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 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 14.28% | -13.73% | +11.72% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 12.52% | +4.16% | +8.48% | |
| 3 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 8.93% | +0.13% | — | |
| 4 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 6.23% | +0.22% | -2.25% | |
| 5 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 5.76% | -0.31% | -17.56% | |
| 6 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 4.78% | -0.78% | -16.15% | |
| 7 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.89% | +0.01% | +35.26% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.37% | -0.60% | -28.40% | |
| 9 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 2.23% | -2.09% | +13.48% | |
| 10 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 2.16% | +1.85% | — | |
| 11 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.79% | — | -15.71% | |
| 12 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 1.79% | — | -2.81% | |
| 13 | ✓ | 株式-その他 | 1.47% | — | -0.59% | ||
| 14 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 1.40% | — | +26.79% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | +0.06% | -16.86% | |
| 16 | PID | Invesco International Divide | ETF-その他 | 1.23% | — | -14.74% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | +0.87% | -4.53% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.11% | — | -1.91% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.02% | -0.34% | -13.18% | |
| 20 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 1.02% | — | -11.07% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.89% | +1.08% | +0.27% | |
| 22 | ERIEUR | Eldorado Resorts INC | 株式-その他 | 0.86% | — | — | |
| 23 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.86% | -0.33% | -16.60% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.78% | — | -0.35% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.65% | +0.54% | +0.03% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.62% | +0.75% | +10.57% | |
| 27 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.56% | -0.19% | -1.16% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.55% | +0.53% | +1.80% | |
| 29 | ITW | Illinois Tool Works | 株式-資本財 | 0.46% | -0.54% | +22.79% | |
| 30 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.44% | — | -18.72% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.44% | +0.05% | +2.21% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.42% | +0.44% | — | |
| 33 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.42% | — | -9.32% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | -0.46% | EXIT | |
| 35 | T | At&t INC | 株式-通信サービス | 0.41% | -0.17% | -6.88% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | -0.27% | |
| 37 | CME | Cme Group INC | 株式-金融 | 0.40% | — | +6.11% | |
| 38 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.37% | — | -11.38% | |
| 39 | RLI | Rli CORP | 株式-金融 | 0.36% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | — | +10.53% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | — | -2.58% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.34% | -0.02% | -2.38% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.33% | — | — | |
| 44 | EME | Emcor Group INC | 株式-資本財 | 0.29% | — | -16.17% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | -0.38% | EXIT | |
| 46 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.26% | — | -20.72% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | +5.32% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.26% | -0.31% | EXIT | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | -0.46% | EXIT | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | -3.53% |