CIK: 0001640638
申告総資産額
$2.1億
| # | 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 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 10.40% | -0.31% | -10.62% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 9.86% | -13.73% | +20.18% | |
| 3 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 9.44% | -0.78% | -9.24% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.85% | +4.16% | +93.17% | |
| 5 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 7.41% | — | +27.63% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 7.12% | -0.60% | -18.92% | |
| 7 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 6.85% | — | +27.94% | |
| 8 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 6.04% | — | -25.77% | |
| 9 | ✓ | Powershares ETF Trust | ETF-その他 | 3.96% | — | -23.37% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.50% | -0.34% | -22.85% | |
| 11 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.47% | — | +19.24% | |
| 12 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.41% | -0.33% | -24.54% | |
| 13 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.10% | — | +0.22% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.07% | — | -28.22% | |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.71% | — | +32.91% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.41% | — | -16.43% | |
| 17 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.25% | — | -2.91% | |
| 18 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.10% | — | +11.90% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.89% | — | -2.07% | |
| 20 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.89% | — | +12.83% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.88% | +1.08% | +17.00% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.63% | +0.54% | +0.03% | |
| 23 | 90002USD | Guggenheim Bulletshares 2018 | ETF-その他 | 0.62% | — | -1.69% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | +0.53% | +0.40% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | +0.87% | +19.96% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.48% | +0.44% | — | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | -0.02% | +1.32% | |
| 28 | ERIEUR | Eldorado Resorts INC | 株式-その他 | 0.39% | — | — | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.32% | — | +0.44% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.30% | -0.17% | +18.79% | |
| 31 | EME | Emcor Group INC | 株式-資本財 | 0.30% | — | -0.83% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | -0.46% | EXIT | |
| 33 | CME | Cme Group INC | 株式-金融 | 0.29% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | — | +28.56% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | +0.06% | +34.69% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | — | +4.05% | |
| 37 | VFH | Vanguard Financials ETF | ETF-その他 | 0.23% | — | — | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.21% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | +0.35% | |
| 40 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.17% | — | +0.02% | |
| 41 | SYK | Stryker CORP | 株式-ヘルスケア | 0.17% | — | — | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.16% | — | +26.52% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.16% | -0.31% | EXIT | |
| 44 | DVA | Davita INC | 株式-ヘルスケア | 0.15% | — | — | |
| 45 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.15% | — | +0.23% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.15% | -0.83% | +0.11% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | +5.37% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.14% | -0.38% | EXIT | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | -0.13% | +3.87% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.12% | — | — |