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 | 24.75% | -0.65% | +6.86% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.12% | -0.49% | +0.70% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.33% | -0.05% | +12.39% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.91% | -1.22% | +0.14% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.23% | -0.06% | -1.14% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.20% | -0.14% | +27.85% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.03% | -0.09% | +9.04% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.43% | -0.04% | +4.36% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.22% | +0.11% | -0.88% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.49% | — | +20.79% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.37% | — | +35.72% | |
| 12 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 2.32% | — | -2.48% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.09% | — | -0.67% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.06% | — | +10.36% | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.26% | +0.03% | -3.29% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.08% | — | +1.58% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | -0.04% | -12.50% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.89% | — | -1.38% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.87% | — | -2.75% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.81% | -0.05% | +0.02% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.81% | — | -0.78% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | -0.23% | +134.25% | |
| 23 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.75% | — | -0.40% | |
| 24 | CTAS | Cintas CORP | 株式-資本財 | 0.62% | — | — | |
| 25 | AAPL | Apple INC | 株式-IT | 0.58% | — | +7.95% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | +4.05% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.20% | +10.52% | |
| 28 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.51% | — | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | — | +13.45% | |
| 30 | FNF | Fidelity National Financial | 株式-金融 | 0.38% | -0.09% | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.38% | — | +9.26% | |
| 32 | BKIEUR | Black Knight INC | 株式-その他 | 0.38% | — | -4.16% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.34% | — | +0.41% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.34% | — | -3.70% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.33% | — | +0.01% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | — | +10.37% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.07% | +8.26% | |
| 38 | KSUEUR | Kansas City Southern | 株式-その他 | 0.27% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +0.63% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.23% | — | -37.68% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.22% | — | +2.87% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.22% | — | -35.34% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | — | +55.65% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.20% | — | +0.06% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.19% | — | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.18% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | +2.97% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.18% | — | +3.10% | |
| 49 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.17% | — | — | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.16% | — | -1.44% |