CIK: 0001633674
申告総資産額
$1.9億
上位200銘柄を表示中（全542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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.14% | +0.81% | +1.62% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 11.95% | -1.39% | -1.80% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.87% | +0.17% | -0.94% | |
| 4 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 4.50% | +0.24% | -1.23% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.39% | -0.65% | -1.17% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.38% | +0.15% | -0.28% | |
| 7 | PFLD | Aam Low Dur Pref & INC Sec | ETF-その他 | 2.56% | -0.37% | -0.21% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.20% | -0.17% | +1.15% | |
| 9 | FTGC | First Trust Global Tactical | ETF-その他 | 2.02% | — | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.64% | +0.35% | +0.66% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.46% | +0.10% | +4.44% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.37% | +0.04% | — | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.02% | +0.16% | +10.97% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.02% | +0.03% | -2.17% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.98% | +0.08% | +14.85% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | +0.20% | -3.94% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | +0.02% | +1.20% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.88% | +0.07% | — | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.80% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | — | -2.59% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.79% | +0.09% | -2.31% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.78% | +0.32% | +22.26% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | -0.22% | -1.66% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | +0.03% | +2.22% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.71% | — | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.58% | -0.28% | +0.29% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.57% | — | -2.46% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | -0.12% | — | |
| 29 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.55% | — | — | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.55% | +0.32% | +849.15% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | -0.01% | — | |
| 32 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.53% | -0.01% | -0.19% | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.52% | +0.04% | +84.19% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.51% | — | +0.51% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | +0.01% | -3.60% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | +0.06% | +23.49% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.48% | — | -0.21% | |
| 39 | ARCC | Ares Capital CORP | 株式-金融 | 0.47% | -0.13% | — | |
| 40 | AMD | Advanced Micro Devices | 株式-IT | 0.42% | +0.08% | -2.22% | |
| 41 | MAIN | Main Street Capital CORP | 株式-金融 | 0.42% | — | — | |
| 42 | LIN | Linde plc | 株式-素材 | 0.41% | — | — | |
| 43 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.36% | — | +0.49% | |
| 44 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.35% | — | — | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.34% | — | — | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.34% | — | — | |
| 47 | ENB | Enbridge INC | 株式-エネルギー | 0.34% | +0.01% | — | |
| 48 | GE | General Electric | 株式-資本財 | 0.33% | +0.13% | — | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.32% | +0.22% | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.32% | — | +29.19% |