CIK: 0001689232
申告総資産額
$4.6億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.72% | — | +1.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.69% | — | -3.54% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.31% | — | -2.73% | |
| 4 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 4.29% | — | -5.41% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.16% | — | -1.21% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.12% | +1.35% | +1.38% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.87% | — | -0.56% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.24% | — | -1.65% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.34% | — | -69.12% | |
| 10 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 1.33% | — | -7.69% | |
| 11 | ANETEUR | Arista Networks INC | 株式-その他 | 1.24% | — | — | |
| 12 | DVN | Devon Energy CORP | 株式-エネルギー | 1.24% | — | +66.92% | |
| 13 | EFX | Equifax INC | 株式-資本財 | 1.22% | — | — | |
| 14 | F | Ford Motor Co | 株式-一般消費財 | 1.21% | — | — | |
| 15 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 1.20% | — | +62.00% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.20% | — | — | |
| 17 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.20% | — | +22.77% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | — | |
| 19 | PWR | Quanta Services INC | 株式-資本財 | 1.17% | — | +55.94% | |
| 20 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 1.17% | — | +87.61% | |
| 21 | CDNS | Cadence Design Sys INC | 株式-IT | 1.16% | — | +81.50% | |
| 22 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.15% | — | +55.73% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.13% | — | +179.56% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | — | +71.16% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.09% | — | -5.95% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.06% | — | — | |
| 27 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.00% | — | — | |
| 28 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.96% | — | +45.81% | |
| 29 | AMAT | Applied Materials INC | 株式-IT | 0.93% | — | — | |
| 30 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.91% | — | — | |
| 31 | XLNXEUR | Xilinx INC | 株式-その他 | 0.89% | — | -27.69% | |
| 32 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.89% | — | +55.45% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | — | +12.51% | |
| 34 | EQR | Equity Residential | 株式-不動産 | 0.88% | — | — | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.82% | — | — | |
| 36 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.81% | +0.61% | — | |
| 37 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.78% | +0.74% | +44.09% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.77% | — | — | |
| 39 | CF | Cf Industries Holdings INC | 株式-素材 | 0.76% | — | — | |
| 40 | LNC | Lincoln National CORP | 株式-金融 | 0.75% | — | — | |
| 41 | BEN | Franklin Resources INC | 株式-金融 | 0.75% | — | — | |
| 42 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.73% | — | — | |
| 43 | WMB | Williams Cos INC | 株式-エネルギー | 0.72% | — | — | |
| 44 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.72% | -0.44% | EXIT | |
| 45 | MCHP | Microchip Technology INC | 株式-IT | 0.71% | — | +44.50% | |
| 46 | MCO | Moody's CORP | 株式-金融 | 0.69% | — | — | |
| 47 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.69% | — | — | |
| 48 | RHI | Robert Half INC | 株式-資本財 | 0.68% | — | -26.19% | |
| 49 | NDAQ | Nasdaq INC | 株式-金融 | 0.67% | — | — | |
| 50 | WAB | Wabtec CORP | 株式-資本財 | 0.66% | — | -24.83% |