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 | 20.07% | -1.16% | -0.11% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.99% | -0.33% | +1.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.11% | -0.55% | -0.89% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.71% | +0.07% | +6.89% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.62% | +0.38% | +12.36% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.57% | +0.94% | +12.51% | |
| 7 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 2.55% | -0.52% | -4.67% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.48% | -0.26% | +5.69% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.46% | -0.09% | +0.95% | |
| 10 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 2.45% | +0.07% | +2.54% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.43% | -1.35% | +0.16% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.39% | -0.72% | +2.07% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.36% | -1.29% | -5.20% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.31% | -0.47% | -4.86% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.25% | -1.82% | +1.30% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.10% | -0.12% | +8.23% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.98% | +0.79% | -1.13% | |
| 18 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 1.94% | -0.08% | +1.63% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.91% | -0.08% | +6.02% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.89% | +0.51% | +11.61% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.85% | +0.03% | +8.16% | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.79% | +0.03% | +3287.10% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.27% | +0.34% | +19.42% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.20% | +0.08% | +8.72% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.14% | -0.08% | +3.34% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.94% | +0.06% | +6.48% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.90% | — | -0.63% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.85% | — | +9.12% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.18% | +2.46% | |
| 30 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.77% | +0.08% | +14.48% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | +11.83% | |
| 32 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.73% | — | +7.75% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.72% | EXIT | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.63% | -0.34% | -1.47% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.47% | -0.47% | EXIT | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.44% | -0.28% | +1.07% | |
| 37 | IBEX | IBEX Limited | 株式-その他 | 0.43% | -0.17% | -3.69% | |
| 38 | RKLB | Rocket Lab CORP | 株式-資本財 | 0.43% | — | — | |
| 39 | 1RG | Rev Group INC | 株式-その他 | 0.43% | -0.43% | EXIT | |
| 40 | LAUR | Laureate Education INC | 株式-その他 | 0.43% | -0.04% | -4.03% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | -0.34% | — | |
| 42 | APH | Amphenol Corp-cl A | 株式-IT | 0.42% | -0.09% | -16.81% | |
| 43 | KLAC | Kla CORP | 株式-IT | 0.41% | — | +6.25% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.39% | — | +8.30% | |
| 45 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 0.37% | -0.07% | — | |
| 46 | JBL | Jabil INC | 株式-IT | 0.37% | — | -1.42% | |
| 47 | PWR | Quanta Services INC | 株式-資本財 | 0.37% | — | -4.32% | |
| 48 | GTX | Garrett Motion INC | 株式-一般消費財 | 0.33% | — | — | |
| 49 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.32% | — | -7.28% | |
| 50 | HEI | Heico CORP | 株式-資本財 | 0.31% | — | -12.69% |