CIK: 0001801846
申告総資産額
$3.9億
上位200銘柄を表示中(全204銘柄)
| # | 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 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.83% | -1.51% | +50.30% | |
| 2 | DFIV | Dimensional International Va | ETF-その他 | 3.72% | — | +2.36% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.60% | -0.90% | +94.39% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.14% | -0.01% | -29.15% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.12% | +0.88% | +6.61% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.03% | -1.15% | -0.96% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.85% | -1.28% | -20.44% | |
| 8 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 2.60% | +0.48% | +5.68% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.60% | — | +1.78% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.53% | — | -7.99% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.35% | +1.77% | +8.05% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.21% | -1.71% | +229.89% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.18% | +0.84% | +19.66% | |
| 14 | SEIE | Sei Select Intl Equity | ETF-その他 | 2.10% | — | -13.98% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 1.80% | +0.45% | +10.82% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.74% | — | -0.57% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.66% | +0.73% | +8.45% | |
| 18 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.65% | -0.46% | +16.07% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.57% | +1.35% | +36.51% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.53% | -0.20% | +12.54% | |
| 21 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.41% | — | -5.33% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.35% | -0.23% | +46.60% | |
| 23 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.29% | +0.51% | — | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.18% | — | -0.52% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.07% | +0.39% | -1.05% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.07% | -0.43% | -10.72% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 1.03% | — | +7.26% | |
| 28 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 1.01% | -0.17% | +254.92% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | -0.38% | -3.83% | |
| 30 | SEEM | Sei Select Em Mrkt Eq | ETF-その他 | 0.85% | — | -11.29% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.84% | — | -0.34% | |
| 32 | ENDW | Cambria Endowment Style ETF | ETF-その他 | 0.84% | — | — | |
| 33 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.81% | -0.41% | +21.72% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | -0.24% | -0.06% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.78% | — | +118.98% | |
| 36 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.78% | — | -3.78% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.73% | — | +35.08% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | +1.36% | +23.08% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | -0.21% | -1.43% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.70% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | -0.40% | -2.57% | |
| 42 | SEIS | Sei Select Small Cap ETF | ETF-中小型株 | 0.66% | — | -6.95% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.63% | -0.19% | -8.45% | |
| 44 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.61% | -0.28% | +3.31% | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.61% | — | +498.58% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.60% | — | -2.67% | |
| 47 | JOET | Virtus Terranova US Qual Mom | ETF-その他 | 0.58% | — | +16.14% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.57% | — | +5.52% | |
| 49 | IYF | Ishares US Financials ETF | ETF-その他 | 0.56% | — | +10.93% | |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.54% | — | +7.18% |