CIK: 0001767601
申告総資産額
$7.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.02% | +0.05% | -0.82% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.19% | — | +6.14% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 6.91% | — | -18.07% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 6.61% | -0.70% | — | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 5.06% | -0.21% | — | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-その他 | 4.82% | — | — | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.91% | +0.20% | — | |
| 8 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 3.79% | — | -4.74% | |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.51% | — | +148.10% | |
| 10 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.94% | — | — | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.93% | — | +222.67% | |
| 12 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.80% | — | -58.45% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.74% | +0.02% | -8.41% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.74% | +0.06% | -2.14% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.72% | — | — | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.70% | — | -18.26% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.64% | -0.01% | -2.05% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | +0.04% | -18.46% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.39% | +0.01% | +213.56% | |
| 20 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 1.32% | — | -37.48% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.16% | — | +15.52% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.12% | +0.04% | -51.21% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.02% | — | — | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.00% | — | -29.74% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.00% | — | -4.50% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.93% | — | +46.56% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.91% | — | -5.85% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.89% | +0.01% | +6.79% | |
| 29 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.86% | — | +134.72% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.85% | — | +281.56% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.76% | — | -6.44% | |
| 32 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.69% | — | +177.08% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.67% | — | -8.67% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.63% | — | +113.62% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | — | -41.15% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.59% | +0.01% | +4.74% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.58% | — | -0.75% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.58% | — | +25.17% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | +0.52% | -6.78% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.55% | +0.02% | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | +10.56% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | — | -11.86% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.50% | — | — | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.50% | -0.04% | -27.18% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.47% | — | -3.48% | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.43% | — | -7.04% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.43% | — | -28.26% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | -14.17% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | +0.02% | -1.51% | |
| 50 | AAPL | Apple INC | 株式-IT | 0.40% | +0.06% | +23.86% |