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 | 10.69% | +0.02% | +0.97% | |
| 2 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 7.94% | -0.29% | +1.38% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.66% | +2.18% | +2.64% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.49% | -0.32% | +1.99% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.40% | +0.27% | +1.53% | |
| 6 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 5.16% | +0.21% | +1.09% | |
| 7 | IVLU | Ishares Msci International V | ETF-その他 | 4.47% | -0.20% | +0.82% | |
| 8 | IQLT | Ishares Msci International Q | ETF-その他 | 3.69% | -0.03% | +2.13% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 3.51% | +0.10% | +2.75% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.24% | — | +2.41% | |
| 11 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 2.89% | +0.04% | +6.88% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.71% | -0.14% | +3.68% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.22% | +0.02% | -0.72% | |
| 14 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 2.20% | +0.07% | -1.61% | |
| 15 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 2.05% | +0.25% | +2.77% | |
| 16 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 1.76% | +0.07% | -4.57% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.67% | -0.26% | -2.44% | |
| 18 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.51% | +0.07% | -0.84% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.43% | — | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.43% | +0.04% | -2.25% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.28% | +0.06% | -4.43% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.27% | +0.05% | +1.43% | |
| 23 | QVMT | Invesco S&p 500 Concentrated | ETF-大型株・グロース | 1.21% | +0.10% | +1.03% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.17% | +0.02% | -1.01% | |
| 25 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 1.04% | +0.17% | -0.62% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.00% | +0.03% | -9.39% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.83% | -0.02% | -1.25% | |
| 28 | DFIV | Dimensional International Va | ETF-その他 | 0.81% | — | -2.22% | |
| 29 | IDLV | Invesco S&p International De | ETF-その他 | 0.73% | — | -3.68% | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.63% | -0.17% | -4.41% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.61% | -0.01% | -9.04% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | +0.05% | -0.00% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.46% | -0.01% | +6.67% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | -0.31% | EXIT | |
| 35 | AAPL | Apple INC | 株式-IT | 0.39% | — | -2.19% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | -0.28% | |
| 37 | BNL | Broadstone Net Lease INC | 株式-不動産 | 0.38% | — | — | |
| 38 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 0.37% | +0.01% | -0.07% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.37% | — | -1.61% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.32% | — | +0.08% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.28% | — | -12.60% | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.28% | — | +0.12% | |
| 43 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.27% | — | +57.56% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.27% | +0.04% | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.10% | -4.35% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.24% | -0.14% | -20.83% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.23% | — | -0.15% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.21% | — | — | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | +0.15% | +2.21% |