CIK: 0001625800
申告総資産額
$8.1億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 27.85% | -1.56% | +0.18% | |
| 2 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 16.90% | — | +3.05% | |
| 3 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 10.91% | -0.28% | -3.52% | |
| 4 | DALI | Ishrs Ms Wr Co Di SA Uci-usd | ETF-その他 | 10.69% | -1.47% | +4.10% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 8.39% | — | +0.23% | |
| 6 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 7.78% | +0.02% | -3.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.50% | +0.16% | +4.32% | |
| 8 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 4.12% | — | -4.01% | |
| 9 | NUE | Nucor CORP | 株式-素材 | 2.21% | -0.12% | — | |
| 10 | IDCC | Interdigital INC | 株式-IT | 1.62% | -0.06% | — | |
| 11 | IFV | First Trust Dw Focus 5 Intl | ETF-その他 | 0.74% | — | -2.53% | |
| 12 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 0.38% | — | -9.97% | |
| 13 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 0.34% | — | -6.91% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.26% | — | +5.02% | |
| 16 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.26% | +0.05% | -41.72% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | — | +2.43% | |
| 18 | OLED | Universal Display CORP | 株式-IT | 0.15% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.12% | -0.06% | +6.49% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | — | -1.88% | |
| 21 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.09% | — | — | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.08% | — | — | |
| 23 | ARCPEUR | Vereit INC | 株式-その他 | 0.04% | — | — | |
| 24 | CRK | Comstock Resources INC | 株式-その他 | 0.03% | — | — |