CIK: 0001731732
申告総資産額
$12.4億
上位200銘柄を表示中（全295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 | 4.02% | +0.27% | -2.11% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.07% | — | -0.73% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.96% | +0.43% | +2.97% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.57% | +0.02% | +0.88% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.28% | -0.10% | -1.99% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.09% | -2.00% | +1.75% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.99% | +0.26% | +4.13% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.91% | +0.04% | -2.42% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.80% | — | -20.87% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.80% | -0.67% | -7.15% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.70% | -0.03% | -1.83% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.57% | +0.25% | -1.46% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.49% | -0.03% | -16.70% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.41% | — | -7.05% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.41% | -0.67% | -9.31% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.35% | — | +8.80% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.29% | +0.08% | +4.02% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.28% | — | +3.01% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.27% | +0.04% | +3.71% | |
| 20 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.26% | — | +1.75% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.25% | -0.25% | -1.95% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.21% | +0.27% | -2.50% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.19% | — | -2.15% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | — | -1.92% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | -1.72% | |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.07% | — | -7.41% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.07% | +0.04% | +0.50% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.03% | +0.04% | +34.19% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | +0.16% | +7.06% | |
| 30 | USTB | Victoryshares Short-term Bon | ETF-その他 | 1.02% | +0.05% | +1.79% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.01% | +0.04% | +8.69% | |
| 32 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.00% | — | -0.05% | |
| 33 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.97% | — | +3.78% | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.92% | — | -2.02% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.92% | -0.46% | -1.28% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.88% | -0.83% | EXIT | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.87% | +0.08% | +4.05% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.80% | +1.86% | +1.00% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | — | +1.69% | |
| 40 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.76% | — | +6.13% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.75% | — | +0.65% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | -2.13% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.72% | — | +2.74% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.71% | +0.13% | -0.65% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.69% | +0.13% | +0.90% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | -28.97% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | -1.69% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | -0.03% | +2.34% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | — | +1.82% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | -4.57% |