CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全485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 | 4.88% | +0.42% | +5.67% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 3.05% | +0.11% | +0.71% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.84% | +0.16% | -3.62% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.35% | — | +9.10% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.12% | — | +7.58% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.11% | -0.20% | +2.96% | |
| 7 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 2.10% | — | +10.75% | |
| 8 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.80% | — | +2471.21% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.74% | — | -0.98% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.73% | -0.14% | -2.24% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.68% | — | +14.27% | |
| 12 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.56% | — | -2.92% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.52% | — | +2.64% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.50% | +0.63% | +6.10% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.34% | -0.23% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.34% | +0.20% | +10.97% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.26% | — | +6.15% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.28% | -3.17% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.23% | — | -10.92% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.18% | — | +2.33% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.16% | — | +7.25% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | -9.89% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.05% | -0.13% | +2.12% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.97% | — | +0.25% | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.93% | — | +146.57% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.92% | — | +18.85% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.88% | -0.11% | -1.06% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.83% | — | +1.47% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | — | +1.58% | |
| 30 | LQDW | Ishares Ingr CORP Bd B/w ETF | ETF-その他 | 0.79% | — | +14.80% | |
| 31 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.75% | — | +6.37% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.72% | — | +8.92% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.72% | — | +36.15% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | -0.30% | +21.62% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | +4.30% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.67% | — | +19.98% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | +25.91% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.64% | — | +1.92% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | — | -7.04% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | — | +6.20% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.63% | — | +19.99% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.63% | — | +11.07% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +6.11% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.29% | -1.45% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.61% | — | +12.49% | |
| 46 | MBB | Ishares Mbs ETF | ETF-その他 | 0.61% | — | +2.74% | |
| 47 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.59% | — | +13.33% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.58% | +0.40% | +0.59% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.58% | — | -1.49% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.55% | — | +18.87% |