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 | 10.61% | -0.82% | -0.84% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.64% | -0.35% | +4.50% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 8.45% | -0.35% | +0.79% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.58% | +0.17% | NEW | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.64% | -0.17% | +2.73% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.94% | -0.33% | -3.53% | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.61% | — | -1.17% | |
| 8 | GNTX | Gentex CORP | 株式-一般消費財 | 3.36% | -0.26% | -2.85% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.51% | — | -1.79% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.12% | -0.25% | +17.33% | |
| 11 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.96% | — | -4.52% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.95% | -0.14% | -0.67% | |
| 13 | SVAL | Ishares US Small Cap Val Fac | ETF-中小型株 | 1.81% | — | +6.67% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.48% | — | +3.06% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.26% | -0.16% | -0.38% | |
| 16 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.25% | — | -2.56% | |
| 17 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.23% | — | +4.46% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | -0.10% | +11.63% | |
| 19 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 1.00% | — | +299.25% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.98% | -0.15% | +3.38% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | — | +10.97% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.88% | — | +2.44% | |
| 23 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.88% | — | -0.72% | |
| 24 | IQLT | Ishares Msci International Q | ETF-その他 | 0.85% | — | +2.54% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.84% | +0.03% | +6.22% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.81% | -0.28% | +0.36% | |
| 27 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.76% | — | -1.83% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | — | +15.19% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.21% | +13.38% | |
| 30 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.73% | — | +3.12% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.69% | — | +2.21% | |
| 32 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.63% | — | +13.04% | |
| 33 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.62% | — | — | |
| 34 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 0.62% | -1.07% | EXIT | |
| 35 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 0.62% | +1.16% | NEW | |
| 36 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 0.61% | — | +14.80% | |
| 37 | MIY | Blackrock Muniyield Mi Qlty | 株式-その他 | 0.60% | — | — | |
| 38 | IGE | Ishares North American Natur | ETF-その他 | 0.56% | — | +1131.72% | |
| 39 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.55% | — | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | -0.08% | -3.23% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -0.07% | |
| 42 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.52% | — | -22.71% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.50% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +0.03% | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.47% | — | -2.22% | |
| 46 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.40% | +0.16% | +2.67% | |
| 47 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.38% | — | +0.01% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.38% | — | +0.03% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.35% | +0.12% | +2.47% | |
| 50 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.35% | — | -2.65% |