CIK: 0001665642
申告総資産額
$3.4億
上位200銘柄を表示中（全345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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 18.03% | -1.39% | -0.19% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 11.99% | +0.98% | +7.44% | |
| 3 | IDHQ | Invesco S&p International De | ETF-その他 | 7.89% | -0.17% | +3.51% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 6.38% | -0.71% | -2.71% | |
| 5 | PM | Philip Morris International | 株式-生活必需品 | 5.26% | +0.01% | -3.82% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 5.02% | -0.47% | +25.33% | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 3.27% | -0.82% | +14.69% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.18% | -0.16% | — | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 2.38% | +0.11% | -18.45% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.75% | +0.15% | +8.09% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.58% | — | +4.21% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.48% | — | -0.01% | |
| 13 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.14% | +0.03% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.07% | +0.36% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.06% | — | -3.25% | |
| 16 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 1.03% | -0.32% | EXIT | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.89% | — | +6.52% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | +35.23% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.88% | — | +0.67% | |
| 20 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.82% | — | +1.63% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.16% | +15.34% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.71% | — | +3.06% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.70% | — | +2.73% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.66% | — | +1.05% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.63% | — | +5.08% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.16% | +1.34% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.53% | — | -3.94% | |
| 28 | EUDG | Wisdomtree Europe Quality Di | ETF-その他 | 0.53% | -0.35% | EXIT | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.51% | — | +0.46% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.49% | — | +14.70% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | -0.67% | |
| 32 | USB | US Bancorp | 株式-金融 | 0.48% | -0.12% | +3.03% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | — | +0.61% | |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.42% | — | -0.85% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.39% | — | -1.20% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.39% | — | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.35% | — | +9.29% | |
| 38 | BTAL | Agf US Market Neutral Anti-b | ETF-その他 | 0.35% | — | -0.25% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | +0.12% | -5.30% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.32% | — | +0.65% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | +56.52% | |
| 43 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.30% | — | — | |
| 44 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.29% | — | -2.42% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.28% | — | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.28% | — | — | |
| 47 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 0.27% | — | -0.37% | |
| 48 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.26% | — | +3.76% | |
| 49 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.26% | — | -10.00% | |
| 50 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.26% | — | +150.64% |