CIK: 0001664847
申告総資産額
$6.7億
| # | 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 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 10.81% | +0.02% | -0.69% | |
| 2 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 8.73% | -0.29% | +2.76% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.99% | +2.18% | +2.46% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 7.01% | -0.32% | +0.41% | |
| 5 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 4.86% | +0.21% | +6.36% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.61% | +0.27% | -1.88% | |
| 7 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 4.53% | +0.07% | -2.43% | |
| 8 | IVLU | Ishares Msci International V | ETF-その他 | 4.14% | -0.20% | +0.99% | |
| 9 | IQLT | Ishares Msci International Q | ETF-その他 | 3.53% | -0.03% | +0.80% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 3.37% | +0.10% | +2.12% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.07% | — | -1.53% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.61% | -0.14% | -0.29% | |
| 13 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 2.22% | +0.07% | -1.10% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.05% | +0.02% | +0.98% | |
| 15 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 2.03% | +0.07% | +2.68% | |
| 16 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 1.91% | +0.25% | +3.41% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.73% | -0.26% | +6.97% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.45% | +0.04% | -2.32% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.44% | — | -1.75% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.23% | +0.03% | +49.42% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.23% | +0.06% | -3.13% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | +0.05% | -2.01% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.16% | +0.02% | +0.87% | |
| 24 | QVMT | Invesco S&p 500 Concentrated | ETF-大型株・グロース | 1.02% | +0.10% | -10.54% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.87% | -0.02% | -11.19% | |
| 26 | DFIV | Dimensional International Va | ETF-その他 | 0.81% | — | +7.37% | |
| 27 | IDLV | Invesco S&p International De | ETF-その他 | 0.79% | — | +26.61% | |
| 28 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.78% | +0.17% | -4.09% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.77% | -0.01% | -3.88% | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.68% | -0.17% | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.61% | +0.05% | -1.96% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | -0.31% | EXIT | |
| 33 | BNL | Broadstone Net Lease INC | 株式-不動産 | 0.43% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.36% | — | +5.73% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | +3.71% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.32% | — | +0.31% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.30% | — | +7.51% | |
| 38 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.30% | — | -48.27% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.29% | — | -0.15% | |
| 40 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.29% | — | +11.61% | |
| 41 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 0.27% | +0.01% | +15.32% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | -0.10% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.25% | — | -45.42% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.24% | — | -6.60% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | -55.28% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.22% | -0.05% | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.21% | +0.04% | -2.60% | |
| 48 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.18% | — | +0.88% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.18% | — | +4.91% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.18% | — | +36.54% |