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 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 12.96% | +0.02% | -3.74% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 12.09% | -0.49% | -11.24% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 10.66% | — | -5.17% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.39% | -0.35% | +1.46% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.05% | — | -0.14% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.31% | -0.22% | +0.14% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.77% | -0.35% | +6.18% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.25% | -0.04% | +5.72% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 4.89% | — | +18.28% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.87% | -0.04% | -4.06% | |
| 11 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.43% | +0.09% | +0.94% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.66% | — | -2.31% | |
| 13 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 2.58% | — | -15.97% | |
| 14 | TECH | Bio-techne CORP | 株式-ヘルスケア | 1.23% | -0.03% | -7.35% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.22% | +0.05% | -12.98% | |
| 16 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.93% | — | -1.17% | |
| 17 | CSX | Csx CORP | 株式-資本財 | 0.70% | +0.06% | +0.04% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | -0.20% | +39.22% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.54% | -0.08% | +0.24% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | -0.03% | -0.46% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.45% | +0.28% | -35.15% | |
| 22 | PGX | Invesco Preferred ETF | ETF-その他 | 0.29% | — | +1.92% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 0.22% | — | — | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.18% | — | — | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.18% | +0.01% | — | |
| 26 | HSY | Hershey Co/the | 株式-生活必需品 | 0.16% | +0.01% | -6.17% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.14% | -0.01% | +0.09% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.14% | +0.04% | +0.51% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.15% | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.01% | +0.62% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.13% | -0.01% | +0.41% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.12% | — | — | |
| 33 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.10% | -0.02% | +0.20% |