CIK: 0001656167
申告総資産額
$1.4億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.12% | -0.60% | +356.05% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.91% | -0.70% | -5.80% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.66% | -20.19% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 2.65% | — | — | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.42% | -0.61% | -4.09% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.30% | +1.84% | +758.67% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.13% | — | -5.17% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.06% | -0.11% | -7.64% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.92% | +1.91% | +67.02% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.91% | — | -36.11% | |
| 11 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 1.73% | -0.77% | — | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.61% | — | -9.95% | |
| 13 | MBB | Ishares Mbs ETF | ETF-その他 | 1.59% | — | -9.76% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.56% | — | — | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.55% | — | — | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.35% | -0.19% | -1.63% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.18% | +10.51% | |
| 18 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.17% | — | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | -0.11% | -8.42% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.12% | -0.62% | -3.03% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.12% | +0.79% | +158.23% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.10% | — | -19.23% | |
| 23 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 1.10% | — | — | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.09% | -0.19% | -3.86% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | -0.22% | -11.41% | |
| 26 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 1.06% | — | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.00% | — | -2.52% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.00% | -0.25% | -3.17% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | — | +1.14% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 0.95% | — | +6.74% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | +35.03% | |
| 32 | DFAT | Dimensional US Target Value | ETF-その他 | 0.94% | — | — | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.94% | -0.16% | -0.44% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.94% | +0.26% | +8.03% | |
| 35 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 0.93% | +0.91% | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | +0.44% | -15.88% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.90% | -0.19% | -0.46% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | +0.21% | +15.84% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.85% | +0.39% | -10.57% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.84% | — | -11.74% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.83% | — | -2.79% | |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.81% | — | -3.37% | |
| 43 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.81% | — | -1.24% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.75% | — | -0.42% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.75% | — | -0.36% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.75% | -0.19% | -2.80% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | -14.59% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.09% | +587.98% | |
| 49 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.71% | -0.25% | — | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.71% | — | -0.30% |