CIK: 0001690370
申告総資産額
$102.3億
上位200銘柄を表示中（全1104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 | 7.74% | +0.54% | +31.26% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.00% | +0.30% | +7.73% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.68% | — | -1.58% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.14% | — | +26.46% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 2.00% | +0.12% | +10.42% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.90% | -0.44% | -0.36% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.79% | -0.09% | +5.15% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.56% | +0.07% | -3.96% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.51% | -0.35% | +3.87% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -0.36% | +10.08% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.39% | — | +128.13% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.28% | -0.17% | -10.86% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.21% | — | -0.55% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.19% | — | +526.69% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.06% | — | -13.18% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.05% | +0.06% | +33.14% | |
| 17 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.05% | — | +21.52% | |
| 18 | DFSD | Dimensional Short Duration | ETF-その他 | 1.04% | — | +2868.38% | |
| 19 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.02% | — | +1414.09% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.01% | — | +5.06% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.00% | +0.10% | +14.38% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.92% | -0.13% | +62.80% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.91% | -1.36% | +289.40% | |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.89% | -0.06% | +39.42% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.85% | -0.16% | -8.02% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.84% | — | +16.27% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | +3.71% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.83% | +0.16% | +12.59% | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.80% | — | -16.65% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.78% | -0.09% | -3.93% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.77% | — | +5.04% | |
| 32 | DFAI | Dimensional International Co | ETF-その他 | 0.69% | — | +10434.99% | |
| 33 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.68% | -0.08% | -37.40% | |
| 34 | AVDE | Avantis International Equity | ETF-その他 | 0.68% | -0.11% | -4.66% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | +9.18% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | +6.06% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.63% | — | -11.90% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.63% | -0.15% | +139.72% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.59% | — | -2.13% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | — | -28.60% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.56% | — | +17.56% | |
| 42 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.55% | — | +2977.31% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.52% | -0.25% | +8.00% | |
| 44 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.49% | -0.07% | -3.85% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | — | +58.66% | |
| 46 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.48% | — | +0.03% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | -6.64% | |
| 48 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | -0.08% | -3.24% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +12.71% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.43% | — | -33.25% |