CIK: 0001794543
申告総資産額
$16.2億
上位200銘柄を表示中（全524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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.19% | -0.21% | +0.39% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.08% | -0.24% | +1.24% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.42% | -0.39% | +0.16% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.11% | — | -2.86% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.08% | — | +1.41% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.92% | +0.02% | +7.03% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.79% | — | +4.16% | |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 2.22% | -0.01% | +13.48% | |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 2.20% | — | +12.93% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.19% | -0.01% | +13.08% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.18% | -0.01% | +12.43% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.14% | -0.12% | +5.15% | |
| 13 | IVLU | Ishares Msci International V | ETF-その他 | 2.01% | -0.09% | -1.16% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.99% | -0.10% | +0.33% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.91% | — | +291.58% | |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.74% | +0.02% | +14.25% | |
| 17 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.63% | — | -0.29% | |
| 18 | IQLT | Ishares Msci International Q | ETF-その他 | 1.40% | — | +1.70% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.39% | — | +0.17% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.31% | +8.01% | |
| 21 | DSMC | Distillate S/m Cash Flow ETF | ETF-その他 | 1.29% | — | +5.24% | |
| 22 | GMED | Globus Medical INC - A | 株式-ヘルスケア | 1.14% | — | +0.06% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.09% | — | +0.37% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.05% | +0.02% | +2.79% | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.96% | — | -0.00% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.94% | -0.21% | -1.58% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.92% | -0.02% | +0.51% | |
| 28 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.86% | — | -0.05% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.85% | — | +0.75% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.82% | +0.09% | +10.65% | |
| 31 | WD | Walker & Dunlop INC | 株式-その他 | 0.82% | -0.18% | — | |
| 32 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.74% | — | +2.44% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | +0.07% | +5.44% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +150.47% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.58% | — | -7.67% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.57% | — | -0.23% | |
| 37 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-その他 | 0.56% | — | +2.72% | |
| 38 | SEIC | Sei Investments Company | 株式-金融 | 0.56% | — | +25.67% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.52% | — | -2.21% | |
| 40 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-その他 | 0.51% | — | +0.95% | |
| 41 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.49% | — | +2.00% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.11% | +13.01% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | +0.01% | +10.65% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | +0.08% | +7.34% | |
| 45 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.47% | — | +4.23% | |
| 46 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.47% | — | -2.02% | |
| 47 | BSMT | Invesco Bulletshares 2029 Mb | ETF-その他 | 0.46% | — | -3.05% | |
| 48 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.44% | — | +1.48% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.44% | — | +96.42% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.41% | — | -1.25% |