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 | 34.24% | -1.00% | -6.65% | |
| 2 | AME | Ametek INC | 株式-資本財 | 18.62% | +0.36% | — | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.69% | -0.04% | -1.35% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.63% | +0.05% | -0.57% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.70% | — | +0.42% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.29% | +0.05% | +98.36% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.87% | +0.08% | +96.31% | |
| 8 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 1.90% | — | -3.13% | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 1.05% | — | -0.15% | |
| 10 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.05% | +0.21% | -3.55% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.04% | -0.07% | +3.45% | |
| 12 | KOP | Koppers Holdings INC | 株式-その他 | 1.02% | +0.11% | — | |
| 13 | AAPL | Apple INC | 株式-IT | 0.97% | +0.03% | +27.28% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | -0.08% | +3.01% | |
| 15 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 0.90% | -0.09% | — | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.84% | +0.01% | -0.40% | |
| 17 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 0.77% | +0.04% | +5.11% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.72% | — | +6.44% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.61% | — | -8.72% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.61% | — | -2.59% | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.60% | — | -2.96% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | -0.01% | +0.56% | |
| 23 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.52% | — | +0.53% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | -10.37% | |
| 25 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.40% | — | -2.70% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.39% | +0.01% | +4.43% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | -7.33% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.36% | — | +0.14% | |
| 29 | PNC | Pnc Financial Services Group | 株式-金融 | 0.31% | +0.01% | -17.76% | |
| 30 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.27% | — | — | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.27% | — | +5.26% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.26% | — | +5.37% | |
| 33 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.26% | — | — | |
| 34 | FISV | Fiserv INC | 株式-その他 | 0.25% | — | -9.48% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.25% | — | +0.76% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | — | +5.13% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.22% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | +29.33% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.19% | +0.03% | +41.70% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | +12.56% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | — | |
| 42 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.15% | — | +0.07% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | +12.50% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | — | +18.86% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | -0.07% | -22.74% | |
| 46 | GE | General Electric | 株式-資本財 | 0.14% | +0.06% | — | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.13% | — | +0.28% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | +0.02% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.13% | +0.01% | — | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | — |