CIK: 0001697493
申告総資産額
$17.5億
上位200銘柄を表示中（全296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 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 7.16% | — | — | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.96% | +0.05% | +1519.17% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.33% | +0.27% | -2.44% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.95% | +0.18% | -0.24% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.77% | -0.04% | +71.62% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.31% | — | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.00% | -0.14% | +5.06% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.52% | — | — | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.45% | — | +1.98% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.33% | +0.05% | +821.29% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.14% | — | +6.08% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.13% | — | +4.45% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.12% | -0.05% | +3.47% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.02% | — | +2.77% | |
| 15 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 1.91% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.75% | -0.18% | -18.21% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.10% | -21.41% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.62% | — | +18.36% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.60% | — | +1.97% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.46% | +0.02% | +919.80% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.43% | +0.07% | — | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.36% | — | +2.67% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.28% | -0.03% | +3.34% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 1.08% | — | — | |
| 25 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 1.01% | — | +25.05% | |
| 26 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.95% | — | +0.72% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | — | — | |
| 28 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 0.83% | — | — | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.78% | — | +4.63% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | -0.04% | +23.68% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.62% | — | +3.54% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.58% | — | — | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.56% | -0.01% | +24.88% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.52% | +0.11% | NEW | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | — | +4.83% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.48% | — | +0.37% | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.47% | — | +2.75% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.46% | — | +372.86% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | — | |
| 40 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.44% | — | +1.75% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | +0.02% | -18.70% | |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.38% | +0.01% | +33.76% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.38% | +0.06% | +1.69% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | -20.87% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.35% | — | +48.32% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | — | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.33% | +0.05% | -21.32% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | +110.33% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.33% | — | +7.80% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -21.16% |