CIK: 0001767710
申告総資産額
$4.2億
上位200銘柄を表示中（全442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 | JPM | Jpmorgan Chase & Co | 株式-金融 | 23.93% | -2.02% | +0.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.11% | -0.14% | +1.61% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.79% | — | +6.21% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.92% | -0.36% | +3.61% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.27% | +0.18% | +12.68% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.18% | +0.25% | +4.74% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.61% | +0.18% | +4.97% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.66% | +0.10% | +13.23% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.33% | +0.05% | +8.05% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.77% | +0.08% | +0.15% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.69% | — | +3.83% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.60% | +0.04% | +0.21% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.57% | — | +1.14% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | -0.01% | +0.44% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.40% | — | +2.00% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.28% | — | -4.58% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.20% | — | +13.64% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.09% | +0.08% | -0.59% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.03% | — | +5.18% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.01% | +0.02% | -0.49% | |
| 21 | ✓ | Ishares | 株式-その他 | 0.94% | — | +0.24% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.91% | +0.11% | -0.10% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.90% | — | +16.54% | |
| 24 | ✓ | Ishares Tr | 株式-その他 | 0.81% | — | -3.71% | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.80% | — | +1.51% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.64% | — | +0.07% | |
| 27 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.58% | +0.05% | +2.00% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | -0.08% | -0.12% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.56% | — | +42.70% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.55% | — | -0.02% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.55% | -0.01% | +0.01% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.51% | +0.02% | +0.38% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.49% | +0.07% | +0.28% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.44% | — | +52.03% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.40% | +0.02% | +22.87% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.38% | — | +2.08% | |
| 37 | SUB | Ishares Short-term National | ETF-その他 | 0.35% | — | +5.36% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.34% | — | +0.08% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.34% | — | -0.82% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | -62.41% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.32% | -0.11% | +0.03% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.29% | -0.03% | +0.11% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.29% | — | +0.40% | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.28% | — | — | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.27% | — | +0.79% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.27% | — | +3.80% | |
| 47 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.25% | — | +0.04% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | — | +0.57% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.24% | — | +0.41% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.22% | — | +0.37% |