CIK: 0001697740
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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 19.61% | — | +0.92% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 19.11% | -0.49% | +1.08% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 12.98% | -0.04% | +164.51% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 11.95% | — | +1.38% | |
| 5 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 6.89% | +0.02% | — | |
| 6 | ✓ | Claymore Exchange-trd Fd Tr | 株式-その他 | 6.74% | — | +0.94% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.85% | — | +1.05% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.57% | — | +1.39% | |
| 9 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.06% | +0.09% | +1.03% | |
| 10 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 2.57% | — | +0.98% | |
| 11 | GWRUSD | Genesee & Wyoming Inc-cl A | 株式-その他 | 1.06% | — | — | |
| 12 | CSX | Csx CORP | 株式-資本財 | 0.94% | +0.06% | +0.23% | |
| 13 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.77% | -0.03% | +0.17% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.62% | — | -92.74% | |
| 15 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.61% | — | -13.66% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.01% | +0.59% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | -0.03% | +0.44% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | -0.35% | — | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.33% | +0.04% | +0.49% | |
| 20 | CELG | Celgene CORP | 株式-その他 | 0.26% | — | — | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.26% | — | +0.41% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | +0.01% | +0.52% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.22% | -0.08% | +0.38% | |
| 24 | C | Citigroup INC | 株式-金融 | 0.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | +7.8% | +164.51% | 増加 |
| 2 | TECH | Bio-techne CORP | 0% | +0.17% | 増加 |
| 3 | BAC | Bank Of America CORP | 0% | +0.41% | 増加 |
| 4 | ABT | Abbott Laboratories | 0% | +0.44% | 増加 |
| 5 | AAPL | Apple INC | 0% | +0.38% | 増加 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 7 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.52% | 増加 |
| 8 | CAT | Caterpillar INC | -0.1% | +0.49% | 増加 |
| 9 | CELG | Celgene CORP | -0.1% | — | 変化なし |
| 10 | JNJ | Johnson & Johnson | -0.1% | +0.59% | 増加 |
| 11 | CSX | Csx CORP | -0.1% | +0.23% | 増加 |
| 12 | FTC | First Trust Large Cap Growth | -0.1% | +0.98% | 増加 |
| 13 | ✓ | Claymore Exchange-trd Fd Tr | -0.1% | +0.94% | 増加 |
| 14 | HYLS | Ft Tactical High Yield ETF | -0.1% | -13.66% | 減少 |
| 15 | JHMM | John Hancock Multi Fact Mid | -0.2% | +1.03% | 増加 |
| 16 | GWRUSD | Genesee & Wyoming Inc-cl A | -0.3% | — | 変化なし |
| 17 | HDV | Ishares Core High Dividend E | -0.5% | +1.39% | 増加 |
| 18 | DGRO | Ishares Core Dividend Growth | -0.5% | +1.05% | 増加 |
| 19 | IWD | Ishares Russell 1000 Value E | -1% | +1.38% | 増加 |
| 20 | IWF | Ishares Russell 1000 Growth | -1.2% | +1.08% | 増加 |
| 21 | SCHD | Schwab U.S. Dividend Equity ETF | -1.5% | +0.92% | 増加 |
| 22 | USMV | Ishares Msci USA Min Vol Fac | -8.5% | -92.74% | 減少 |
| 23 | JHML | John Hancock Multi Fact Lrg | — | NEW | 新規購入 |
| 24 | HSY | Hershey Co/the | — | EXIT | 全売却 |
| 25 | UNP | Union Pacific CORP | — | EXIT | 全売却 |
| 26 | C | Citigroup INC | — | NEW | 新規購入 |