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 | 20.36% | -1.16% | +0.50% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.94% | -0.33% | -6.67% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.18% | -0.55% | -0.81% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.63% | +0.07% | +8.08% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.61% | -1.29% | -9.28% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.57% | -0.09% | -6.57% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.55% | -1.35% | +7.20% | |
| 8 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 2.49% | +0.07% | +4.01% | |
| 9 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 2.48% | -0.52% | -17.13% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.46% | -0.47% | +2.13% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.44% | -0.26% | +10.70% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.43% | -1.82% | +9.84% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.37% | -0.72% | +12.29% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.31% | +0.94% | +10.46% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.30% | +0.38% | +6.42% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.01% | -0.12% | +33.97% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.01% | +0.79% | -3.75% | |
| 18 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 1.90% | -0.08% | +0.67% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.86% | -0.08% | +2.56% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.78% | +0.03% | +22.47% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.68% | +0.51% | +8.95% | |
| 22 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.56% | — | -3.36% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.15% | +0.08% | +4.22% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.12% | -0.08% | +1.99% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | +0.34% | +19.17% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.90% | +0.06% | +1.09% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.87% | — | -5.95% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.18% | +9.36% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.82% | — | +7.00% | |
| 30 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.79% | — | +30.14% | |
| 31 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.70% | — | +1.89% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | +14.32% | |
| 33 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.68% | -0.34% | +0.78% | |
| 34 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.64% | +0.08% | +11.72% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.72% | EXIT | |
| 36 | IBEX | IBEX Limited | 株式-その他 | 0.49% | -0.17% | +15.93% | |
| 37 | 1RG | Rev Group INC | 株式-その他 | 0.49% | -0.43% | EXIT | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.48% | -0.09% | -1.01% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.47% | -0.28% | +0.30% | |
| 40 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.46% | — | -40.59% | |
| 41 | LAUR | Laureate Education INC | 株式-その他 | 0.43% | -0.04% | — | |
| 42 | PWR | Quanta Services INC | 株式-資本財 | 0.39% | — | +1.03% | |
| 43 | CVSA | Covista INC | 株式-生活必需品 | 0.37% | — | +0.91% | |
| 44 | HEI | Heico CORP | 株式-資本財 | 0.37% | — | -1.76% | |
| 45 | JBL | Jabil INC | 株式-IT | 0.37% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | — | +7.95% | |
| 47 | KLAC | Kla CORP | 株式-IT | 0.35% | — | +6.13% | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.34% | — | -12.39% | |
| 49 | TT | Trane Technologies plc | 株式-資本財 | 0.32% | — | +6.97% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +17.39% |