CIK: 0001780985
申告総資産額
$18.5億
上位200銘柄を表示中（全381銘柄）
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 8.65% | +4.19% | NEW | |
| 2 | OACP | Oneascent Core Plus Bond ETF | ETF-その他 | 8.47% | -3.58% | +12.56% | |
| 3 | OALC | Oneascent Large Cap Core | ETF-大型株・グロース | 6.29% | -3.05% | +53.74% | |
| 4 | OAIM | Oneascent Intl Eqty ETF | ETF-その他 | 5.64% | -2.98% | +31.78% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.84% | +4.38% | +52.11% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.43% | +1.75% | NEW | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.21% | +1.24% | NEW | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.46% | -0.51% | -2.41% | |
| 9 | OAEM | Oneascent Emrg Markets ETF | ETF-その他 | 2.25% | -0.99% | -24.46% | |
| 10 | BIBL | Inspire 100 ETF | ETF-その他 | 2.14% | — | +269.66% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.68% | +0.72% | NEW | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.39% | +0.42% | NEW | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.31% | — | -8.16% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | — | -3.38% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.25% | +0.32% | +71.67% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.01% | +0.50% | NEW | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.01% | +0.72% | +26.71% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.96% | +0.33% | -65.10% | |
| 19 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 0.95% | — | -33.96% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.20% | -5.49% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.75% | +0.74% | NEW | |
| 22 | AAPL | Apple INC | 株式-IT | 0.74% | -0.50% | -0.99% | |
| 23 | BSMO | Invesco Bulletshares 2024 Mb | ETF-その他 | 0.73% | — | +4.59% | |
| 24 | ISMD | Inspire Small/mid Cap ETF | ETF-その他 | 0.64% | +1.34% | +340.10% | |
| 25 | TPSC | Timothy Plan US Small Cap Co | ETF-中小型株 | 0.64% | — | +269.42% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | -0.29% | +4.47% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.59% | -0.63% | +6.46% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.58% | +0.11% | +61.53% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | -7.19% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.58% | +0.30% | -13.50% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.57% | — | -3.78% | |
| 32 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.57% | — | -43.23% | |
| 33 | FTCS | First Trust Capital Strength | ETF-その他 | 0.57% | — | -22.10% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.56% | +1.02% | +156.56% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.55% | — | +2.19% | |
| 36 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.52% | — | +7.92% | |
| 37 | FRME | First Merchants CORP | 株式-その他 | 0.50% | — | -0.03% | |
| 38 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.49% | +0.33% | NEW | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.47% | — | -10.93% | |
| 40 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.47% | — | +5.84% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.46% | +0.38% | +11.11% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | +0.07% | -7.27% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | +0.17% | -3.07% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.41% | -0.08% | +17.01% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | -1.71% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.36% | — | +738.51% | |
| 47 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.36% | +1.12% | NEW | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.36% | -0.17% | -22.21% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | +179.16% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.35% | — | -4.83% |