CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全313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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 10.02% | -0.15% | — | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 8.82% | +0.31% | -4.05% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 8.49% | +0.64% | +5.27% | |
| 4 | GSY | Invesco Ultra Short Duration | ETF-その他 | 8.04% | +0.06% | +3249.15% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 6.45% | +0.53% | +1.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.04% | +0.30% | -38.55% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.71% | +0.13% | -1.23% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.83% | +0.09% | +18998.01% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.20% | — | +1.49% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.77% | -0.04% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.62% | -0.16% | +7581.85% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.83% | +0.05% | -27.54% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.23% | +0.40% | -0.36% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.24% | — | +0.66% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.21% | — | -0.31% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.09% | -0.04% | +559.38% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.00% | +0.26% | +0.90% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | +0.10% | -0.38% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.05% | -3.87% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.72% | — | +18.45% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 0.62% | — | +0.48% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | -0.27% | -0.21% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.47% | — | +9.22% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.46% | — | -1.74% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.41% | -0.62% | -21.07% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | -7.15% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.40% | — | -34.63% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | +8.50% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.38% | — | -7.84% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.36% | — | -19.09% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.36% | — | +0.50% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.35% | — | +13.57% | |
| 33 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.35% | -0.18% | -0.29% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | -0.06% | -1.64% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.32% | — | +14.56% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | +21.48% | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.25% | — | +4.69% | |
| 38 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.24% | +0.10% | +4.59% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.24% | -0.06% | -9.83% | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.23% | +0.04% | +13785.84% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.23% | — | -21.32% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | +0.05% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | +480.95% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | -6.51% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.21% | — | +147.36% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.21% | — | +46.23% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.21% | — | +1.38% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | — | +0.48% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.19% | — | +0.80% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.18% | +0.06% | +1.60% |