CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全414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 | 9.01% | -0.15% | +1.72% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.18% | -0.16% | +0.49% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.55% | +0.64% | -12.88% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.25% | +0.31% | -9.04% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 5.98% | -0.16% | +2.89% | |
| 6 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 5.65% | -0.04% | +17.22% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.16% | +0.09% | +0.18% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.89% | +0.30% | +0.02% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.79% | +0.53% | -6.20% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.68% | +0.40% | +19.44% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.66% | +0.13% | +2.23% | |
| 12 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 3.91% | +0.40% | -0.08% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.45% | -0.04% | +34.47% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.34% | — | +0.37% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.04% | -0.04% | -10.38% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.25% | -0.01% | — | |
| 17 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.19% | — | -3.55% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.09% | — | -4.61% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.09% | +0.04% | +1.45% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.95% | +0.26% | -26.65% | |
| 21 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.92% | — | -0.21% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | +0.10% | -0.04% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.84% | — | +39.20% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.05% | -3.13% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | -0.27% | +4.42% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | +0.06% | +22.10% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | +5.76% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | +0.05% | -54.20% | |
| 29 | SHYM | Ishares Short Duration High | ETF-その他 | 0.52% | — | -15.98% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.48% | — | -7.89% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.42% | -0.62% | -8.66% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.42% | — | -20.20% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | +0.12% | +18.69% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | -1.93% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.31% | +0.09% | +184.81% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.31% | — | -29.90% | |
| 37 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.29% | +0.06% | +6.47% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.28% | — | -16.47% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.28% | — | -27.52% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.27% | — | -22.61% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | -0.06% | -4.20% | |
| 42 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.26% | +0.10% | +6.70% | |
| 43 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.24% | -0.18% | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | +63.64% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | +56.46% | |
| 46 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.20% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.18% | — | +33.67% | |
| 48 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.18% | — | -7.63% | |
| 49 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.17% | — | -10.49% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.17% | — | -15.01% |