CIK: 0001711615
申告総資産額
$276.4億
上位200銘柄を表示中（全359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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 15.47% | — | +7.44% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.46% | — | +11.93% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 7.31% | — | +11.24% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.94% | — | +102.97% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.89% | — | +9.35% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.70% | — | -2.98% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.31% | — | +0.21% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.93% | — | -1.92% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.72% | — | -1.11% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.53% | — | -1.70% | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.49% | — | +2.00% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.24% | — | +10.95% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.01% | — | -1.93% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.70% | — | -1.88% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.62% | — | +11.33% | |
| 16 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.49% | — | +2.74% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.46% | — | +10.29% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.42% | — | +4.51% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | — | +0.03% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.17% | — | -18.04% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.17% | — | +1.62% | |
| 22 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.01% | — | +5.41% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.89% | — | -1.20% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.88% | — | +14.03% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | -8.05% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.77% | — | +3.80% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.76% | — | +2.07% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.76% | — | -6.02% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | -5.32% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.71% | — | -3.31% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.67% | — | +1.26% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | -2.10% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | -3.38% | |
| 34 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.59% | — | -14.08% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | — | -2.61% | |
| 36 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.44% | — | +7.77% | |
| 37 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.43% | — | +1.91% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | -0.65% | |
| 39 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.39% | — | +3.82% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | -6.36% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.32% | — | +14.29% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.30% | — | -3.86% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | -4.01% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | -3.09% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.29% | — | -1.98% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.29% | — | +0.85% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.29% | — | +13.00% | |
| 48 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 0.29% | — | +6.53% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | — | -8.06% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -0.84% |