CIK: 0001737109
申告総資産額
$125.4億
上位200銘柄を表示中（全1346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 | AAPL | Apple INC | 株式-IT | 2.97% | +0.23% | +79.86% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.46% | -0.32% | +9.33% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.20% | -0.04% | +16.92% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.56% | — | +8.77% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.44% | +0.08% | +680.58% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.19% | +40.04% | |
| 7 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 1.36% | -0.88% | +21.17% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.21% | — | +1.19% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.16% | — | +13.62% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.07% | — | -4.75% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.06% | -0.23% | -8.80% | |
| 12 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 1.02% | — | +118.43% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.00% | — | -1.69% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | +0.34% | +87.11% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.86% | -0.19% | +157.71% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.85% | — | +20.08% | |
| 17 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.84% | — | -9.80% | |
| 18 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.83% | — | +13.72% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.81% | — | +3846.12% | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.80% | — | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.80% | — | +26.07% | |
| 22 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.79% | — | +16315.11% | |
| 23 | BKIE | Bny Mellon Intl Eqty ETF | ETF-その他 | 0.79% | — | +25.60% | |
| 24 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.79% | — | +16.17% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 0.78% | — | -5.90% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | — | +0.60% | |
| 27 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 0.67% | — | +5.02% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | +42.83% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | +19.08% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.66% | -0.06% | +232.63% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | +0.09% | +72.21% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.63% | +0.18% | +823.28% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | +0.15% | +46.34% | |
| 34 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.57% | — | +127.70% | |
| 35 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 0.55% | — | +179.87% | |
| 36 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.52% | — | +2464.34% | |
| 37 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.52% | — | -2.93% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.52% | — | +4.30% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.51% | — | +3818.43% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | +0.32% | +33.04% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.50% | — | +3.25% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.49% | — | -38.89% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.49% | — | +4009.57% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.49% | — | +12.33% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.46% | — | +97.70% | |
| 46 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.44% | — | +0.04% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.43% | — | -21.51% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | -5.75% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.43% | — | -3.72% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.42% | — | -47.07% |