CIK: 0001728866
申告総資産額
$3.4億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 11.88% | — | +3.41% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.85% | — | +0.92% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 7.00% | — | +3.60% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-その他 | 5.67% | — | +64.32% | |
| 5 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 4.59% | — | +15.41% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 4.19% | — | -4.99% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.51% | — | +3.41% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.12% | -0.05% | +9.36% | |
| 9 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 2.99% | — | +3.31% | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.68% | — | +1.28% | |
| 11 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 2.41% | — | +7.70% | |
| 12 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 2.30% | — | +1.85% | |
| 13 | BBP | Virtus Biotech Etf-usd INC | ETF-テック型 | 1.98% | — | +2.52% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.85% | — | +7.60% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.61% | — | +9.57% | |
| 16 | FFIN | First Finl Bankshares INC | 株式-金融 | 1.57% | — | +100.70% | |
| 17 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.56% | — | -1.60% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.47% | — | +58.83% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.38% | — | +4.16% | |
| 20 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.36% | — | — | |
| 21 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.32% | — | +58.92% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.29% | — | +0.21% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.24% | — | +2.72% | |
| 24 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 1.21% | — | +3.30% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.16% | — | -1.95% | |
| 26 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.13% | — | +1.68% | |
| 27 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 1.09% | — | -39.53% | |
| 28 | EMLP | First Trust North American E | ETF-その他 | 1.09% | — | -0.26% | |
| 29 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.06% | — | -4.77% | |
| 30 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.05% | — | +1.87% | |
| 31 | FXH | First Trust Health Care Alph | ETF-その他 | 1.05% | — | -0.14% | |
| 32 | ✓ | Wisdomtree Tr | 株式-その他 | 1.03% | — | +3.62% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | -0.09% | +0.44% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.98% | — | +20.52% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.97% | — | +85.70% | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.97% | — | -14.17% | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.91% | — | +2.39% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.86% | — | +2.01% | |
| 39 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.85% | — | +2.20% | |
| 40 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.72% | — | +21.80% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.62% | -0.06% | +29.90% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | — | -0.30% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.59% | — | -0.95% | |
| 44 | ✓ | 株式-その他 | 0.58% | — | +0.56% | ||
| 45 | CLNCGBP | Brightspire Capital INC | 株式-その他 | 0.52% | — | -47.47% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.51% | — | +9.62% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.48% | — | -43.50% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | — | |
| 49 | AEP | American Electric Power | 株式-公益事業 | 0.35% | — | +0.75% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.35% | +0.06% | NEW |