CIK: 0001739728
申告総資産額
$43.1億
上位200銘柄を表示中(全687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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.66% | +0.12% | +2.52% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 2.88% | -0.02% | +2.53% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.74% | — | +4.93% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.68% | — | +23.60% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.50% | -0.33% | -0.81% | |
| 6 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 2.32% | — | -3.27% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.31% | — | +31.48% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.01% | — | +7.86% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.77% | +0.05% | -15.63% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.59% | +0.63% | -9.87% | |
| 11 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 1.40% | — | -5.05% | |
| 12 | BIBL | Inspire 100 ETF | ETF-その他 | 1.40% | — | +15.17% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.38% | — | -0.09% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.33% | +0.06% | +2.00% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.29% | — | +49.47% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.33% | +2.94% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.23% | +0.02% | +19.36% | |
| 18 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 1.11% | +0.30% | +24.13% | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 1.07% | — | +17.38% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.97% | +0.33% | +15.54% | |
| 21 | VEGA | Advshrs Star Gbl Buy-write | ETF-その他 | 0.93% | +0.01% | +11.30% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.91% | — | -29.65% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.91% | — | +379.54% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.84% | — | -3.15% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.78% | — | +23.37% | |
| 26 | VBNK | Versabank | 株式-その他 | 0.78% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +13.84% | |
| 28 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.76% | — | -12.54% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.73% | +0.14% | +16.56% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | -20.44% | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.71% | — | +7.16% | |
| 32 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 0.71% | — | -27.91% | |
| 33 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.69% | — | -15.61% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.68% | — | +19.54% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.67% | — | +3.48% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.65% | +0.13% | +17.94% | |
| 37 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.64% | — | +24.57% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.64% | — | +20.79% | |
| 39 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.63% | — | +16.51% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.63% | — | +27.33% | |
| 41 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.62% | — | -15.73% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | -0.69% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | -0.41% | +1.83% | |
| 44 | TPIF | Timothy Plan Intl ETF | ETF-その他 | 0.50% | — | -1.49% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.50% | +0.13% | +20.97% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.50% | — | +15.04% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.21% | +3.61% | |
| 48 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.49% | — | -0.31% | |
| 49 | IXG | Ishares Global Financials Et | ETF-その他 | 0.49% | — | +33.39% | |
| 50 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 0.48% | — | +4.96% |