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 | 8.98% | +0.02% | +4.67% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.26% | -0.49% | -0.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.83% | -0.35% | +8.05% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 7.44% | +0.05% | -0.97% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.19% | -0.22% | +0.27% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.87% | +0.17% | +4.59% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 5.84% | +0.13% | +5.66% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.63% | -0.35% | +5.18% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.53% | -0.04% | +19.43% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 4.67% | — | +4.81% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.90% | +0.19% | -8.38% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 3.43% | +0.10% | -49.74% | |
| 13 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.40% | +0.09% | +1.38% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.13% | +0.04% | -1.69% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.06% | -0.04% | +0.64% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.89% | +0.15% | -15.17% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 2.84% | +0.04% | — | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.31% | -0.20% | +23.06% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.80% | +0.31% | — | |
| 20 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.67% | — | -4.35% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.65% | +0.28% | +5.48% | |
| 22 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.52% | -0.03% | -0.34% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.52% | -0.08% | +0.65% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 0.47% | +0.06% | +0.10% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | -0.03% | +0.02% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.24% | -0.01% | — | |
| 27 | PGX | Invesco Preferred ETF | ETF-その他 | 0.21% | — | -1.34% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.19% | +0.04% | +0.45% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.15% | — | -1.22% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.14% | +0.01% | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.15% | +1.31% | |
| 32 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.12% | -0.02% | +0.12% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | -0.01% | — | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.11% | -0.01% | +0.54% | |
| 35 | HSY | Hershey Co/the | 株式-生活必需品 | 0.11% | +0.01% | — | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.09% | +0.01% | +0.32% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | +0.01% | +6.85% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.08% | +0.02% | +0.23% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.07% | — | — | |
| 40 | EXK | Exact Sciences CORP | 株式-素材 | 0.06% | — | — |