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 | 19.12% | -0.49% | +1.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.51% | -0.22% | +3.62% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 11.18% | — | +4.31% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 9.74% | — | +28.16% | |
| 5 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 8.46% | +0.02% | +6.34% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.81% | — | +0.74% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.76% | — | +1.85% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.70% | — | +1.23% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.70% | -0.04% | +5.59% | |
| 10 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.39% | +0.09% | +6.06% | |
| 11 | GWRUSD | Genesee & Wyoming Inc-cl A | 株式-その他 | 1.33% | — | — | |
| 12 | TECH | Bio-techne CORP | 株式-ヘルスケア | 1.30% | -0.03% | -2.58% | |
| 13 | CSX | Csx CORP | 株式-資本財 | 1.16% | +0.06% | -0.05% | |
| 14 | CELG | Celgene CORP | 株式-その他 | 0.64% | — | — | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.03% | +0.21% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.58% | — | +11.01% | |
| 17 | PGX | Invesco Preferred ETF | ETF-その他 | 0.57% | — | +11.27% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.24% | +0.01% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.24% | -0.08% | +0.35% | |
| 20 | HSY | Hershey Co/the | 株式-生活必需品 | 0.23% | +0.01% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | -0.35% | +0.61% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | +0.01% | +0.63% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.18% | — | — | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.17% | +0.04% | -8.65% |