CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全484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 | 4.55% | +0.42% | +6.82% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 3.15% | +0.11% | +9.32% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.07% | +0.16% | +0.34% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.34% | — | +33.73% | |
| 5 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 2.09% | — | +15.58% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.90% | -0.20% | +3.23% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 1.86% | — | +11.69% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.82% | — | +11.87% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.71% | — | — | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.62% | — | +2333.46% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.61% | -0.14% | -1.04% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.57% | — | +3.80% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.49% | +0.63% | +43.55% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.44% | — | +863.25% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.37% | — | -43.55% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.30% | +0.20% | +22.94% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.29% | — | — | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | +10.65% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.25% | -0.23% | +0.93% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.23% | — | -14.08% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.28% | +3.19% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.15% | — | +188.10% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.07% | -0.13% | +1.80% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.01% | — | +0.90% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.99% | — | +280.29% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.94% | -0.11% | -19.86% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.84% | — | -0.76% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.80% | — | +15.54% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.76% | — | -18.96% | |
| 30 | LQDW | Ishares Ingr CORP Bd B/w ETF | ETF-その他 | 0.75% | — | +9.72% | |
| 31 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.72% | — | +2.50% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.70% | — | -0.52% | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.64% | — | +21.85% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.63% | +0.40% | +18.99% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | -4.02% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.61% | — | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.61% | — | +5.70% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | -0.30% | +32.80% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +19.56% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.29% | +7.35% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.58% | — | +4.70% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | +7.66% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.57% | — | +7.15% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.57% | — | +48.41% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.57% | — | +6.05% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.56% | — | +12.61% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.54% | — | +4.73% | |
| 48 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.53% | — | +0.23% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | — | +5.76% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.51% | — | +1.25% |