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 | 21.48% | -1.16% | +0.58% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.36% | -0.33% | +2.64% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.59% | -0.55% | -0.32% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.99% | -0.09% | +2.64% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.92% | -1.29% | -2.06% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.84% | -0.26% | -5.12% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.64% | +0.79% | -0.60% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.63% | +0.38% | +1.58% | |
| 9 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 2.62% | -0.52% | +1.59% | |
| 10 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 2.59% | +0.07% | +1.24% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.58% | -0.47% | +1.48% | |
| 12 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 2.37% | — | +5.70% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.36% | -1.35% | +4.42% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.12% | — | +3.63% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.11% | +0.07% | +1.16% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.10% | -0.08% | +5.41% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.06% | +1.67% | NEW | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.74% | — | +1.42% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.43% | +0.94% | +13.45% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.36% | -0.08% | -4.30% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | +0.51% | +7.70% | |
| 22 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.09% | -0.12% | +2.84% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.96% | +0.06% | +1.50% | |
| 24 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.88% | +0.03% | -0.45% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.18% | -4.48% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.84% | +0.08% | -3.58% | |
| 27 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.79% | -0.34% | -2.72% | |
| 28 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.65% | — | +3.96% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.56% | -0.28% | -3.34% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | — | +4.37% | |
| 31 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.55% | — | -0.65% | |
| 32 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.53% | — | +21.86% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.53% | — | +8.82% | |
| 34 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.52% | — | -24.53% | |
| 35 | KLAC | Kla CORP | 株式-IT | 0.49% | — | -3.70% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.47% | — | +5.38% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | -2.04% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.46% | — | +1.40% | |
| 39 | WIREEUR | Encore Wire CORP | 株式-その他 | 0.44% | — | +0.14% | |
| 40 | NVT | nVent Electric plc | 株式-資本財 | 0.43% | — | +10.37% | |
| 41 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.42% | — | -5.26% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.42% | — | +2.29% | |
| 43 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.39% | — | +0.79% | |
| 44 | PWR | Quanta Services INC | 株式-資本財 | 0.39% | — | +5.55% | |
| 45 | PHM | Pultegroup INC | 株式-一般消費財 | 0.39% | — | -8.29% | |
| 46 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.39% | +0.08% | +13.01% | |
| 47 | OC | Owens Corning | 株式-資本財 | 0.38% | — | -1.55% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | — | -8.46% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.37% | — | +1.44% | |
| 50 | BLDR | Builders Firstsource INC | 株式-資本財 | 0.36% | — | +25.70% |