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 | 10.86% | -0.82% | — | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 9.79% | -0.35% | +0.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.47% | -0.35% | -0.21% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.46% | -0.17% | +1.32% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.42% | -0.33% | -1.17% | |
| 6 | GNTX | Gentex CORP | 株式-一般消費財 | 3.97% | -0.26% | -1.04% | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.89% | — | +3.16% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.73% | — | -2.47% | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.13% | — | +5.30% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.83% | -0.25% | -1.97% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.61% | -0.14% | +0.29% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.57% | — | -0.79% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.51% | -0.16% | -0.28% | |
| 14 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.36% | — | -1.55% | |
| 15 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.21% | — | -0.72% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | -0.10% | -0.80% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.21% | — | +13.75% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.05% | — | +5.39% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.04% | — | -1.67% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.00% | -0.28% | +2.33% | |
| 21 | IQLT | Ishares Msci International Q | ETF-その他 | 0.98% | — | +0.74% | |
| 22 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.95% | — | -2.34% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | -0.15% | -0.62% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.21% | +2.00% | |
| 25 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.82% | +0.99% | +11.31% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | +0.03% | -0.08% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.77% | — | +9.10% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.77% | — | +16.54% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.77% | — | -0.69% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | -0.08% | +10.82% | |
| 31 | MIY | Blackrock Muniyield Mi Qlty | 株式-その他 | 0.65% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | — | -20.25% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | -5.34% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +14.83% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.51% | — | -10.33% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | — | +61.65% | |
| 37 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.49% | — | -0.66% | |
| 38 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.49% | — | +13.73% | |
| 39 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.47% | — | +112.40% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.44% | — | -2.05% | |
| 41 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.43% | -1.10% | EXIT | |
| 42 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.42% | +0.04% | +17.01% | |
| 43 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 0.42% | — | +15.64% | |
| 44 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.42% | — | +0.02% | |
| 45 | IAT | Ishares US Regional Banks Et | ETF-その他 | 0.41% | — | +16.29% | |
| 46 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.40% | — | +17.48% | |
| 47 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.40% | — | +0.03% | |
| 48 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.38% | — | -0.33% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.38% | +0.12% | -1.01% | |
| 50 | SSUS | Day Hagan Smart Sector ETF | ETF-その他 | 0.37% | — | +32.42% |