CIK: 0001671716
申告総資産額
$12.0億
上位200銘柄を表示中（全272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 | MSFT | Microsoft CORP | 株式-IT | 12.46% | -0.27% | -1.01% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.22% | — | -1.33% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.78% | +1.32% | +1.72% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.19% | +0.74% | -1.56% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.15% | -0.12% | -11.59% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | -0.64% | -2.73% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.48% | +0.43% | -1.01% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.42% | +0.36% | -0.73% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.32% | — | -6.10% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.12% | -0.16% | +4.58% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.91% | +1.39% | -5.04% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.76% | -1.61% | +12.68% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | +0.53% | +0.05% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.53% | +0.50% | +1.16% | |
| 15 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.48% | -0.17% | -1.18% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.40% | +0.23% | +9.15% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.36% | +0.20% | +0.57% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.36% | — | +0.18% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.29% | — | -1.04% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.13% | +0.32% | +0.27% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.11% | +0.31% | +0.68% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | +0.23% | +0.34% | |
| 23 | PCAR | Paccar INC | 株式-資本財 | 1.04% | — | -0.06% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | -0.76% | +0.42% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | — | -2.58% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.50% | +0.37% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | -0.13% | -1.74% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | — | +3.25% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +4.10% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | -4.36% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | -1.09% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.66% | +0.58% | -10.83% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | +0.07% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | +3.80% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | +4.00% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | -0.71% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | -0.33% | — | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | -0.20% | -1.59% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | -0.20% | -1.24% | |
| 40 | FTNT | Fortinet INC | 株式-IT | 0.53% | -0.66% | EXIT | |
| 41 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.53% | — | -20.54% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.53% | -0.19% | -1.77% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.53% | -0.15% | +39.50% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | -2.08% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +0.49% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.47% | +0.41% | +34.06% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.47% | — | +0.78% | |
| 48 | GCOR | Goldman Sachs Access US Agg | ETF-コモディティ | 0.47% | — | — | |
| 49 | LRCXEUR | Lam Research CORP | 株式-IT | 0.46% | — | -0.87% | |
| 50 | UBER | Uber Technologies INC | 株式-資本財 | 0.44% | — | — |