CIK: 0001767474
申告総資産額
$5.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 14.74% | -0.16% | -17.69% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.71% | -0.21% | +19.17% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 7.11% | -0.25% | -10.46% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.07% | +1.41% | -49.96% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.51% | -0.10% | -32.73% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 5.22% | -0.05% | +519.89% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.47% | -1.51% | +1.32% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.72% | -0.12% | +0.65% | |
| 9 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 3.52% | +0.06% | -18.53% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.21% | -0.81% | -32.94% | |
| 11 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.18% | -3.17% | — | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 2.96% | -0.10% | +3212.19% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.95% | -1.58% | -1.10% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.94% | +3.31% | +73.93% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.56% | +0.11% | -47.88% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.05% | -10.00% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.72% | -0.08% | -1.46% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.60% | — | +6.13% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.60% | -0.82% | +3577.45% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.30% | — | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.24% | -0.12% | -0.27% | |
| 22 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 1.17% | -0.37% | +1340.35% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.08% | — | -7.53% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.95% | -0.03% | -3.40% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.64% | — | +0.45% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.61% | -0.03% | -14.56% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.56% | -0.05% | +0.65% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.55% | -0.84% | +193.77% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.46% | +0.04% | -15.87% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.45% | -0.04% | -38.81% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.44% | — | -3.59% | |
| 32 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.42% | — | +80.55% | |
| 33 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.42% | -0.02% | -0.80% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.41% | +0.03% | +4.32% | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.37% | +0.04% | -4.62% | |
| 36 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.36% | — | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | -4.12% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.26% | +0.04% | +2.77% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.26% | +0.07% | -38.62% | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.24% | +0.09% | — | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.24% | — | — | |
| 42 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.23% | — | — | |
| 43 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 0.22% | -0.16% | EXIT | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.22% | — | -37.85% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.19% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | — | -12.03% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.19% | — | -4.42% | |
| 48 | IVLU | Ishares Msci International V | ETF-その他 | 0.18% | — | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.18% | — | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.18% | — | — |