CIK: 0001760578
申告総資産額
$7.2億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 13.93% | -0.46% | -0.72% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 12.78% | -1.05% | -5.81% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 11.07% | -0.54% | +2.55% | |
| 4 | GSY | Invesco Ultra Short Duration | ETF-その他 | 6.93% | — | +102.05% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.22% | -0.37% | -1.14% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.97% | — | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.95% | — | -31.34% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.37% | +0.18% | NEW | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.99% | — | -2.49% | |
| 10 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.46% | +0.55% | +5.03% | |
| 11 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 3.11% | +0.44% | -0.47% | |
| 12 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.94% | — | -1.85% | |
| 13 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 1.60% | — | -2.66% | |
| 14 | COLD | Americold Realty Trust INC | 株式-不動産 | 1.60% | — | -0.26% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.53% | — | +2.64% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.41% | — | +5.77% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.31% | -0.23% | +7.02% | |
| 18 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.20% | — | +29.84% | |
| 19 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 1.01% | -0.84% | -31.15% | |
| 20 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.68% | — | +2.53% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.65% | — | +2.24% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | +4.09% | |
| 23 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 0.53% | — | -36.10% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | -0.20% | +44.12% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | — | -78.22% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | +1.60% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | -0.54% | +1.12% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.45% | — | +0.46% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.44% | — | -79.05% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +1.00% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | +11.73% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | -0.12% | +1.76% | |
| 33 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.29% | — | — | |
| 34 | HBIOUSD | Harvard Bioscience INC | 株式-その他 | 0.26% | — | +3.93% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | -4.07% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.24% | — | -48.19% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | +14.23% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.22% | — | -4.85% | |
| 39 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.22% | — | +17.27% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.22% | — | -3.86% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | -0.13% | EXIT | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.21% | — | -11.55% | |
| 43 | IQLT | Ishares Msci International Q | ETF-その他 | 0.21% | — | -2.93% | |
| 44 | PAYX | Paychex INC | 株式-IT | 0.21% | — | +0.58% | |
| 45 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.19% | — | -0.20% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.17% | — | +8.26% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.16% | -5.22% | |
| 48 | ✓ | Azul Sa-adr | 株式-その他 | 0.16% | — | +15.00% | |
| 49 | OSIS | Osi Systems INC | 株式-IT | 0.16% | — | — | |
| 50 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 0.16% | — | — |