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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 23.12% | -0.49% | -0.21% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 15.67% | -0.04% | +0.15% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 13.40% | — | +1.05% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 12.89% | — | -42.39% | |
| 5 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 8.06% | +0.02% | +0.90% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.68% | — | -0.76% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-その他 | 5.12% | — | +0.09% | |
| 8 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.60% | +0.09% | +1.93% | |
| 9 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 3.18% | — | +2.47% | |
| 10 | TECH | Bio-techne CORP | 株式-ヘルスケア | 1.55% | -0.03% | +41.61% | |
| 11 | GWRUSD | Genesee & Wyoming Inc-cl A | 株式-その他 | 1.46% | — | — | |
| 12 | CSX | Csx CORP | 株式-資本財 | 1.32% | +0.06% | +0.05% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.80% | — | +5.73% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | -0.03% | +18.83% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | +0.01% | +0.26% | |
| 16 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.48% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 0.31% | -0.08% | +0.30% | |
| 18 | CELG | Celgene CORP | 株式-その他 | 0.28% | — | — | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 0.27% | — | +0.45% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 0.25% | +0.04% | +0.63% | |
| 21 | HSY | Hershey Co/the | 株式-生活必需品 | 0.21% | +0.01% | — | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 0.20% | — | — |