CIK: 0001799797
申告総資産額
$3.3億
| # | 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 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 10.03% | — | +20.48% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 9.96% | +0.21% | +20.91% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.97% | -1.06% | +8.55% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.96% | -0.24% | +7.51% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.22% | -0.06% | +12.27% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.18% | +0.87% | — | |
| 7 | CDC | Victoryshares US Eq Income E | ETF-その他 | 4.32% | — | -35.40% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.87% | +0.19% | +6.27% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.90% | -0.02% | +16.65% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.67% | -0.13% | +23.29% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.40% | +0.11% | +8.09% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.40% | — | +6.71% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.36% | — | +8.48% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.31% | — | -7.58% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.16% | — | +10.43% | |
| 16 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 2.03% | — | +5.70% | |
| 17 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.86% | +0.05% | +6.34% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.86% | -0.04% | +0.20% | |
| 19 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.40% | +0.03% | -2.76% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.33% | -0.01% | -4.45% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.29% | -0.01% | -5.77% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.28% | +0.02% | +15.55% | |
| 23 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 1.04% | — | +20.64% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.92% | — | -7.97% | |
| 25 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.83% | — | -8.17% | |
| 26 | BOAT | Sonicshares Global Shipping | ETF-その他 | 0.82% | — | +24.91% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.80% | — | -10.05% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.77% | — | -7.40% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.75% | — | -3.49% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.61% | — | +19.78% | |
| 31 | PAVE | Global X US Infrastructure | ETF-その他 | 0.57% | — | +20.64% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.43% | — | -2.21% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.42% | -0.01% | -5.85% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.11% | +0.11% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.29% | — | -2.90% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | -0.05% | -1.43% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.24% | -0.08% | +1.01% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.24% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.03% | -0.62% | |
| 40 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.22% | — | +57.66% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.21% | -0.02% | — | |
| 42 | PPG | Ppg Industries INC | 株式-素材 | 0.21% | — | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.06% | EXIT | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.18% | — | -0.31% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | — | +144.16% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.17% | — | +0.40% | |
| 47 | DAL | Delta Air Lines INC | 株式-資本財 | 0.15% | — | -4.65% | |
| 48 | BRO | Brown & Brown INC | 株式-金融 | 0.15% | — | — | |
| 49 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 0.14% | -0.06% | EXIT | |
| 50 | DG | Dollar General CORP | 株式-生活必需品 | 0.14% | — | +0.42% |