CIK: 0001727336
申告総資産額
$148.5億
上位200銘柄を表示中(全629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 | 44.75% | -5.97% | -7.78% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 9.66% | +1.86% | — | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 8.55% | -0.75% | -0.84% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.30% | -0.02% | +0.17% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.53% | +0.03% | -30.05% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.67% | -0.25% | +80392.26% | |
| 7 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.89% | -0.30% | -17.59% | |
| 8 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.17% | +0.34% | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.63% | -0.04% | +0.19% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.52% | +0.25% | +54.30% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.19% | -0.06% | -0.34% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.78% | — | +13.84% | |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.78% | -0.03% | +1.15% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.76% | -0.01% | +0.40% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.75% | +0.10% | +5.38% | |
| 16 | DEXC | Dimensional Em Ex Cce ETF | ETF-その他 | 0.74% | — | +0.76% | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.63% | -0.01% | -3.41% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.57% | -0.03% | -5.56% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | -0.07% | -0.56% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.54% | +0.09% | +15.15% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.47% | -0.03% | +5.55% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | -0.03% | +1.59% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | -5.49% | |
| 24 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.28% | — | +2.16% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.22% | +0.02% | +7.56% | |
| 26 | DFAT | Dimensional US Target Value | ETF-その他 | 0.21% | — | -6.45% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.19% | +0.22% | -3.72% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.18% | +0.03% | -17.96% | |
| 29 | INTF | Ishares International Equity | ETF-その他 | 0.18% | -0.03% | -8.25% | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.18% | +0.02% | +706.58% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.17% | -0.01% | -2.35% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.16% | +0.02% | +16.85% | |
| 33 | DFIV | Dimensional International Va | ETF-その他 | 0.16% | — | +0.35% | |
| 34 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-その他 | 0.15% | — | +0.50% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.13% | +0.01% | +51.01% | |
| 36 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 0.11% | +0.01% | -1.64% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.09% | -0.01% | +18.44% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.09% | -0.02% | -2.42% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.05% | -0.01% | -7.22% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.05% | — | -2.97% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.04% | — | -5.41% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.04% | — | +28.18% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.04% | — | +16.98% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.04% | +0.01% | +0.15% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.03% | +0.01% | +22.74% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.03% | — | -0.80% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.02% | — | +2.88% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.02% | — | -1.55% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.02% | — | +6.49% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.02% | — | -0.62% |