CIK: 0001713558
申告総資産額
$7.5億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 32.91% | -0.10% | +2.24% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 12.03% | +1.78% | +3.75% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.93% | -0.31% | +4.27% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 6.85% | +0.08% | +2.78% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 6.09% | -0.28% | +2.57% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.50% | -0.15% | +3.60% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 4.38% | +0.02% | +1.36% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.69% | -0.29% | +5.07% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.21% | -0.05% | +5.57% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.82% | — | -5.62% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.79% | -0.04% | +4.59% | |
| 12 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.59% | +0.03% | -0.58% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.21% | -0.04% | +5.56% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.14% | -0.07% | +0.09% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.09% | -0.02% | +5.86% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.38% | -3.68% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | -0.04% | +7.23% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.15% | +0.02% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | +0.01% | +0.03% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.51% | -0.03% | -0.30% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.50% | — | +7.47% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.50% | -0.16% | +21.45% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.45% | +0.01% | -17.16% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.45% | -0.13% | +13.80% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.38% | — | -0.66% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.08% | -4.07% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | +0.56% | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.25% | — | -10.25% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.21% | — | +0.11% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.20% | -0.03% | -0.34% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.19% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | +0.41% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.18% | — | +1.21% | |
| 34 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.17% | — | +0.14% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.17% | — | +0.77% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.16% | — | +0.26% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.15% | — | -0.03% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | -0.02% | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.15% | — | — | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.14% | +0.01% | -1.09% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.13% | — | +0.33% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | — | +1.48% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.12% | -0.01% | — | |
| 44 | DAL | Delta Air Lines INC | 株式-資本財 | 0.11% | — | +0.23% | |
| 45 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.10% | — | — | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.10% | — | -19.98% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.09% | -0.03% | -1.66% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.09% | +0.02% | -2.71% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.09% | — | +26.65% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.09% | — | -0.23% |