CIK: 0001731732
申告総資産額
$12.4億
上位200銘柄を表示中（全318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 | 3.76% | +0.27% | +3.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.19% | +0.43% | +1.70% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.54% | — | -7.03% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.20% | +0.26% | +5.47% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.11% | +0.02% | -9.78% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.08% | -2.00% | +10.26% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.99% | -0.10% | -2.53% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.95% | -0.03% | +8.70% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.92% | -0.67% | +11.02% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.79% | +0.04% | +32.75% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.68% | +0.04% | +10.49% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.66% | +0.04% | -0.82% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.64% | +0.25% | +2.46% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.56% | — | +0.35% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.51% | +0.16% | +3.10% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.51% | — | +9.65% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.47% | -0.03% | -8.01% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.46% | +0.08% | +8.19% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.40% | -0.03% | +19.28% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.26% | -0.67% | +8.16% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.26% | +0.04% | +1.58% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.25% | +0.13% | +5.77% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.22% | — | +4.78% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.13% | +0.27% | -0.45% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.10% | +0.04% | +0.14% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.09% | — | +7.80% | |
| 27 | USTB | Victoryshares Short-term Bon | ETF-その他 | 1.05% | +0.05% | +10.52% | |
| 28 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 1.01% | +0.03% | +42.92% | |
| 29 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.01% | — | -3.75% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.95% | — | -2.26% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.95% | +0.13% | +5.45% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.92% | +0.08% | +5.99% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | -1.09% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.87% | +0.04% | -14.46% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | -3.79% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.83% | -0.83% | EXIT | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.78% | — | +1.68% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.77% | +1.86% | +6.69% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.77% | — | -2.12% | |
| 40 | GARP | Ishares Msci USA Quality Gar | ETF-その他 | 0.77% | +0.24% | +273.31% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.76% | — | +0.98% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | -2.23% | |
| 43 | DFIV | Dimensional International Va | ETF-その他 | 0.73% | — | +1.37% | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.70% | — | -0.70% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.69% | +0.19% | +22.84% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.69% | — | +0.91% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.68% | +0.08% | +10.85% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.63% | -0.25% | -39.78% | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.63% | -0.46% | -3.81% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | — | -3.52% |