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 | 21.12% | -1.16% | -1.60% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.70% | -0.33% | +103.05% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.58% | -0.55% | -0.19% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.87% | -0.47% | +1.64% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.87% | -1.29% | -1.85% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.81% | -0.09% | +0.54% | |
| 7 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 2.76% | -0.52% | -1.32% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.68% | -0.26% | +102.69% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.63% | -0.72% | +3029.80% | |
| 10 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 2.62% | +0.07% | +4.59% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.46% | -1.35% | +2.58% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.36% | +0.79% | -0.09% | |
| 13 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.15% | +0.07% | +6.60% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.13% | — | -0.06% | |
| 15 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 2.13% | — | -4.89% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.11% | -0.08% | -1.43% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.80% | +0.38% | -17.18% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.60% | +0.94% | +12.05% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.41% | +1.67% | NEW | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.24% | -0.08% | -4.48% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.20% | — | +134.25% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.12% | +0.51% | +0.57% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.06% | -0.12% | +1.65% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.96% | +0.06% | +3.71% | |
| 25 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.87% | +0.03% | +2.93% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.18% | +9.16% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.85% | +0.08% | +4.13% | |
| 28 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.80% | -0.34% | -0.73% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | -0.72% | EXIT | |
| 30 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.64% | — | +7.41% | |
| 31 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.58% | — | +7.97% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.57% | — | +8.50% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.56% | -0.28% | -0.11% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | — | +26.92% | |
| 35 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.53% | — | -15.78% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | +10.32% | |
| 37 | VCTR | Victory Capital Holding - A | 株式-その他 | 0.49% | — | -5.98% | |
| 38 | PWR | Quanta Services INC | 株式-資本財 | 0.48% | — | +8.68% | |
| 39 | 1RG | Rev Group INC | 株式-その他 | 0.45% | -0.43% | EXIT | |
| 40 | TT | Trane Technologies plc | 株式-資本財 | 0.45% | — | +2.72% | |
| 41 | SLVM | Sylvamo CORP | 株式-素材 | 0.45% | — | -1.43% | |
| 42 | JXN | Jackson Financial Inc-a | 株式-金融 | 0.44% | — | -8.63% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | — | -15.53% | |
| 44 | SKYW | Skywest INC | 株式-資本財 | 0.44% | — | -24.44% | |
| 45 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.42% | — | +19.98% | |
| 46 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.42% | — | -0.77% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.42% | +0.08% | +13.90% | |
| 48 | PFSI | Pennymac Financial Services | 株式-その他 | 0.39% | — | +60.39% | |
| 49 | PHM | Pultegroup INC | 株式-一般消費財 | 0.39% | — | +39.61% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.36% | — | +5.27% |