CIK: 0001690370
申告総資産額
$102.3億
上位200銘柄を表示中（全1446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 | 4.66% | +0.54% | -19.42% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.45% | +0.30% | -12.80% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.36% | -0.16% | -12.48% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.24% | — | -4.60% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.15% | -0.41% | -2.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.44% | -2.44% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.77% | — | +6.72% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.75% | +0.07% | +37.07% | |
| 9 | DFSD | Dimensional Short Duration | ETF-その他 | 1.64% | — | +5.15% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.61% | +0.12% | -0.17% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.49% | — | +4.25% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | +1.68% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.40% | — | -2.43% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.36% | -4.65% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.36% | +0.16% | +4.72% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.33% | -0.09% | -8.02% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.28% | — | +39.53% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.27% | — | +0.96% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.19% | -1.36% | +29.65% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.13% | -0.13% | -10.37% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.01% | +0.10% | +7.90% | |
| 22 | DFAI | Dimensional International Co | ETF-その他 | 0.99% | — | +2.42% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.94% | -0.35% | -7.18% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.94% | — | -8.51% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.94% | — | +35.14% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.94% | — | -9.07% | |
| 27 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.89% | — | +22.59% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | — | +1.57% | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.78% | -0.35% | -8.33% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | +0.06% | -3.54% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.74% | — | +3.44% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | -0.50% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.72% | — | -9.48% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.69% | — | +0.52% | |
| 35 | DFIC | Dimensional International Co | ETF-その他 | 0.66% | — | +0.87% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.65% | — | -22.57% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.61% | +0.12% | +1173.11% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | — | -0.39% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.57% | -0.17% | -8.55% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | — | -10.38% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.48% | — | -0.27% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | +22.13% | |
| 43 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.44% | — | +6.76% | |
| 44 | AVDE | Avantis International Equity | ETF-その他 | 0.44% | -0.11% | -27.67% | |
| 45 | JMTG | Mortgage-backed Securities | ETF-その他 | 0.42% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.42% | — | +62.16% | |
| 47 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.42% | -0.07% | +0.25% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | -13.75% | |
| 49 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.40% | — | +2.01% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.40% | -0.15% | -5.99% |