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 | 21.92% | -1.16% | +10.62% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.75% | -0.33% | +0.16% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.32% | -0.26% | -16.46% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.51% | -0.55% | -38.14% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.11% | -1.29% | +13.39% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.92% | +0.79% | +1.23% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.76% | +0.38% | -4.89% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.73% | -0.09% | -3.91% | |
| 9 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 2.64% | -0.52% | +8.12% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.58% | -0.47% | -0.39% | |
| 11 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 2.43% | — | -7.27% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.32% | +0.07% | +46.16% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.23% | -1.35% | -1.09% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.14% | +1.67% | NEW | |
| 15 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.06% | -0.08% | +0.49% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.05% | — | -16.43% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.67% | — | -14.59% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.27% | -0.08% | +0.77% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.09% | +0.06% | +3.70% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.05% | +0.94% | +4.53% | |
| 21 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.00% | — | -22.55% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.85% | +0.34% | -20.10% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.18% | -2.80% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.81% | +0.51% | -6.52% | |
| 25 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.80% | -0.34% | -1.60% | |
| 26 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.79% | -0.12% | +9.39% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.77% | — | -1.13% | |
| 28 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.71% | — | +5.91% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.62% | -0.28% | -12.22% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | — | +1.91% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.61% | +0.08% | +45.02% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.51% | — | -1.47% | |
| 33 | PHM | Pultegroup INC | 株式-一般消費財 | 0.49% | — | -9.27% | |
| 34 | OC | Owens Corning | 株式-資本財 | 0.49% | — | +14.61% | |
| 35 | BCC | Boise Cascade Co | 株式-素材 | 0.48% | — | +58.27% | |
| 36 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.47% | — | +0.37% | |
| 37 | NVT | nVent Electric plc | 株式-資本財 | 0.45% | — | -3.76% | |
| 38 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.45% | — | +39.94% | |
| 39 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.41% | — | +37.01% | |
| 40 | KLAC | Kla CORP | 株式-IT | 0.41% | — | -0.49% | |
| 41 | ETN | Eaton Corporation plc | 株式-資本財 | 0.41% | — | -1.69% | |
| 42 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.40% | — | -2.54% | |
| 43 | BLDR | Builders Firstsource INC | 株式-資本財 | 0.40% | — | +36.07% | |
| 44 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.39% | +0.08% | -3.35% | |
| 45 | ATKR | Atkore INC | 株式-その他 | 0.39% | — | -4.52% | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.38% | — | -19.67% | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.37% | +0.03% | +34.81% | |
| 48 | IT | Gartner INC | 株式-IT | 0.37% | — | -13.57% | |
| 49 | PFSI | Pennymac Financial Services | 株式-その他 | 0.36% | — | +11.98% | |
| 50 | UNM | Unum Group | 株式-金融 | 0.36% | — | -3.62% |