CIK: 0001667132
申告総資産額
$6.8億
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 11.21% | -0.82% | — | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 9.92% | — | +1.90% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 8.70% | -0.17% | +9.12% | |
| 4 | GNTX | Gentex CORP | 株式-一般消費財 | 4.57% | -0.26% | -6.72% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.84% | — | +1.92% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.03% | -0.25% | +11.51% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | — | +6.03% | |
| 8 | ✓ | Macatawa Bk CORP | 株式-その他 | 2.51% | — | -0.09% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.04% | -0.35% | -6.10% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.02% | +0.12% | +2.55% | |
| 11 | MLKN | Millerknoll INC | 株式-その他 | 1.98% | — | -46.95% | |
| 12 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 1.96% | — | -2.12% | |
| 13 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 1.79% | — | +7.43% | |
| 14 | CHFCUSD | Tcf Financial CORP | 株式-その他 | 1.77% | — | -15.15% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.76% | — | +1.31% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.74% | -0.14% | -0.08% | |
| 17 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.54% | — | -37.02% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | — | +1.88% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.36% | — | +1.37% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.30% | -0.33% | -1.14% | |
| 21 | ✓ | Guggenheim Mid-cap Core ETF | ETF-その他 | 1.21% | — | -0.34% | |
| 22 | ✓ | Rydex ETF Trust | ETF-その他 | 1.21% | — | -2.24% | |
| 23 | ✓ | Powershares ETF Trust | ETF-その他 | 1.17% | — | -0.10% | |
| 24 | ✓ | Rydex ETF Trust | ETF-その他 | 1.16% | — | +0.13% | |
| 25 | ✓ | Powershares Exchange | 株式-その他 | 1.16% | — | -0.90% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | -0.10% | -0.05% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.01% | — | +109.09% | |
| 28 | ✓ | Invuity INC | 株式-その他 | 1.00% | — | — | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | -0.16% | +3.43% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.89% | — | -5.85% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.76% | -0.28% | +125.65% | |
| 32 | MIY | Blackrock Muniyield Mi Qlty | 株式-その他 | 0.75% | — | +51.08% | |
| 33 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.68% | — | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.67% | — | +0.30% | |
| 35 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 0.59% | — | +0.06% | |
| 36 | DWM | Wisdomtree International Equ | ETF-その他 | 0.53% | — | +43.23% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | +363.36% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.46% | — | +414.75% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +12.37% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | -0.08% | -0.07% | |
| 42 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.39% | — | — | |
| 43 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.39% | — | +292.00% | |
| 44 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.38% | — | -2.09% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +9.14% | |
| 46 | FAST | Fastenal Co | 株式-資本財 | 0.36% | — | — | |
| 47 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.34% | — | +1.98% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.34% | — | +1.88% | |
| 49 | IVLU | Ishares Msci International V | ETF-その他 | 0.33% | — | +96.01% | |
| 50 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.33% | — | — |