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 | 27.28% | -1.56% | +2.48% | |
| 2 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 17.51% | — | +35.12% | |
| 3 | DALI | Ishrs Ms Wr Co Di SA Uci-usd | ETF-その他 | 13.45% | -1.47% | +54.42% | |
| 4 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 9.63% | -0.28% | -4.88% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.10% | +0.16% | +14.14% | |
| 6 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 6.70% | +0.02% | -4.03% | |
| 7 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 5.55% | — | +122.20% | |
| 8 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 3.12% | — | -4.06% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.48% | — | -53.12% | |
| 10 | NUE | Nucor CORP | 株式-素材 | 2.10% | -0.12% | — | |
| 11 | IDCC | Interdigital INC | 株式-IT | 1.38% | -0.06% | -0.09% | |
| 12 | HMOP | Hartford Municipal Opp ETF | ETF-その他 | 1.32% | +0.06% | +484.81% | |
| 13 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.83% | — | +43.17% | |
| 14 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.30% | +0.05% | — | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.29% | — | +7.30% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | +2.47% | |
| 17 | OLED | Universal Display CORP | 株式-IT | 0.20% | — | — | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.12% | -0.03% | -13.04% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | — | -14.22% | |
| 20 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.11% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | — | — | |
| 22 | ARCPEUR | Vereit INC | 株式-その他 | 0.04% | — | — |