CIK: 0001697725
申告総資産額
$9.6億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 24.02% | -0.65% | -19.15% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.73% | -0.49% | -1.41% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.29% | -1.22% | +857.92% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.84% | -0.05% | -41.59% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 6.72% | -0.06% | — | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.83% | +0.11% | +1824.27% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.67% | -0.09% | -26.56% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.57% | -0.04% | -38.13% | |
| 9 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 3.49% | — | +0.65% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.84% | — | -23.16% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.15% | — | +2.98% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.74% | -0.04% | +9.26% | |
| 13 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.66% | +0.03% | +0.17% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.59% | — | -48.63% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.38% | — | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.28% | -0.05% | -1.91% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.07% | — | -11.36% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.00% | — | -18.95% | |
| 19 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.88% | — | +0.01% | |
| 20 | CTAS | Cintas CORP | 株式-資本財 | 0.70% | — | — | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.66% | — | -45.68% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.63% | — | +0.72% | |
| 23 | FNF | Fidelity National Financial | 株式-金融 | 0.58% | -0.09% | +0.00% | |
| 24 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.52% | — | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.20% | +3.51% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.50% | -0.14% | — | |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.49% | — | -59.81% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +0.93% | |
| 29 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.45% | — | — | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.43% | — | +0.02% | |
| 31 | BKIEUR | Black Knight INC | 株式-その他 | 0.41% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.07% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | -0.23% | +4.90% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.31% | — | -48.60% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.28% | — | -53.17% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.28% | — | +0.05% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.26% | — | — | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.26% | — | -6.75% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.23% | — | -69.71% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.23% | — | +0.06% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | — | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.22% | — | — | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.21% | — | -66.69% | |
| 45 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.21% | — | — | |
| 46 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.21% | — | — | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.20% | — | — | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.20% | — | -24.20% | |
| 49 | REG | Regency Centers CORP | 株式-不動産 | 0.20% | — | -13.63% | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.20% | — | +0.02% |