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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 19.75% | -1.22% | +1.22% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 9.82% | -0.65% | -0.07% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 8.88% | -0.91% | -13.53% | |
| 4 | DFIC | Dimensional International Co | ETF-その他 | 3.97% | +0.01% | -9.71% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.90% | +0.11% | +0.42% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.84% | -0.49% | -0.86% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.65% | +1.94% | +506.88% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 3.38% | — | -8.27% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.08% | +0.68% | +49.11% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.50% | -0.06% | -0.71% | |
| 11 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 2.34% | -0.06% | -1.43% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.03% | +0.36% | +35.38% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.02% | -0.05% | -0.86% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.82% | +0.11% | +16.91% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.66% | +0.36% | +31.79% | |
| 16 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.59% | +0.27% | +66.03% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | -0.23% | -0.09% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.16% | +0.61% | +672.02% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.09% | -0.40% | -51.95% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.06% | -0.14% | -1.08% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.05% | -0.05% | — | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.00% | +0.26% | +36.00% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | -0.09% | -3.50% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.75% | — | -0.37% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.20% | -0.23% | |
| 26 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.73% | — | — | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.70% | -0.04% | -1.43% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | — | -0.22% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.60% | — | +0.14% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.55% | -0.29% | -52.72% | |
| 31 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.52% | +0.03% | -1.17% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | -0.05% | +0.04% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.42% | — | +0.53% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.34% | +0.04% | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | -0.07% | |
| 37 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.30% | — | -0.55% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.30% | — | — | |
| 39 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.30% | — | — | |
| 40 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.29% | -0.05% | -29.50% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.29% | — | +1.34% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | +0.04% | +0.12% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | -0.04% | +3.11% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.27% | — | -0.27% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.25% | -0.11% | -29.60% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.07% | — | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.25% | — | -1.12% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.25% | — | -1.72% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.23% | -0.07% | — | |
| 50 | FNF | Fidelity National Financial | 株式-金融 | 0.20% | -0.09% | — |