CIK: 0001689829
申告総資産額
$23.9億
上位200銘柄を表示中（全323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 | 13.52% | -0.92% | +0.42% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.13% | +1.15% | +2.26% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.94% | +0.66% | +2.15% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.71% | — | +0.66% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.60% | -1.20% | +2.87% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.04% | -0.20% | +3.32% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.65% | -0.03% | -4.01% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.53% | -0.36% | -0.46% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.23% | -0.31% | -0.58% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.10% | -0.38% | -6.17% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.93% | -0.09% | -2.17% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.87% | -0.11% | -1.31% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.63% | -0.12% | -1.94% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.56% | -0.12% | -0.80% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.52% | +3.77% | -5.47% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.20% | -0.14% | +0.33% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.17% | -0.14% | -1.21% | |
| 18 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.15% | -0.23% | +1.18% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | -0.16% | -3.10% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.29% | +1.31% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | — | -5.03% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 1.08% | — | +0.73% | |
| 23 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.08% | — | +11.38% | |
| 24 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.02% | — | -0.02% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.98% | -0.10% | -3.17% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.76% | — | +49.78% | |
| 27 | AIG | American International Group | 株式-金融 | 0.70% | — | +214.34% | |
| 28 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 0.70% | — | -3.16% | |
| 29 | MCO | Moody's CORP | 株式-金融 | 0.67% | -0.15% | — | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.08% | +910.87% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.58% | -0.06% | +0.99% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.58% | — | -7.43% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | -0.07% | +0.66% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | -2.46% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.52% | — | -2.43% | |
| 36 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.50% | -0.07% | -0.93% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.48% | -0.08% | -0.32% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | -9.69% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.45% | — | -0.65% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.44% | — | +2.89% | |
| 41 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | — | -1.69% | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.42% | — | -3.60% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | -3.29% | |
| 44 | CARR | Carrier Global CORP | 株式-資本財 | 0.37% | — | +3.58% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.36% | — | -2.01% | |
| 46 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.36% | — | -23.90% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | -3.40% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | +0.03% | +3.25% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.34% | — | -10.60% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.33% | — | -5.91% |