CIK: 0001730959
申告総資産額
$3.5億
| # | 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 | WAB | Wabtec CORP | 株式-資本財 | 31.45% | -1.00% | +0.00% | |
| 2 | AME | Ametek INC | 株式-資本財 | 17.84% | +0.36% | — | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.34% | +0.05% | +7.93% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.68% | -0.04% | +8.12% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.03% | — | +20.67% | |
| 6 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.48% | — | -18.42% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.91% | +0.05% | +4.36% | |
| 8 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 1.43% | — | +4.08% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.39% | +0.08% | +16.80% | |
| 10 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 1.18% | +0.04% | -5.34% | |
| 11 | KOP | Koppers Holdings INC | 株式-その他 | 1.07% | +0.11% | — | |
| 12 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 1.03% | -0.09% | -2.76% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.02% | -0.07% | -4.71% | |
| 14 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.91% | — | +13.94% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | -0.08% | +0.01% | |
| 16 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.78% | — | -0.98% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.78% | +0.01% | -8.84% | |
| 18 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.73% | +0.21% | -5.10% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.70% | — | -0.09% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.65% | — | -58.09% | |
| 21 | GWRUSD | Genesee & Wyoming Inc-cl A | 株式-その他 | 0.61% | — | — | |
| 22 | D | Dominion Energy INC | 株式-公益事業 | 0.57% | — | +0.43% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.55% | — | +4.03% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.55% | -0.04% | +0.30% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | -0.01% | +0.55% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +1.26% | |
| 27 | DUK | Duke Energy CORP | 株式-公益事業 | 0.46% | — | +0.02% | |
| 28 | PPL | Ppl CORP | 株式-公益事業 | 0.46% | — | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | +4.65% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.40% | — | +1.13% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.39% | — | -26.54% | |
| 32 | IDLV | Invesco S&p International De | ETF-その他 | 0.38% | — | -1.09% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.38% | — | +0.35% | |
| 34 | PNC | Pnc Financial Services Group | 株式-金融 | 0.38% | +0.01% | -7.50% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.37% | — | -4.77% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.35% | — | +1.32% | |
| 37 | AES | Aes CORP | 株式-公益事業 | 0.35% | — | — | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.33% | +0.01% | -10.39% | |
| 39 | CLX | Clorox Company | 株式-生活必需品 | 0.33% | — | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.32% | +0.03% | -0.79% | |
| 41 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.32% | — | +0.53% | |
| 42 | NWL | Newell Brands INC | 株式-生活必需品 | 0.32% | — | — | |
| 43 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.31% | — | — | |
| 44 | ED | Consolidated Edison INC | 株式-公益事業 | 0.30% | — | — | |
| 45 | LKNCY | Luckin Coffee INC - Adr | 株式-その他 | 0.27% | — | — | |
| 46 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.26% | — | — | |
| 47 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.25% | — | — | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | -0.07% | -2.25% | |
| 49 | OUT | OUTFRONT Media Inc. | 株式-その他 | 0.24% | — | — | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.24% | — | +0.64% |