CIK: 0001665642
申告総資産額
$3.4億
上位200銘柄を表示中（全303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 | 18.31% | -1.39% | -0.01% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 11.68% | +0.98% | +2.38% | |
| 3 | IDHQ | Invesco S&p International De | ETF-その他 | 7.76% | -0.17% | +0.52% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 6.49% | -0.71% | -0.49% | |
| 5 | PM | Philip Morris International | 株式-生活必需品 | 5.45% | +0.01% | -5.12% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 4.82% | -0.47% | +0.82% | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 4.37% | -0.82% | +24.75% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.16% | -0.16% | — | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 2.13% | +0.11% | -13.19% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.81% | +0.15% | +1.64% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.64% | — | +0.19% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.45% | — | -0.05% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.07% | -1.61% | |
| 14 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 1.05% | -0.32% | EXIT | |
| 15 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.05% | +0.03% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | +1.45% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 0.83% | — | +24.55% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.83% | — | +31.86% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.16% | -5.58% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | +51.15% | |
| 21 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.73% | — | -5.47% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.16% | +0.49% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.61% | — | -13.08% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.58% | +0.09% | +2709.25% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.58% | — | -1.90% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.58% | — | -42.00% | |
| 27 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.57% | — | +114.18% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | — | +0.83% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.49% | — | -1.13% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.43% | — | -48.87% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.43% | — | -30.01% | |
| 32 | USB | US Bancorp | 株式-金融 | 0.42% | -0.12% | +0.41% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.42% | — | +13.58% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.41% | — | — | |
| 35 | ABX | Barrick Gold CORP | 株式-金融 | 0.39% | — | +88.51% | |
| 36 | NG | Novagold Resources INC | 株式-その他 | 0.38% | — | +129.43% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.38% | — | -56.53% | |
| 38 | BTAL | Agf US Market Neutral Anti-b | ETF-その他 | 0.38% | — | — | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.37% | — | — | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.34% | — | -16.61% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | -4.89% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.34% | — | -10.14% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | +0.12% | — | |
| 44 | EUDG | Wisdomtree Europe Quality Di | ETF-その他 | 0.33% | -0.35% | EXIT | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.30% | — | — | |
| 46 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.30% | — | — | |
| 47 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-その他 | 0.30% | — | +116.44% | |
| 48 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.29% | — | — | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.29% | — | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.28% | — | +0.61% |