CIK: 0001642160
申告総資産額
$7.4億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 26.48% | -0.72% | +0.28% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 18.40% | +0.55% | +0.65% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 10.61% | -0.44% | +9.91% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.49% | +0.45% | +4.77% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.33% | +0.16% | +9.72% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-その他 | 7.25% | +0.56% | +8.71% | |
| 7 | SNA | Snap-on INC | 株式-資本財 | 4.91% | +0.29% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.56% | -0.10% | -1.77% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.63% | -0.09% | -1.80% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | — | -0.47% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.20% | -0.37% | -1.73% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.95% | +0.04% | -1.76% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.06% | -18.67% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | +0.07% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.42% | — | -14.46% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | +0.01% | +0.77% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | +0.01% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.31% | -0.05% | -3.27% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.28% | -0.03% | — | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.19% | +0.01% | -4.59% | |
| 21 | ARKK | Ark Innovation ETF | ETF-その他 | 0.17% | -0.02% | -5.35% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.15% | — | -0.36% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.14% | — | +15.64% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.14% | — | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.14% | +0.01% | +1.05% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.13% | — | -0.43% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.12% | — | +4.10% | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 0.11% | — | -0.84% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.10% | +0.01% | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.10% | — | — | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.10% | — | -1.48% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.09% | — | +1.96% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.09% | — | +4241.06% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.09% | — | -3.43% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.09% | — | +1.44% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.09% | — | -1.36% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.09% | — | +4.04% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.08% | — | +10.33% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.08% | — | +2.96% | |
| 40 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.08% | — | -8.71% | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.07% | -0.01% | — | |
| 42 | DFIC | Dimensional International Co | ETF-その他 | 0.07% | — | +1801.04% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.07% | — | +4.75% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.07% | — | -2.21% | |
| 45 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.07% | -0.01% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.07% | — | -4.15% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.07% | — | -9.31% | |
| 48 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.06% | — | — | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.06% | — | — | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.06% | — | — |