CIK: 0001737109
申告総資産額
$125.4億
上位200銘柄を表示中（全979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 | 2.61% | -0.32% | +4.83% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.50% | -0.04% | +2.43% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.02% | — | +99.94% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.97% | +0.23% | +2.22% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.94% | — | -5.22% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 1.93% | — | +3.70% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.78% | — | +44.71% | |
| 8 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.54% | — | +7.34% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.52% | -0.23% | +2424.20% | |
| 10 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 1.41% | -0.88% | +1.90% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.37% | — | +0.39% | |
| 12 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.34% | — | -9.99% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.29% | — | -50.77% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.19% | +2.50% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.26% | — | +10.61% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.23% | — | -6.96% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.18% | +0.26% | +18.01% | |
| 18 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.10% | — | +1.70% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.06% | — | -1.25% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | — | -15.68% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.93% | — | +8.57% | |
| 22 | PPLT | Abrdn Physical Platinum Shrs | ETF-コモディティ | 0.90% | — | +23.06% | |
| 23 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.89% | — | +33.02% | |
| 24 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.87% | — | +33.81% | |
| 25 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 0.82% | — | +3.80% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.76% | — | +35.89% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.75% | +0.13% | +16.41% | |
| 28 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.75% | — | -7.57% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.75% | — | +10.08% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | +0.34% | +30.49% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | +13.16% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.69% | — | -1.55% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | -0.63% | |
| 34 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.66% | — | -16.62% | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.64% | — | +8.20% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.32% | +25.86% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | +0.09% | +2170.82% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | — | -10.45% | |
| 39 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.57% | — | +4.84% | |
| 40 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 0.56% | — | -2.83% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.54% | — | -2.18% | |
| 42 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.54% | — | +51.23% | |
| 43 | BKIE | Bny Mellon Intl Eqty ETF | ETF-その他 | 0.53% | — | +3.79% | |
| 44 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 0.50% | — | +2.48% | |
| 45 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.49% | — | +6.65% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.48% | — | -5.62% | |
| 47 | MBB | Ishares Mbs ETF | ETF-その他 | 0.47% | — | -29.14% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | -1.79% | |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.43% | — | +12.23% | |
| 50 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.42% | — | +29.37% |