CIK: 0001716539
申告総資産額
$7.9億
| # | 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 | OSEA | Harbor Intl Compounders ETF | ETF-その他 | 7.23% | -0.29% | +90.56% | |
| 2 | CGGO | Cap Group Global Growth | ETF-その他 | 6.66% | +0.83% | +6.53% | |
| 3 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 6.40% | +0.11% | +10.87% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 5.35% | — | +35.99% | |
| 5 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 5.23% | +0.10% | +3.47% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.97% | -0.23% | +8.69% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.76% | +0.22% | -0.40% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.23% | -0.03% | +32.14% | |
| 9 | DSTL | Distillate US Fundamental St | ETF-その他 | 4.21% | -0.17% | +1.12% | |
| 10 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 3.59% | +0.01% | +7.54% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.15% | +0.04% | -1.69% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.12% | +0.15% | +11.20% | |
| 13 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 3.10% | -0.03% | +8.57% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.59% | +0.05% | -3.76% | |
| 15 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.57% | +0.12% | +6.99% | |
| 16 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 2.19% | -0.15% | +6.97% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.10% | +0.03% | +2.52% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.64% | -0.09% | -6.23% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.52% | -0.03% | -1.59% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | +0.01% | -4.21% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.41% | -0.22% | -12.81% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.39% | +0.01% | -1.60% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.36% | +0.04% | +1.45% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.14% | -0.09% | -5.19% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.01% | -6.70% | |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.10% | +0.07% | +1.88% | |
| 27 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.09% | -0.17% | -27.72% | |
| 28 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.89% | — | +903.91% | |
| 29 | DE | Deere & Co | 株式-資本財 | 0.85% | — | -2.12% | |
| 30 | RAFE | Pimco Rafi Esg US ETF | ETF-その他 | 0.83% | +0.02% | +1.16% | |
| 31 | SROI | Calms Antko Glb Sust Eqy ETF | ETF-その他 | 0.82% | +0.01% | -0.53% | |
| 32 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.80% | -0.17% | -5.48% | |
| 33 | BLK | Blackrock INC | 株式-金融 | 0.80% | — | -2.20% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | +0.07% | -1.02% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | +0.06% | -3.52% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | +3.65% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | -0.27% | -1.12% | |
| 38 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.71% | +0.05% | — | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.69% | — | +2.01% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | -0.13% | +27.59% | |
| 41 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.67% | — | -4.57% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.55% | +0.03% | +9.74% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.52% | — | -14.68% | |
| 44 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.39% | +0.01% | +9.85% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.38% | +0.01% | +1.45% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | — | -1.70% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.15% | — | -3.87% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | +0.96% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | -75.51% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.12% | — | -42.83% |