CIK: 0001729515
申告総資産額
$4.5億
上位200銘柄を表示中（全217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 | AAPL | Apple INC | 株式-IT | 4.74% | -0.43% | -1.53% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.58% | -0.90% | -0.99% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.35% | -0.32% | +1.34% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.37% | +0.44% | +10.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.12% | — | -3.21% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.11% | +0.46% | +4.76% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.97% | +0.16% | -2.01% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.45% | -0.19% | +2.08% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.90% | -0.15% | +3.87% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.82% | — | -1.69% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 1.82% | +0.49% | -0.56% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.74% | +0.34% | +10.57% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | -0.21% | +1.05% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.48% | +0.22% | -2.43% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | -1.02% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.40% | — | — | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.37% | +0.15% | -3.31% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.11% | -6.54% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | +0.36% | -23.92% | |
| 20 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 1.25% | +0.11% | -1.79% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | -0.15% | +1.31% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.16% | — | -11.66% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.13% | — | -12.04% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.12% | — | +27.80% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.11% | +0.06% | -6.51% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | +0.20% | -12.53% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | +0.13% | -3.34% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | -1.31% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.89% | — | +3.19% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.88% | -0.15% | -6.15% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.85% | +0.11% | +16.94% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.14% | +0.86% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | — | -17.43% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | — | -8.66% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.74% | — | +1.77% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.71% | — | +0.10% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | — | -1.12% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.65% | -0.15% | +4.81% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -1.13% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | -0.09% | -0.09% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.61% | -0.09% | — | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.56% | — | -0.13% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | — | +4.45% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -11.29% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | +0.08% | -7.89% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.54% | -0.10% | +2.21% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -1.86% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | — | +6.30% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | +0.17% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.48% | — | -1.42% |