CIK: 0001767989
申告総資産額
$3.9億
上位200銘柄を表示中（全375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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.39% | -0.53% | +6.03% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 7.42% | -0.24% | +5.72% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.42% | -0.55% | +5.49% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.37% | +0.24% | +4.64% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.79% | +0.15% | +4.13% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.85% | +1.15% | +26.84% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.30% | +0.03% | +7.57% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.01% | +0.06% | +5.40% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.81% | +0.09% | +8.52% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.74% | +1.56% | +60.51% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.74% | — | -4.62% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.41% | -0.22% | +7.80% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.04% | — | +6.38% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | — | +12.68% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.77% | — | +4.64% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.77% | — | -20.60% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.62% | — | -2.15% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.55% | — | +32.77% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.40% | -0.16% | +103.51% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.33% | — | -16.76% | |
| 21 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.17% | — | -26.04% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.10% | — | +12.49% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.98% | — | +24.12% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.98% | — | -6.41% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.97% | — | +4.53% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.92% | — | — | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.91% | — | — | |
| 28 | MBB | Ishares Mbs ETF | ETF-その他 | 0.89% | +0.02% | +26.15% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.89% | — | — | |
| 30 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.82% | — | -19.28% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.73% | — | — | |
| 32 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.71% | — | +21.70% | |
| 33 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 0.70% | — | — | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | -1.02% | |
| 35 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.55% | — | -3.65% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.53% | — | -1.36% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -0.19% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | — | +8.33% | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.45% | — | +151.12% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.35% | — | -2.08% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.35% | -0.04% | — | |
| 42 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.32% | — | -0.88% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.31% | — | -6.19% | |
| 44 | TFC | Truist Financial CORP | 株式-金融 | 0.31% | — | — | |
| 45 | SPEU | State Street Spdr Portfolio | ETF-その他 | 0.30% | — | +93.70% | |
| 46 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.29% | — | -3.81% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.28% | — | -1.80% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.27% | — | +26.25% | |
| 49 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.27% | — | -0.20% | |
| 50 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.27% | — | -2.58% |