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 | 14.63% | -0.82% | -2.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.00% | -0.35% | +1.16% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.76% | -0.33% | -1.56% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.73% | -0.35% | -8.42% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.38% | -0.25% | +3.84% | |
| 6 | GNTX | Gentex CORP | 株式-一般消費財 | 2.81% | -0.26% | +0.11% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.56% | — | -0.17% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.38% | -0.17% | -2.07% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 2.27% | +0.30% | +4.50% | |
| 10 | VOXXGUSD | Voxx International CORP | 株式-その他 | 2.17% | — | -0.00% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.77% | -0.14% | -0.07% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.47% | — | +9.90% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.42% | -0.15% | -7.16% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.41% | — | -1.14% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.40% | +0.16% | -1.18% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.38% | — | -2.92% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.28% | -0.28% | +0.61% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | -0.10% | +0.95% | |
| 19 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 1.23% | +0.24% | +1.55% | |
| 20 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.18% | +0.99% | -1.13% | |
| 21 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.14% | — | -11.19% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.14% | — | -2.12% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.05% | -0.16% | -1.71% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.03% | +0.31% | +41.77% | |
| 25 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.96% | — | -0.45% | |
| 26 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 0.94% | -1.07% | EXIT | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.21% | -5.80% | |
| 28 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.91% | -1.05% | EXIT | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | -0.08% | -6.31% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.88% | +0.05% | +0.51% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | +0.03% | -1.36% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.82% | +0.12% | +13.58% | |
| 33 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 0.81% | +1.16% | NEW | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.72% | — | -4.34% | |
| 35 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.71% | +1.61% | +164.24% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | -48.13% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.63% | — | -0.94% | |
| 38 | IQLT | Ishares Msci International Q | ETF-その他 | 0.60% | — | -5.41% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.58% | — | +0.63% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.09% | -11.78% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | -4.72% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +0.01% | |
| 43 | MIY | Blackrock Muniyield Mi Qlty | 株式-その他 | 0.42% | — | -0.84% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | +0.12% | -1.03% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.39% | — | -2.29% | |
| 46 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.36% | — | +6.46% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.36% | — | -2.86% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | -9.04% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.34% | — | -0.19% | |
| 50 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 0.33% | — | -1.86% |