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 | 8.74% | +0.02% | +1.48% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.65% | -0.49% | +1.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.05% | -0.35% | +0.09% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.78% | -0.35% | +16.11% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 6.70% | +0.05% | +2.61% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 6.65% | -0.04% | +3.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.31% | -0.22% | -1.36% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 5.47% | +0.13% | +6.57% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.04% | +0.17% | +3.04% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 4.51% | — | +3.73% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 4.04% | +0.31% | +10.26% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.41% | +0.19% | +3.54% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.06% | -0.20% | -0.60% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.04% | +0.04% | +2.22% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.87% | +0.10% | -10.34% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.59% | -0.04% | +1.67% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 2.43% | +0.09% | -26.21% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 2.17% | +0.04% | -0.03% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.85% | +0.15% | +1.67% | |
| 20 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 1.58% | +0.05% | +3.60% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.07% | -0.08% | -0.89% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.01% | +0.28% | +53.47% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.15% | -0.08% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 0.38% | +0.06% | +0.10% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.27% | -0.01% | -7.16% | |
| 26 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.26% | -0.03% | -0.71% | |
| 27 | JSI | Jh Securitized Income ETF | ETF-その他 | 0.26% | — | — | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.25% | +0.19% | +181.72% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | -0.03% | -0.06% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.22% | — | -23.11% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.15% | +0.04% | +0.42% | |
| 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 | 0.12% | -0.01% | +0.06% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.10% | +0.01% | — | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.09% | -0.01% | +0.53% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.08% | -0.01% | -0.19% | |
| 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.07% | — | -18.41% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | +0.01% | +0.23% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.06% | — | -5.32% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.06% | — | -2.36% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.06% | — | -2.02% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.05% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.05% | +0.01% | -3.49% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.05% | — | +5.11% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.05% | — | — | |
| 48 | AMAT | Applied Materials INC | 株式-IT | 0.05% | +0.02% | — |