CIK: 0001794543
申告総資産額
$16.2億
上位200銘柄を表示中（全226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 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 6.69% | — | +8.18% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.72% | — | +4.37% | |
| 3 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 5.32% | -0.24% | -0.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.55% | -0.21% | +0.60% | |
| 5 | SPD | Simplify US Eqty Plus Down | ETF-その他 | 4.25% | — | -3.06% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.12% | — | -1.00% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.92% | -0.39% | +1.37% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.68% | — | -0.10% | |
| 9 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 3.27% | — | +7.95% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.12% | — | +4.53% | |
| 11 | IVLU | Ishares Msci International V | ETF-その他 | 2.47% | -0.09% | -0.92% | |
| 12 | WD | Walker & Dunlop INC | 株式-その他 | 2.27% | -0.18% | +73.91% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.22% | -0.10% | +1.01% | |
| 14 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 2.17% | — | -3.13% | |
| 15 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 2.12% | — | -0.26% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 2.11% | — | -0.68% | |
| 17 | IQLT | Ishares Msci International Q | ETF-その他 | 1.87% | — | -0.75% | |
| 18 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.56% | — | -0.30% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 1.46% | — | -2.60% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.37% | -0.12% | +3.68% | |
| 21 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 1.26% | — | +5.13% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.15% | — | -2.22% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.15% | — | -0.37% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.13% | — | -2.84% | |
| 25 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.05% | -0.02% | +0.70% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.02% | — | -2.76% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.97% | +0.02% | +4.31% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.96% | — | +3.09% | |
| 29 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.86% | — | -4.39% | |
| 30 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.84% | — | -1.76% | |
| 31 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.82% | — | -0.57% | |
| 32 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 0.80% | — | -4.54% | |
| 33 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.74% | — | -2.29% | |
| 34 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.74% | — | -0.88% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.72% | — | -3.46% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.31% | +38.28% | |
| 37 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.56% | — | -1.64% | |
| 38 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.55% | — | -7.31% | |
| 39 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 0.54% | — | -26.01% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.52% | — | -3.31% | |
| 41 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-その他 | 0.49% | — | -1.56% | |
| 42 | IMOM | Alpha Intl Quant Mom ETF | ETF-その他 | 0.44% | — | -1.71% | |
| 43 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.43% | — | -4.58% | |
| 44 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.42% | — | -0.28% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.11% | -10.56% | |
| 46 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.41% | — | -2.80% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | +0.07% | +0.43% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.40% | — | -4.52% | |
| 49 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.38% | — | -27.50% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | +2.84% |