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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 13.08% | +0.10% | — | |
| 2 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 11.74% | +0.02% | -10.60% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.43% | -0.49% | -2.80% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.30% | -0.35% | +0.67% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.26% | — | -6.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.12% | -0.22% | +0.05% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-その他 | 6.43% | +0.04% | +177.77% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.86% | -0.35% | +0.06% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.98% | -0.04% | -1.51% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.49% | +0.05% | +230.17% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.94% | -0.04% | -4.81% | |
| 12 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.51% | +0.09% | -0.41% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.67% | — | -2.96% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.14% | -0.20% | +42.52% | |
| 15 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.87% | -0.03% | +0.09% | |
| 16 | CSX | Csx CORP | 株式-資本財 | 0.64% | +0.06% | +0.05% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.54% | -0.08% | +0.11% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | -0.03% | +0.43% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.40% | +0.28% | -10.63% | |
| 20 | PGX | Invesco Preferred ETF | ETF-その他 | 0.29% | — | +2.28% | |
| 21 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.27% | — | — | |
| 22 | HSY | Hershey Co/the | 株式-生活必需品 | 0.23% | +0.01% | — | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.19% | +0.01% | — | |
| 24 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.19% | -0.02% | +4.59% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.17% | — | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.01% | +0.61% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.15% | -0.01% | +0.49% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.14% | +0.04% | +0.63% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | +0.01% | — | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.12% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.11% | -0.15% | — |