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 | 8.76% | +0.02% | +2.55% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.38% | -0.49% | +1.42% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.10% | -0.35% | +3.83% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 6.67% | +0.05% | +3.23% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 6.52% | -0.04% | +4.45% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.45% | -0.22% | -0.74% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.82% | -0.35% | +3.09% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 5.51% | +0.13% | +8.34% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.09% | +0.17% | +2.58% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 4.51% | — | +4.68% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 3.98% | +0.31% | +15.74% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 3.47% | +0.10% | +45.29% | |
| 13 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 3.38% | +0.09% | +0.95% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.32% | +0.19% | +4.07% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.05% | -0.20% | +3.85% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.02% | +0.04% | +2.19% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.71% | -0.04% | +0.16% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 2.33% | +0.04% | +3.58% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.87% | +0.15% | +3.51% | |
| 20 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 1.50% | +0.05% | +2.89% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.95% | -0.08% | -1.80% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.15% | -33.65% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.66% | +0.28% | +2.84% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 0.38% | +0.06% | +0.10% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.29% | — | -27.83% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.27% | -0.01% | -7.06% | |
| 27 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.26% | -0.03% | -0.36% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | -0.03% | +0.03% | |
| 29 | PGX | Invesco Preferred ETF | ETF-その他 | 0.18% | — | +6.12% | |
| 30 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.15% | -0.02% | +0.06% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.13% | +0.04% | -5.64% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | -0.01% | -0.46% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.10% | +0.01% | — | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.10% | -0.01% | +0.46% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.09% | — | -29.04% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.09% | +0.19% | -33.66% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.08% | +0.01% | +0.32% | |
| 38 | HSY | Hershey Co/the | 株式-生活必需品 | 0.07% | +0.01% | — | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.07% | -0.01% | — | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.06% | — | -23.95% | |
| 41 | CMF | Ishares California Muni Bond | ETF-その他 | 0.06% | — | -25.94% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.06% | +0.01% | -1.32% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.06% | — | -0.83% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.06% | — | -24.51% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.06% | — | — | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.05% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.05% | +0.01% | -7.73% | |
| 48 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.05% | +0.05% | NEW | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.05% | +0.02% | — |