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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 19.71% | — | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 19.68% | -0.49% | +1.48% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 13.25% | -0.04% | +1.85% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 11.70% | — | +0.90% | |
| 5 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 6.91% | +0.02% | +2.50% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-その他 | 6.32% | — | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.73% | — | +1.16% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.41% | — | +0.49% | |
| 9 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.13% | +0.09% | +4.46% | |
| 10 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 2.68% | — | +4.27% | |
| 11 | GWRUSD | Genesee & Wyoming Inc-cl A | 株式-その他 | 1.19% | — | — | |
| 12 | CSX | Csx CORP | 株式-資本財 | 1.03% | +0.06% | +0.08% | |
| 13 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.73% | -0.03% | -0.76% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.65% | — | +7.15% | |
| 15 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.58% | — | +3.25% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.01% | +0.74% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | -0.03% | +0.42% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | -0.35% | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | +0.01% | +0.82% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.24% | — | +0.42% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.23% | -0.08% | +0.38% | |
| 22 | CELG | Celgene CORP | 株式-その他 | 0.23% | — | — | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.20% | +0.04% | -29.98% |