CIK: 0001757605
申告総資産額
$3.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.34% | -0.52% | -10.74% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.24% | -0.47% | +12.83% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 7.55% | +1.36% | +5.07% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.53% | +2.57% | +133.41% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 7.41% | +0.27% | +109.26% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.27% | +0.11% | +88.35% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.24% | — | +31.19% | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 4.88% | +0.34% | -8.54% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.20% | -0.15% | +10.43% | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 3.80% | -0.30% | -0.74% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.78% | +0.02% | +15.51% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.40% | +0.49% | +16.88% | |
| 13 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.85% | +0.01% | +14.73% | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.65% | — | +10.13% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.60% | — | +15.10% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.45% | -0.11% | +53.62% | |
| 17 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.45% | -0.08% | +8.92% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | +0.86% | -38.03% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.30% | +0.07% | +25.71% | |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.13% | +0.04% | +12.88% | |
| 21 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.03% | — | -7.20% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.86% | — | +6.86% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.80% | — | +43.44% | |
| 24 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.76% | — | -26.03% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.72% | -0.04% | +9.88% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | — | -0.21% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | -0.04% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | -0.02% | -5.02% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.54% | +0.02% | +93.71% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.44% | — | +6.42% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.43% | — | +7.90% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.40% | — | +9.77% | |
| 33 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.37% | +0.01% | — | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.37% | -0.07% | EXIT | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | +10.13% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +165.00% | |
| 37 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.31% | — | -4.47% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.31% | -0.02% | +2.22% | |
| 39 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.31% | — | — | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.30% | -0.05% | -3.13% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.26% | — | — | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.23% | — | — | |
| 43 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.23% | — | +20.42% | |
| 44 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.22% | — | — | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.17% | -1.62% | -88.67% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.16% | — | — | |
| 47 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.16% | — | — | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.16% | -0.03% | +0.13% | |
| 49 | INRO | Ishares US In Ro Act Etf-usd | ETF-その他 | 0.16% | — | — | |
| 50 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.15% | — | +3.45% |