CIK: 0001800328
申告総資産額
$13.5億
| # | 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 | VONE | Vanguard Russell 1000 | ETF-その他 | 11.70% | — | +3.57% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 10.64% | +0.15% | +3.82% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 7.48% | — | +3.90% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.35% | -0.32% | +37.11% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.05% | -0.11% | +2.58% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.96% | -0.13% | +0.69% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.73% | -2.13% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.85% | — | +3.87% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.49% | -0.16% | +46.31% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.55% | +0.02% | +8.10% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.49% | -0.07% | -0.74% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.48% | -0.19% | -24.34% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.41% | — | -64.23% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.28% | +0.05% | — | |
| 15 | MBB | Ishares Mbs ETF | ETF-その他 | 2.16% | — | +26.02% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.01% | — | +2.48% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.99% | — | +45.48% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.91% | -0.08% | +11.61% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.76% | — | +39.98% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.51% | — | +1.32% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.28% | — | +44.01% | |
| 22 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.14% | — | +2.16% | |
| 23 | SUB | Ishares Short-term National | ETF-その他 | 0.87% | — | +4.24% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.11% | -5.13% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | +12.07% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.59% | — | -20.54% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | — | +17.27% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | +0.10% | +2.69% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | -11.03% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.39% | +0.53% | +33.60% | |
| 31 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.37% | — | +2.37% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | -0.14% | +54.33% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | — | +5.12% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.33% | — | -0.60% | |
| 35 | WDAY | Workday Inc-class A | 株式-IT | 0.31% | — | +2.71% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | +0.10% | -0.31% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | +7.17% | |
| 38 | XLSR | Ss US Sector Rotation | ETF-その他 | 0.25% | +0.09% | +24.01% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.25% | — | -1.42% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.12% | -0.94% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | — | -3.59% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | +1.27% | |
| 43 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.19% | — | +5.59% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | — | +6.68% | |
| 45 | WPC | Wp Carey INC | 株式-不動産 | 0.18% | — | -5.24% | |
| 46 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.18% | — | -1.35% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.17% | — | +317.12% | |
| 48 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.17% | — | -2.10% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.17% | +0.33% | +10.35% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.17% | — | +41.38% |