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 | 21.07% | -1.16% | -0.75% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.47% | -0.33% | +1.44% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.53% | -0.55% | -0.12% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.08% | -0.09% | +0.11% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.02% | -1.29% | +1.86% | |
| 6 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 2.81% | -0.52% | +1.84% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.78% | -0.26% | +0.82% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.78% | -0.47% | +9.07% | |
| 9 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 2.63% | +0.07% | +4.09% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.60% | +0.79% | -1.92% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.46% | +0.38% | -6.13% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.41% | -1.35% | +0.46% | |
| 13 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 2.29% | — | -2.80% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.17% | — | +0.01% | |
| 15 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.12% | -0.08% | +1.26% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.12% | +0.07% | +3.85% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.05% | +1.67% | NEW | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.55% | — | -9.30% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | +0.94% | -0.17% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.32% | -0.08% | -0.87% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.23% | +0.51% | -0.36% | |
| 22 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.06% | -0.12% | +3.37% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.01% | +0.06% | +2.35% | |
| 24 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.87% | +0.03% | +2.73% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.83% | +0.08% | +1.81% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.18% | +3.21% | |
| 27 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.77% | -0.34% | -0.11% | |
| 28 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.65% | — | +2.42% | |
| 29 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.59% | — | +7.43% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.58% | -0.28% | -0.11% | |
| 31 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.55% | — | -13.77% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.53% | — | — | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.51% | — | -0.16% | |
| 34 | JXN | Jackson Financial Inc-a | 株式-金融 | 0.50% | — | — | |
| 35 | SLVM | Sylvamo CORP | 株式-素材 | 0.50% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | +2.78% | |
| 37 | SKYW | Skywest INC | 株式-資本財 | 0.49% | — | — | |
| 38 | AAPL | Apple INC | 株式-IT | 0.48% | — | +0.08% | |
| 39 | TT | Trane Technologies plc | 株式-資本財 | 0.46% | — | — | |
| 40 | VCTR | Victory Capital Holding - A | 株式-その他 | 0.44% | — | — | |
| 41 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.43% | — | -17.47% | |
| 42 | 1RG | Rev Group INC | 株式-その他 | 0.43% | -0.43% | EXIT | |
| 43 | PWR | Quanta Services INC | 株式-資本財 | 0.42% | — | -0.90% | |
| 44 | APH | Amphenol Corp-cl A | 株式-IT | 0.42% | -0.09% | — | |
| 45 | KLAC | Kla CORP | 株式-IT | 0.41% | — | -3.00% | |
| 46 | CSL | Carlisle Cos INC | 株式-資本財 | 0.41% | — | — | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | — | +12.19% | |
| 48 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.41% | — | -0.51% | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.38% | — | -7.86% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.38% | +0.08% | — |