CIK: 0001794543
申告総資産額
$16.2億
上位200銘柄を表示中（全316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 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.94% | -0.24% | +2.47% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.30% | -0.21% | +7.59% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.90% | — | +0.65% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.86% | -0.39% | +1.31% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.76% | — | +1.58% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.59% | — | +3.95% | |
| 7 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.93% | — | +10.64% | |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 2.87% | — | +7.73% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.54% | -0.01% | +7.99% | |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.54% | -0.01% | +7.71% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 2.53% | -0.01% | +8.32% | |
| 12 | IVLU | Ishares Msci International V | ETF-その他 | 2.21% | -0.09% | +4.15% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.05% | -0.10% | +12.01% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.98% | — | +3.63% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.92% | — | +9.44% | |
| 16 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.92% | — | +8.68% | |
| 17 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-その他 | 1.92% | — | +8.47% | |
| 18 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.92% | — | +8.78% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.92% | — | +9.14% | |
| 20 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.78% | — | +2.81% | |
| 21 | WD | Walker & Dunlop INC | 株式-その他 | 1.68% | -0.18% | -9.90% | |
| 22 | IQLT | Ishares Msci International Q | ETF-その他 | 1.65% | — | +3.25% | |
| 23 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.54% | — | +3.95% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.44% | — | -6.56% | |
| 25 | ✓ | Saverone 2014 LTD | 株式-その他 | 1.29% | — | — | |
| 26 | AAPL | Apple INC | 株式-IT | 1.12% | -0.12% | +4.61% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 1.08% | +0.02% | +15.32% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.06% | — | +6.08% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 1.05% | — | +8.84% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.98% | -0.02% | +10.89% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.31% | +27.62% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.85% | — | -1.11% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.75% | — | -1.93% | |
| 34 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.74% | — | +0.79% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.69% | — | -4.68% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.68% | — | -1.03% | |
| 37 | DCRE | Dbl Comm Real Est Debt | ETF-その他 | 0.66% | — | +24.58% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.66% | — | +24.70% | |
| 39 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.65% | — | +1.66% | |
| 40 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.53% | — | -0.29% | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.53% | — | -3.00% | |
| 42 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 0.52% | — | -0.50% | |
| 43 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.50% | — | -15.18% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | — | -4.60% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | +0.07% | -4.46% | |
| 46 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.39% | — | -0.02% | |
| 47 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-その他 | 0.37% | — | +1.74% | |
| 48 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.36% | — | -0.35% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.35% | +0.09% | +22.90% | |
| 50 | IMOM | Alpha Intl Quant Mom ETF | ETF-その他 | 0.34% | — | +1.19% |