CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全290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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.78% | +0.42% | +2.64% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.28% | +0.16% | +1.71% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.05% | — | +0.47% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.52% | +0.11% | +12.40% | |
| 5 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 2.03% | — | -47.12% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.99% | — | +7.59% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.92% | — | +11.16% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.91% | -0.20% | +6.52% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.74% | — | -8.21% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.71% | -0.14% | -2.59% | |
| 11 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.56% | — | — | |
| 12 | AGZD | Wisdomtree Trust Wisdomtree | ETF-その他 | 1.53% | — | -5.83% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.51% | — | +60.01% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.45% | — | +7.41% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.38% | — | +33.18% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.36% | +0.20% | -0.88% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.35% | -0.23% | — | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.34% | -0.11% | +7.33% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.33% | -0.13% | +0.35% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.17% | — | -2.58% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.14% | — | +108.01% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.28% | -11.93% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.03% | +0.40% | +0.27% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.98% | — | -19.27% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.95% | — | +5.27% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.94% | — | +14.64% | |
| 27 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.93% | — | +24.62% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.83% | +0.63% | +3.51% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.82% | — | +6.16% | |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.78% | — | +0.79% | |
| 31 | PCEF | Invesco Cef Income Composite | ETF-その他 | 0.77% | — | -15.43% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.66% | — | +785.03% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.65% | — | +270.23% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.64% | — | -17.31% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | — | +1.76% | |
| 36 | PWS | Pacer Wealthshield ETF | ETF-その他 | 0.62% | — | -3.46% | |
| 37 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.62% | — | +13.12% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.60% | — | +10.81% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.60% | — | +10.93% | |
| 40 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.60% | — | +0.83% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.60% | — | -0.99% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.29% | -11.68% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.58% | — | +19.07% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.57% | — | -0.32% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | — | +2116.94% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +2.09% | |
| 47 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.54% | — | +7.03% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +12.19% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +176.41% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | -25.63% |