CIK: 0001689829
申告総資産額
$23.9億
上位200銘柄を表示中（全247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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 13.53% | -0.92% | +3.36% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.54% | +0.66% | +15.77% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.87% | -1.20% | +7.36% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.57% | -0.20% | +8.31% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.42% | +1.15% | +7.43% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.34% | — | +2.81% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.65% | -0.03% | +9.43% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.96% | -0.36% | +11.07% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.69% | -0.09% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.46% | -0.11% | -12.35% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.36% | -0.38% | +0.01% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.28% | -0.31% | +0.49% | |
| 13 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 2.19% | — | -9.92% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.75% | -0.12% | +2.70% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.62% | -0.12% | -36.32% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 1.62% | — | -64.21% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.45% | -0.23% | +9.21% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.40% | +3.77% | -8.39% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.35% | -0.16% | +93.67% | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.27% | -0.14% | -0.68% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.03% | — | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | +398.88% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.94% | — | — | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.91% | -0.08% | -0.79% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.75% | -0.14% | +17.60% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.73% | — | +0.18% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.70% | -0.06% | +0.15% | |
| 28 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.69% | -0.07% | -65.68% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.68% | -0.14% | +15.89% | |
| 30 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.63% | — | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +150.82% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.60% | -0.10% | -20.37% | |
| 33 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | — | -0.76% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | -0.07% | -1.26% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.55% | — | +0.32% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.54% | — | — | |
| 37 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.53% | — | -15.66% | |
| 38 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.29% | +4.03% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.45% | — | +94.96% | |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.44% | — | +453.23% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | — | +101.79% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -25.85% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.40% | — | -47.83% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.39% | — | -13.91% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | — | -17.23% | |
| 47 | CARR | Carrier Global CORP | 株式-資本財 | 0.39% | — | +4.83% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | +986.17% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | — | +282.30% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.35% | — | -0.95% |