25 | SYK | Stryker CORP | 株式-ヘルスケア | 0.23% | — | +0.05% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.23% | — | -1.01% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.19% | — | +0.22% | |
| 28 | ✓ | Stein Mart Inc | 株式-その他 | 0.03% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ITB | Ishares U.s. Home Constructi | +5.4% | +81.26% | 増加 |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | +1.5% | +15.19% | 増加 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +1.4% | +5.63% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +1.1% | +3.67% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.1% | +0.05% | 増加 |
| 6 | ✓ | Powershares Exchange | 0% | -4.28% | 減少 |
| 7 | XOM | Exxon Mobil CORP | 0% | — | 変化なし |
| 8 | ✓ | Powershares S&p Smallcap Low | 0% | -5.50% | 減少 |
| 9 | SYK | Stryker CORP | 0% | +0.05% | 増加 |
| 10 | HD | Home Depot INC | 0% | +0.39% | 増加 |
| 11 | HRL | Hormel Foods CORP | 0% | +0.05% | 増加 |
| 12 | HDV | Ishares Core High Dividend E | 0% | — | 変化なし |
| 13 | T | At&t INC | — | -1.01% | 減少 |
| 14 | LOW | Lowe's Cos INC | — | +0.22% | 増加 |
| 15 | ✓ | Powershares ETF Tr Ii | 0% | -13.46% | 減少 |
| 16 | USMV | Ishares Msci USA Min Vol Fac | 0% | -15.39% | 減少 |
| 17 | ✓ | Powershares ETF Tr Ii | -0.1% | -11.99% | 減少 |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -16.42% | 減少 |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | -29.83% | 減少 |
| 20 | IVE | Ishares S&p 500 Value ETF | -0.4% | -22.55% | 減少 |
| 21 | IVW | Ishares S&p 500 Growth ETF | -0.5% | -15.94% | 減少 |
| 22 | SCHD | Schwab U.S. Dividend Equity ETF | -0.9% | -19.06% | 減少 |
| 23 | ✓ | Powershares Qqq Trust Ser 1 | -1% | -19.95% | 減少 |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | -1.1% | -20.93% | 減少 |
| 25 | NOBL | Proshares S&p 500 Dividend A | -2.1% | -29.57% | 減少 |
| 26 | IVV | Ishares Core S&p 500 ETF | -4.8% | -40.42% | 減少 |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | — | NEW | 新規購入 |
| 28 | ✓ | Stein Mart Inc | — | NEW | 新規購入 |