CIK: 0001819955
申告総資産額
$5.7億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.92% | -0.04% | EXIT | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.36% | +0.03% | -6.65% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.91% | +0.88% | -15.84% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.24% | — | +6.47% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.23% | — | +0.12% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.95% | — | -13.95% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.75% | — | -7.17% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.67% | — | -16.86% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.59% | — | +13.58% | |
| 10 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 3.18% | — | -9.39% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.94% | — | -7.08% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.63% | +0.41% | — | |
| 13 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.47% | — | +112.72% | |
| 14 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 2.37% | — | +96.95% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.34% | -1.00% | +18.73% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.18% | — | -6.60% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.01% | — | +3.84% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.99% | — | +10.95% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.93% | +0.20% | -4.61% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.91% | +0.08% | +27.28% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.69% | +0.06% | +63.16% | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.67% | — | -13.58% | |
| 23 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 1.59% | — | — | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.55% | -0.06% | EXIT | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.36% | — | -19.33% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.32% | — | +74.85% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.17% | — | +42.52% | |
| 28 | IVLU | Ishares Msci International V | ETF-その他 | 1.11% | — | -29.88% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 1.10% | — | -23.85% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.05% | — | +117.34% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.99% | — | +40.74% | |
| 32 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.98% | — | +9.77% | |
| 33 | VZIOEUR | Vizio Holding Corp-a | 株式-その他 | 0.82% | — | -8.65% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.77% | — | -4.06% | |
| 35 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.76% | — | -27.82% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.67% | — | +36.38% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | -2.38% | +485.53% | |
| 38 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.59% | — | +101.83% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | — | +70.21% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.55% | — | -22.91% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.52% | — | +963.39% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.51% | — | +129.39% | |
| 43 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.50% | — | -8.50% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +12.92% | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.48% | — | -30.41% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.44% | +0.52% | -12.40% | |
| 47 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.44% | — | -25.83% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.43% | — | +0.03% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | — | -27.49% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.38% | -0.34% | +39.88% |