CIK: 0001713662
申告総資産額
$42.2億
上位200銘柄を表示中（全1054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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.43% | -0.25% | +1754.23% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.40% | -0.21% | +1400.40% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.17% | -0.11% | +24845.42% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.16% | +0.02% | +34510.78% | |
| 5 | MPLX | Mplx LP | 株式-エネルギー | 3.08% | +0.28% | +0.08% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.60% | — | +28780.43% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.06% | +0.33% | +11.55% | |
| 8 | DSTL | Distillate US Fundamental St | ETF-その他 | 2.02% | +0.14% | +0.70% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.87% | +0.32% | +45.16% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.87% | -0.01% | -9.51% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.58% | +0.09% | +22913.09% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.46% | -0.02% | +30898.80% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.30% | — | +5026.73% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.30% | — | +763.66% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.38% | +27.51% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.28% | -0.20% | +54.41% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.27% | — | -0.45% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.24% | — | — | |
| 19 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 1.18% | — | +106368.72% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.15% | -0.05% | +349.09% | |
| 21 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 1.01% | +0.17% | +68.81% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.00% | — | -30.56% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.98% | -0.07% | +4724.33% | |
| 24 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.98% | — | +25486.23% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.97% | +0.27% | +126.23% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.87% | -0.12% | +5637.65% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.82% | — | +6736.88% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.10% | +20.84% | |
| 29 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 0.78% | +0.32% | +0.91% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.76% | — | +41411.23% | |
| 31 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.74% | — | +26387.43% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | — | +27.98% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | +0.40% | +21.94% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.06% | +7.41% | |
| 35 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.67% | — | +622.88% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.65% | — | +15747.68% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | -0.09% | +93.12% | |
| 38 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 0.61% | — | +10.22% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +3.66% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.59% | +0.08% | -0.43% | |
| 41 | IQLT | Ishares Msci International Q | ETF-その他 | 0.58% | — | +24.48% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | +31.02% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | +180.59% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.55% | — | +971.29% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.51% | — | +196.86% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.16% | +65.95% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.50% | +1.17% | -24.54% | |
| 48 | DISV | Dimensional International Sm | ETF-その他 | 0.50% | — | +14070.09% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.47% | — | +155.53% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.45% | — | +2.76% |