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 | 14.07% | +0.10% | -20.30% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.48% | — | -2.15% | |
| 3 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 8.43% | +0.02% | -18.06% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.06% | -0.49% | -18.24% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.09% | -0.22% | -0.69% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 6.32% | +0.05% | +51.33% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 6.13% | +0.13% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.76% | -0.35% | +0.68% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.19% | -0.35% | +5.45% | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 4.67% | +0.19% | — | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.02% | -0.04% | -0.14% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.39% | +0.04% | -43.13% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-その他 | 3.33% | — | -43.36% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.28% | -0.04% | +0.69% | |
| 15 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.28% | +0.09% | +12.05% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.58% | +0.15% | — | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.38% | -0.20% | +2.78% | |
| 18 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.61% | -0.03% | -0.94% | |
| 19 | CSX | Csx CORP | 株式-資本財 | 0.60% | +0.06% | +0.08% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.51% | -0.08% | -2.36% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.48% | +0.28% | +26.27% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | -0.03% | +0.51% | |
| 23 | PGX | Invesco Preferred ETF | ETF-その他 | 0.25% | — | +19.65% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.23% | — | — | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.21% | -0.01% | — | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.17% | +0.04% | +0.52% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.15% | +0.01% | — | |
| 28 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.14% | -0.02% | +4.11% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.13% | — | +1.86% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.15% | -9.05% | |
| 31 | HSY | Hershey Co/the | 株式-生活必需品 | 0.12% | +0.01% | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | -0.01% | -0.82% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.11% | -0.01% | +0.47% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | +0.01% | -5.79% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.09% | — | -12.29% | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.08% | +0.01% | — |