CIK: 0001727336
申告総資産額
$148.5億
上位200銘柄を表示中（全443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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 49.51% | -5.97% | +0.58% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 9.68% | -0.75% | +0.78% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.62% | +0.03% | +0.59% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 7.90% | -0.03% | +0.94% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.41% | -0.02% | -0.01% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 3.83% | -0.30% | +1.53% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.61% | -0.04% | +5.73% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | -0.06% | +3.13% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.88% | -0.01% | -0.55% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.67% | +0.10% | +12.76% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.65% | -0.01% | -1.55% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.63% | -0.03% | +5.98% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.60% | +0.25% | — | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.55% | -0.03% | +5.72% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | -0.07% | -35.49% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.53% | — | +17.14% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | +1.80% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.46% | -0.03% | +2.59% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.42% | +0.09% | +12.79% | |
| 20 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.32% | — | -10.15% | |
| 21 | DFAT | Dimensional US Target Value | ETF-その他 | 0.24% | — | +9.18% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.23% | +0.02% | +237.18% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | -0.01% | -3.35% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.20% | +0.03% | +11.39% | |
| 25 | INTF | Ishares International Equity | ETF-その他 | 0.19% | -0.03% | +15.44% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.15% | +0.22% | +15.33% | |
| 27 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-その他 | 0.15% | — | +8.72% | |
| 28 | DFIV | Dimensional International Va | ETF-その他 | 0.14% | — | +13.64% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.13% | +0.02% | +11.63% | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.11% | -0.01% | -13.62% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.10% | -0.02% | +0.23% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.09% | -0.01% | -2.50% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.08% | +0.01% | +13.04% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.08% | — | -11.27% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.06% | — | -0.87% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.04% | — | -0.84% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.04% | +0.01% | +0.98% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.04% | — | +3.78% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.04% | — | -14.24% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.03% | — | -2.75% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.03% | — | +27.60% | |
| 42 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.03% | +0.01% | -0.30% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.02% | — | +1.15% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.02% | +0.02% | +5.81% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.02% | — | -30.28% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.02% | — | +1.73% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.02% | — | +2.15% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.02% | — | -1.03% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.02% | — | +0.39% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.02% | — | -2.86% |