CIK: 0001671716
申告総資産額
$12.0億
上位200銘柄を表示中（全361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 | 10.88% | -0.27% | +0.82% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.23% | — | -0.53% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.12% | +1.32% | +1.44% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.25% | +1.39% | -9.29% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.22% | -0.64% | +0.46% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.06% | -0.12% | +4.13% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.44% | +0.74% | -1.36% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.39% | +0.36% | -0.63% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.31% | +0.43% | +201.26% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.05% | +0.36% | +21.51% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.96% | -0.16% | -1.16% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.93% | -1.61% | +6.86% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.92% | — | +3.53% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.85% | +0.53% | +2.32% | |
| 15 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.53% | -0.17% | -0.62% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.41% | +0.50% | -1.33% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.40% | +0.23% | +0.35% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | +0.32% | +1.73% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.23% | — | +0.23% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.21% | +0.20% | -0.10% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.21% | +0.41% | +8.02% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | — | +1.83% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | +0.23% | -0.34% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 1.09% | +0.31% | -2.39% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | -0.76% | +0.59% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.50% | +2.19% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.93% | — | +94.95% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | +0.30% | +0.28% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.88% | +0.22% | +3.90% | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 0.83% | — | +1.41% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.77% | — | -1.14% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -0.39% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | -0.45% | |
| 34 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.70% | +0.26% | -33.72% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.68% | -0.33% | +0.08% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.66% | +0.58% | +28.10% | |
| 37 | FTNT | Fortinet INC | 株式-IT | 0.64% | -0.66% | EXIT | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.61% | -0.13% | +10.16% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -0.81% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | -1.52% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | -0.20% | -0.19% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | — | +1.62% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -3.99% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | -1.40% | |
| 45 | GCOR | Goldman Sachs Access US Agg | ETF-コモディティ | 0.51% | — | -18.61% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | — | -2.15% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.48% | -0.15% | -1.49% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | -3.00% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.45% | +0.23% | +3.68% | |
| 50 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.44% | — | +15.19% |