CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全288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 | 4.83% | +0.42% | +6.73% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.11% | +0.16% | +6.16% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.00% | — | +3.78% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.86% | +0.11% | +21.32% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.95% | — | +6.61% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.85% | — | +8.56% | |
| 7 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 1.84% | — | — | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.81% | -0.20% | -1.54% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.81% | — | +10.91% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.73% | -0.14% | -0.29% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.64% | — | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.56% | — | +17.81% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.56% | — | +14.35% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.31% | +0.20% | -0.60% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.30% | -0.23% | — | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.30% | — | +27.54% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.28% | +0.40% | +31.17% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.17% | -0.13% | -6.15% | |
| 19 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.12% | — | -20.55% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.11% | — | — | |
| 21 | AGZD | Wisdomtree Trust Wisdomtree | ETF-その他 | 1.09% | — | -29.09% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.28% | +3.21% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.04% | +0.63% | +39.52% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.04% | -0.11% | -12.60% | |
| 25 | LQDW | Ishares Ingr CORP Bd B/w ETF | ETF-その他 | 0.99% | — | — | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.92% | — | +0.22% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.87% | — | +42.13% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.79% | — | -11.09% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.77% | — | +1.75% | |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.75% | — | -2.70% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | — | +64.44% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.70% | — | +84.14% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.65% | — | +7.52% | |
| 34 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.65% | — | +11.53% | |
| 35 | PCEF | Invesco Cef Income Composite | ETF-その他 | 0.63% | — | -11.56% | |
| 36 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.62% | — | +0.45% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.61% | — | +0.04% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +0.06% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | — | +51.67% | |
| 40 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.58% | -0.15% | +131.01% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +12.53% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.58% | — | -2.75% | |
| 43 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.58% | — | — | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.57% | — | -1.46% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | +18.89% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | — | +153.31% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +5.95% | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.55% | — | +28.41% | |
| 49 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.54% | — | -7.25% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.54% | — | -0.30% |