CIK: 0001697303
申告総資産額
$3.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.89% | -1.55% | -0.28% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 8.17% | -1.12% | -0.01% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.00% | -0.01% | -3.58% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.76% | +0.23% | +24.19% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 4.81% | -0.18% | +9.70% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.07% | +0.44% | +30.14% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.86% | -0.37% | +3.35% | |
| 8 | ARKK | Ark Innovation ETF | ETF-その他 | 2.61% | — | -16.75% | |
| 9 | DRRXEUR | Durect Corporation | 株式-その他 | 2.29% | — | +4.33% | |
| 10 | INTF | Ishares International Equity | ETF-その他 | 2.07% | +0.46% | +3.27% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | — | +1.88% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.92% | -0.16% | +10.92% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.76% | +1.17% | +54.90% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.65% | — | -3.16% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.41% | +0.16% | -0.61% | |
| 16 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.36% | — | -1.03% | |
| 17 | PAAS | Pan American Silver CORP | 株式-素材 | 1.23% | — | +0.02% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.22% | — | +0.27% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.13% | — | +38.20% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.07% | — | -0.95% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.02% | -0.95% | -0.33% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.91% | +0.30% | +31.85% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.78% | — | +0.31% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -0.30% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.76% | -0.15% | +59.07% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 0.66% | — | -2.48% | |
| 27 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.66% | — | -0.20% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.65% | — | +0.58% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | +1.92% | — | |
| 30 | C | Citigroup INC | 株式-金融 | 0.63% | — | -3.03% | |
| 31 | AON | Aon plc | 株式-金融 | 0.62% | — | -0.20% | |
| 32 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.62% | +0.51% | +79.23% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | +0.04% | -58.45% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | — | +15.19% | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.59% | — | +4.71% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | -1.64% | — | |
| 37 | MQ8 | Mag Silver CORP | 株式-その他 | 0.58% | — | -2.79% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.56% | — | +92.93% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | — | -0.14% | |
| 40 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.53% | — | +21.43% | |
| 41 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.52% | — | -6.31% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.49% | +0.58% | -0.01% | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.48% | — | -51.00% | |
| 44 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.47% | +0.26% | +0.23% | |
| 45 | EQX | Equinox Gold CORP | 株式-その他 | 0.45% | — | -5.43% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | +0.93% | +61.82% | |
| 47 | ALT | Altimmune INC | 株式-その他 | 0.43% | — | — | |
| 48 | MOS | Mosaic Co/the | 株式-素材 | 0.42% | — | +44.81% | |
| 49 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.41% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.40% | — | +10.87% |