CIK: 0001697725
申告総資産額
$9.6億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 15.14% | -0.65% | -1.80% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-その他 | 14.75% | — | +1.92% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.22% | -1.22% | +18.08% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-その他 | 6.83% | — | +2.59% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 6.17% | +0.11% | +36.83% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.81% | -0.06% | +9.16% | |
| 7 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 4.66% | — | +18.65% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.55% | -0.05% | +2.59% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.53% | -0.49% | -1.25% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.84% | -0.09% | +0.32% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.47% | -0.14% | -3.53% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.36% | -0.04% | +0.19% | |
| 13 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.26% | — | -1.78% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.10% | +0.11% | +1.32% | |
| 15 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.44% | — | -0.76% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | -0.23% | +221.61% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.33% | — | -12.74% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.25% | — | +0.20% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.94% | — | +33.63% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.73% | +0.03% | +0.21% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | +1.83% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | -0.04% | -0.10% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.62% | — | -25.12% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.60% | — | +11.17% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.47% | — | +0.20% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.45% | — | +0.07% | |
| 27 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.40% | — | +0.04% | |
| 28 | CTAS | Cintas CORP | 株式-資本財 | 0.40% | — | -4.72% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.20% | +6.32% | |
| 30 | BKIEUR | Black Knight INC | 株式-その他 | 0.30% | — | — | |
| 31 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.28% | — | — | |
| 32 | FNF | Fidelity National Financial | 株式-金融 | 0.26% | -0.09% | — | |
| 33 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.26% | — | — | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.25% | — | -0.92% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.07% | +5.00% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.21% | — | +0.01% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | — | — | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.19% | — | +2.03% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.19% | — | +5.41% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.18% | — | +0.14% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | — | +11.09% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | -0.05% | -45.53% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.16% | -0.05% | +54.45% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.16% | — | -7.44% | |
| 45 | NFE | New Fortress Energy INC | 株式-その他 | 0.15% | — | -54.58% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.06% | -0.72% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.12% | — | +0.41% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | — | +3.75% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | — | +7.62% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.12% | — | -5.48% |