CIK: 0001739728
申告総資産額
$43.1億
上位200銘柄を表示中(全745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 | 5.40% | +0.12% | +24.59% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.20% | — | +30.33% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.93% | — | +51.77% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.69% | -0.02% | +3.10% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.52% | — | +8.62% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.44% | -0.33% | +5.65% | |
| 7 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 2.31% | — | +21.11% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.98% | +0.63% | +47.22% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.66% | — | -0.56% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.51% | — | +96.23% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.48% | — | +32.43% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.44% | +0.06% | +3.23% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.33% | +8.28% | |
| 14 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 1.37% | — | +6.55% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.36% | +0.33% | +50.92% | |
| 16 | VEGA | Advshrs Star Gbl Buy-write | ETF-その他 | 1.33% | +0.01% | +63.81% | |
| 17 | BIBL | Inspire 100 ETF | ETF-その他 | 1.30% | — | +19.20% | |
| 18 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.15% | — | +115.34% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.10% | +0.02% | +10.34% | |
| 20 | MBB | Ishares Mbs ETF | ETF-その他 | 1.05% | — | +17.81% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.03% | +0.05% | -30.51% | |
| 22 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 1.00% | +0.30% | +8.29% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.97% | — | -23.76% | |
| 24 | MSTB | Lha Market State Tactical | ETF-その他 | 0.95% | — | — | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.89% | — | +29.72% | |
| 26 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.85% | — | +21.51% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.83% | -0.41% | +70.47% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | — | +1.61% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | +10.56% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | — | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.72% | — | +10.77% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | +11.69% | |
| 33 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 0.69% | — | +17.90% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | +18.70% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.65% | +0.14% | +5.94% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.64% | — | +39.39% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.62% | — | +9.66% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.59% | — | -6.24% | |
| 39 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.57% | — | +25.43% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.56% | — | +5.40% | |
| 41 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.54% | — | +8.55% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.54% | +0.13% | -2.19% | |
| 43 | IXG | Ishares Global Financials Et | ETF-その他 | 0.51% | — | +22.36% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | -4.55% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | +8.69% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | -0.21% | +18.30% | |
| 47 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 0.44% | — | -1.61% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.44% | +0.13% | +5.12% | |
| 49 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.43% | — | +9.02% | |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.43% | — | -31.71% |