CIK: 0001767710
申告総資産額
$4.2億
| # | 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 | JPM | Jpmorgan Chase & Co | 株式-金融 | 25.23% | -2.02% | +0.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.02% | -0.14% | -3.66% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.56% | +0.18% | -6.34% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.29% | -0.36% | -1.27% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.85% | +0.25% | -4.56% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.48% | +0.18% | -3.31% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.40% | +0.05% | -0.35% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.17% | +0.10% | -8.68% | |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 2.02% | +0.11% | +24.24% | |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.01% | +0.07% | +23.42% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 1.94% | +0.09% | +26.05% | |
| 12 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 1.94% | +0.09% | +26.06% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.81% | +0.08% | +0.32% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.57% | -0.01% | +0.16% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.53% | +0.04% | -5.28% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.48% | — | +3.65% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.37% | +0.08% | +22.69% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.36% | +0.06% | +23.50% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.36% | +0.02% | +22.87% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.34% | — | +22.62% | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.16% | — | -12.43% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.10% | +0.08% | +0.15% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.08% | — | -14.39% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.87% | +0.02% | -38.41% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.83% | +0.11% | +1.64% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.83% | — | +0.93% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.71% | — | -37.63% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | -0.08% | -1.57% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.59% | -0.01% | -0.38% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.57% | +0.02% | +0.63% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.11% | +9.53% | |
| 32 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.52% | +0.05% | -12.66% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.52% | -0.03% | +7.47% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.32% | — | +0.77% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.32% | +0.02% | -17.31% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.32% | — | -2.74% | |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.29% | — | -19.30% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.27% | — | -1.43% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.27% | — | -1.21% | |
| 40 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.26% | — | +1.83% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.26% | — | -1.60% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.25% | — | -3.11% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +1.42% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | -0.02% | -11.81% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.17% | +0.10% | -32.45% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.16% | -0.01% | +1.44% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.15% | — | -31.17% | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.15% | — | +1.57% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.14% | -0.01% | +0.20% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.14% | — | -2.81% |