CIK: 0001731732
申告総資産額
$12.4億
上位200銘柄を表示中（全264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 | VUG | Vanguard Growth ETF | ETF-その他 | 4.59% | +0.27% | -0.13% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 3.28% | +0.02% | +0.82% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.04% | — | +6.32% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.69% | +0.43% | +4.47% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.54% | -0.10% | -83.53% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.30% | +0.04% | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.15% | — | -27.27% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.90% | -0.03% | +7.21% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.82% | +0.25% | — | |
| 10 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.68% | — | -1.46% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.59% | — | -10.36% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.54% | +0.27% | -0.73% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.51% | — | +24.69% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.49% | — | -21.99% | |
| 15 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 1.39% | — | +13.17% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.31% | — | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.31% | — | +2.67% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.22% | — | -3.24% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.21% | -0.25% | +4.13% | |
| 20 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.13% | — | +5.73% | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.12% | -0.46% | -0.52% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +4.70% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.02% | +0.04% | +0.38% | |
| 24 | IQLT | Ishares Msci International Q | ETF-その他 | 0.99% | — | — | |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.95% | -0.83% | EXIT | |
| 26 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.93% | — | -8.80% | |
| 27 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.87% | +0.04% | +4.98% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.87% | +0.13% | — | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.86% | +0.26% | +9.63% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.81% | +0.04% | +5.28% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.80% | +0.08% | +6.39% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.80% | — | -7.37% | |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.80% | -0.67% | -0.84% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.80% | — | +1.01% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.78% | +0.08% | +5.89% | |
| 36 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.77% | — | +1.42% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.77% | -0.67% | +7.11% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.76% | +0.09% | -13.69% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.75% | — | -4.74% | |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.73% | — | -6.33% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.72% | — | — | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.72% | — | -87.64% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.71% | — | -0.73% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | -8.75% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.70% | +1.86% | +0.98% | |
| 46 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.69% | — | +0.32% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | — | +1.62% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | -19.38% | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.66% | — | +13.49% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.65% | — | -4.40% |