CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全398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 | 8.64% | -0.15% | +5.67% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 7.07% | -0.16% | +29.15% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.79% | -0.16% | +3.29% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.44% | +0.64% | -0.84% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 6.04% | +0.31% | +0.91% | |
| 6 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 5.40% | -0.04% | +3.54% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.07% | +0.09% | +1.03% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.79% | +0.30% | +2.93% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.61% | +0.40% | +0.92% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.55% | +0.13% | +1.47% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.53% | +0.53% | +1.19% | |
| 12 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 3.85% | +0.40% | -0.35% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.90% | -0.04% | +28.46% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.30% | — | +7.90% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.30% | -0.04% | +24.03% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.74% | -0.01% | +49.16% | |
| 17 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.16% | — | +6.99% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.07% | — | +7.70% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.07% | +0.04% | +1.62% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.99% | — | +30.04% | |
| 21 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.97% | — | +16.94% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.97% | +0.26% | +1.77% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | +0.10% | -0.20% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | +0.05% | -1.85% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.62% | +0.06% | +4.98% | |
| 26 | SHYM | Ishares Short Duration High | ETF-その他 | 0.60% | — | +26.75% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | -0.27% | -1.99% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | +0.05% | -2.35% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.49% | -0.62% | +1.92% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | +6.31% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.48% | — | -16.65% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.41% | — | +4.77% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | +0.12% | +9.94% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.33% | — | +7.68% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | — | +14.10% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.31% | +0.09% | +2.52% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.28% | — | +1.40% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.27% | — | +3.97% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | -0.06% | — | |
| 40 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.26% | +0.06% | -0.91% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.26% | — | -1.53% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | — | -19.71% | |
| 43 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.24% | +0.10% | -0.90% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | +4.47% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.21% | — | +19.17% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.19% | — | +10.50% | |
| 47 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.18% | — | — | |
| 48 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.18% | -0.18% | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.18% | — | +21.84% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | -0.11% | +18.76% |