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 | 9.55% | +0.02% | +0.10% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 8.92% | +2.18% | +0.48% | |
| 3 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 6.15% | -0.29% | +0.52% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.05% | -0.32% | +4.51% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.50% | +0.27% | +1.16% | |
| 6 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 4.79% | +0.21% | -0.77% | |
| 7 | IVLU | Ishares Msci International V | ETF-その他 | 4.44% | -0.20% | -1.03% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 3.66% | +0.10% | -0.00% | |
| 9 | IQLT | Ishares Msci International Q | ETF-その他 | 3.58% | -0.03% | +0.77% | |
| 10 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 3.40% | +0.04% | +0.35% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.18% | — | +1.09% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.60% | -0.14% | -1.31% | |
| 13 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 2.41% | +0.25% | +1.69% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.33% | -0.26% | -0.77% | |
| 15 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 1.94% | +0.07% | +4.62% | |
| 16 | QVMT | Invesco S&p 500 Concentrated | ETF-大型株・グロース | 1.60% | +0.10% | -1.11% | |
| 17 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 1.44% | +0.17% | -5.78% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.38% | +0.06% | -0.64% | |
| 19 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 1.32% | +0.07% | -3.96% | |
| 20 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.29% | +0.07% | -0.16% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | +0.05% | -1.17% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.11% | — | +15.07% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.05% | +0.03% | -0.88% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.05% | +0.02% | -0.08% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | +0.04% | -1.71% | |
| 26 | DFIV | Dimensional International Va | ETF-その他 | 0.81% | — | -2.68% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.02% | -30.51% | |
| 28 | AVDE | Avantis International Equity | ETF-その他 | 0.70% | -0.15% | +1.89% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | -0.02% | -0.11% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.66% | -0.01% | -1.45% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | -0.01% | -0.46% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.61% | -0.11% | +6.78% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.61% | — | -0.01% | |
| 34 | IDLV | Invesco S&p International De | ETF-その他 | 0.59% | — | -1.51% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.45% | +0.03% | +5.08% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | +0.05% | -2.62% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | -0.50% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.39% | — | +0.78% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | -0.10% | — | |
| 40 | PAYX | Paychex INC | 株式-IT | 0.38% | -0.17% | +3.16% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.35% | — | +2.56% | |
| 42 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 0.35% | +0.01% | +0.03% | |
| 43 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.33% | — | -1.73% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.32% | — | -0.22% | |
| 45 | AVLC | Avantis US Lg Cap Eq ETF | ETF-その他 | 0.28% | — | — | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.27% | — | +5.45% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.27% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | -0.14% | — | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.23% | — | +12.88% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | -0.31% | EXIT |