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 | 18.77% | -0.49% | +1.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.10% | -0.22% | +7.21% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 10.75% | — | +36.85% | |
| 4 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 7.95% | +0.02% | +1.09% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.78% | — | +0.69% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 7.75% | — | +80.53% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.66% | — | +1.40% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.50% | — | +4.29% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.29% | -0.04% | +0.34% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 4.81% | — | +0.55% | |
| 11 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.18% | +0.09% | +1.94% | |
| 12 | TECH | Bio-techne CORP | 株式-ヘルスケア | 1.31% | -0.03% | +0.15% | |
| 13 | GWRUSD | Genesee & Wyoming Inc-cl A | 株式-その他 | 1.20% | — | — | |
| 14 | CSX | Csx CORP | 株式-資本財 | 1.16% | +0.06% | +1.60% | |
| 15 | CELG | Celgene CORP | 株式-その他 | 0.67% | — | +0.11% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | -0.03% | +0.58% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.54% | — | -8.83% | |
| 18 | PGX | Invesco Preferred ETF | ETF-その他 | 0.53% | — | +0.60% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | +0.01% | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.24% | -0.08% | +5.07% | |
| 21 | HSY | Hershey Co/the | 株式-生活必需品 | 0.21% | +0.01% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | -0.35% | -26.56% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.01% | — | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.20% | +0.04% | +1.13% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.18% | — | — |