CIK: 0001841506
申告総資産額
$13.7億
上位200銘柄を表示中(全205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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.41% | +0.34% | +6.57% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.75% | — | -1.85% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.74% | — | +26.05% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.59% | — | +2.58% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.23% | -0.12% | +21.23% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.93% | +0.02% | +53.59% | |
| 7 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 1.82% | -0.92% | +39.18% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | — | +6.66% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.75% | +0.32% | +10.90% | |
| 10 | AVDE | Avantis International Equity | ETF-その他 | 1.71% | +0.39% | +31.43% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.65% | -0.11% | -0.98% | |
| 12 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.63% | — | +21.48% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.60% | -0.53% | +17.60% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.52% | -0.06% | +7.76% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.51% | — | -42.86% | |
| 16 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 1.42% | — | -4.29% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.41% | +0.09% | -17.89% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | +0.04% | -0.12% | |
| 19 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 1.34% | — | +15.62% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.34% | +0.22% | -6.14% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.25% | +0.44% | +55.29% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.24% | +0.05% | -23.81% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.20% | — | -25.87% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.18% | — | +6.53% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.16% | — | -14.22% | |
| 26 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.15% | — | -26.11% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.06% | — | -9.01% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.02% | +0.31% | -8.12% | |
| 29 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 1.02% | — | +82.74% | |
| 30 | SUB | Ishares Short-term National | ETF-その他 | 1.01% | — | -25.60% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.00% | -0.56% | — | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.99% | — | +7.01% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.89% | +0.07% | -24.53% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.87% | +0.06% | +16.92% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | +1.50% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.81% | — | +17.16% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.81% | — | +2.25% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.81% | — | +2.64% | |
| 39 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.79% | — | +24.98% | |
| 40 | ISCF | Ishares International Small | ETF-その他 | 0.70% | — | +16.32% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.69% | — | +20.39% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.66% | — | +6.60% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.61% | — | -40.96% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | +3.13% | |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.54% | — | +42.10% | |
| 46 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.54% | — | +19.61% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | +40.25% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.52% | +0.03% | -11.14% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | +4.68% | |
| 50 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.50% | — | +2.18% |