CIK: 0001753218
申告総資産額
$2.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 19.60% | -1.16% | +3.20% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.67% | -0.33% | +2.89% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.49% | -0.26% | +2.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.95% | -0.55% | -2.84% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.93% | +0.38% | +905.70% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.92% | +0.79% | +1.38% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.87% | -0.09% | +3.84% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.76% | -1.29% | +12.29% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.46% | -0.47% | +27.01% | |
| 10 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.44% | — | -8.01% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.37% | +1.67% | NEW | |
| 12 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 2.32% | — | -14.84% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.25% | — | -6.02% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.21% | -1.35% | +2.35% | |
| 15 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.93% | -0.08% | +26.85% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.66% | +0.07% | -0.09% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.57% | — | — | |
| 18 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.34% | — | +5.14% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.30% | -0.08% | +26.79% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.10% | +0.34% | +5.42% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.09% | +0.06% | -0.39% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | +0.94% | — | |
| 23 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.84% | -0.34% | -2.16% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.81% | +0.51% | +41.90% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.74% | -0.12% | +3.50% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.68% | -0.28% | -2.42% | |
| 27 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.67% | — | +1.27% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.54% | — | +1.12% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.47% | — | — | |
| 30 | PWR | Quanta Services INC | 株式-資本財 | 0.46% | — | -11.92% | |
| 31 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.45% | — | -2.72% | |
| 32 | AN | Autonation INC | 株式-一般消費財 | 0.45% | — | — | |
| 33 | NVT | nVent Electric plc | 株式-資本財 | 0.45% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | — | -19.06% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.44% | — | +3.72% | |
| 36 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.44% | — | -25.96% | |
| 37 | ATKR | Atkore INC | 株式-その他 | 0.44% | — | — | |
| 38 | RS | Reliance INC | 株式-素材 | 0.44% | — | -8.80% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.42% | +0.08% | +7.46% | |
| 40 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.42% | — | -15.21% | |
| 41 | STLD | Steel Dynamics INC | 株式-素材 | 0.40% | +0.31% | NEW | |
| 42 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.39% | +0.08% | +218.46% | |
| 43 | WIREEUR | Encore Wire CORP | 株式-その他 | 0.39% | — | — | |
| 44 | RYZ | Ryerson Holding CORP | 株式-その他 | 0.39% | — | -6.53% | |
| 45 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.39% | — | -12.45% | |
| 46 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.38% | — | — | |
| 47 | PIZ | Invesco Dorsey Wright Develo | ETF-その他 | 0.38% | — | -4.07% | |
| 48 | TPR | Tapestry INC | 株式-一般消費財 | 0.37% | — | +4.28% | |
| 49 | NUE | Nucor CORP | 株式-素材 | 0.37% | — | -20.89% | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.36% | — | — |