CIK: 0001794543
申告総資産額
$16.2億
上位200銘柄を表示中（全566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 | 4.27% | -0.24% | +1.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.19% | -0.21% | +1.10% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.42% | -0.39% | +3.04% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.08% | — | +3.23% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.96% | — | +2.96% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.82% | — | +6.45% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.61% | +0.02% | -5.44% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.30% | -0.12% | +5.93% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 2.09% | -0.01% | -0.77% | |
| 10 | IVLU | Ishares Msci International V | ETF-その他 | 2.08% | -0.09% | +1.35% | |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.06% | -0.01% | -0.76% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.05% | -0.01% | -0.56% | |
| 13 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 2.04% | -0.02% | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.91% | -0.10% | +2.07% | |
| 15 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.75% | — | -2.11% | |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.63% | +0.02% | -0.59% | |
| 17 | GMED | Globus Medical INC - A | 株式-ヘルスケア | 1.59% | — | -3.02% | |
| 18 | IQLT | Ishares Msci International Q | ETF-その他 | 1.43% | — | +5.07% | |
| 19 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.43% | — | -22.06% | |
| 20 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.38% | — | +4.37% | |
| 21 | DSMC | Distillate S/m Cash Flow ETF | ETF-その他 | 1.33% | — | +9.59% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.31% | +13.80% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 1.04% | +0.02% | +1.75% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 1.02% | — | -3.12% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.01% | -0.21% | +14.21% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.91% | -0.02% | +3.83% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.90% | +0.09% | +14.95% | |
| 28 | IBMS | Isharesibonddec2030munibdetf | ETF-その他 | 0.88% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | — | +0.24% | |
| 30 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.81% | — | -0.46% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.70% | — | +0.09% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | +0.07% | +8.09% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | +0.08% | +8.50% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +3.58% | |
| 35 | WD | Walker & Dunlop INC | 株式-その他 | 0.56% | -0.18% | +0.03% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.56% | — | -2.98% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | +0.11% | +8.42% | |
| 38 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-その他 | 0.54% | — | +1.28% | |
| 39 | SEIC | Sei Investments Company | 株式-金融 | 0.51% | — | -0.09% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.51% | — | -1.35% | |
| 41 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.50% | — | +3.62% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | +0.01% | +0.77% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +20.52% | |
| 44 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-その他 | 0.48% | — | -0.12% | |
| 45 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.45% | — | -2.27% | |
| 46 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.45% | — | +0.11% | |
| 47 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.44% | — | +3.66% | |
| 48 | BSMT | Invesco Bulletshares 2029 Mb | ETF-その他 | 0.43% | — | -1.90% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.41% | — | -22.82% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.41% | +0.19% | +10.19% |