CIK: 0001711615
申告総資産額
$276.4億
上位200銘柄を表示中(全376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 | 15.89% | — | +0.72% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.31% | — | +2.65% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 7.30% | — | -0.05% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.48% | — | -3.26% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.60% | — | -3.44% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.19% | — | +2.67% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.04% | — | +0.38% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.76% | — | -4.18% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.70% | — | -1.09% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.27% | — | -2.42% | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.23% | — | -7.51% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.98% | — | -1.80% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.97% | — | +4.86% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.72% | — | +1.62% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.68% | — | +3.95% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.37% | — | -0.90% | |
| 17 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.33% | — | -3.38% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.26% | — | -1.66% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.19% | — | +4.10% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.15% | — | +1.30% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.13% | — | +7.51% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.07% | — | +10.35% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.05% | — | -2.05% | |
| 24 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.00% | — | +0.53% | |
| 25 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.93% | — | +14.42% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | — | -1.48% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.79% | — | -0.63% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.76% | — | +1.31% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.75% | — | -0.95% | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.74% | — | +13.08% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -6.28% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.73% | — | -3.15% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | — | -2.34% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.68% | — | -0.61% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | -0.54% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.66% | — | -0.67% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | -0.91% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | -0.27% | |
| 39 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.47% | — | +3.98% | |
| 40 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.45% | — | +5.21% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | +6.41% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.38% | — | +2.39% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | +0.94% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.35% | — | +4.71% | |
| 45 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 0.35% | — | +3.72% | |
| 46 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.33% | — | +5.85% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.32% | — | +2.11% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.29% | — | +4.86% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.28% | — | -2.02% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | — | +0.11% |