CIK: 0001566601
申告総資産額
$3.1億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 5.92% | -3.97% | -2.90% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 5.00% | — | -1.95% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.95% | +4.76% | NEW | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.57% | -3.30% | -6.05% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.50% | -2.41% | +241.27% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.28% | — | -3.90% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.90% | +4.33% | NEW | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.96% | — | -2.18% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.05% | — | -3.25% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.94% | — | -4.11% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.89% | +1.83% | NEW | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.88% | +1.53% | NEW | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.61% | — | -3.43% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.50% | — | +8.51% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.46% | — | -3.84% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | -2.40% | -47.21% | |
| 17 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.44% | +1.24% | NEW | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.42% | — | -5.18% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.36% | -3.06% | +48.38% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -1.19% | -75.55% | |
| 21 | CMDY | Ishares Bloomberg Roll Selec | ETF-その他 | 1.30% | +1.40% | NEW | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.24% | — | +7.60% | |
| 23 | DSTL | Distillate US Fundamental St | ETF-その他 | 1.15% | — | +13.36% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.11% | — | -14.83% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.10% | — | -4.64% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.07% | — | -0.66% | |
| 27 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.07% | — | -3.24% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.07% | — | -32.70% | |
| 29 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.05% | +1.00% | NEW | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.03% | +1.14% | NEW | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.02% | — | +1.69% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 1.00% | +1.34% | NEW | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.83% | +0.98% | NEW | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.82% | — | -1.36% | |
| 35 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.78% | — | -2.69% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.73% | +0.70% | NEW | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.71% | — | -4.67% | |
| 38 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.71% | — | -6.83% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | -5.14% | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.62% | — | -3.62% | |
| 41 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.62% | — | -6.96% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | -90.08% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | -0.56% | |
| 44 | AAPL | Apple INC | 株式-IT | 0.60% | — | -33.32% | |
| 45 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.58% | — | -6.53% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | — | -4.02% | |
| 47 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.52% | +1.39% | NEW | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.49% | — | -4.55% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | +0.54% | NEW | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.42% | — | -73.20% |