CIK: 0001731732
申告総資産額
$12.4億
上位200銘柄を表示中（全236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 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 5.30% | — | -5.64% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.21% | +0.27% | +55.60% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 3.71% | +0.02% | +29.61% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.21% | — | +14.79% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.97% | -0.10% | +0.41% | |
| 6 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.66% | — | +0.07% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.57% | +0.04% | +0.72% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.00% | — | +5.66% | |
| 9 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.87% | — | +10.36% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.74% | +0.27% | +1.79% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.61% | -0.25% | +0.33% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.49% | — | — | |
| 13 | VAW | Vanguard Materials ETF | ETF-その他 | 1.47% | — | +3.55% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.46% | +0.43% | +47.65% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.45% | — | +32.56% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.43% | — | -2.58% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.41% | +0.09% | +8.17% | |
| 18 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.40% | — | — | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.36% | +0.07% | +6.21% | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.34% | — | — | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.24% | — | +1.87% | |
| 22 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.24% | -0.46% | +8.93% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.16% | — | +6.45% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.11% | — | -0.10% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.05% | — | -15.51% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 1.00% | — | +8.69% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.97% | — | +8.03% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.97% | +0.04% | +50.12% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.97% | — | +171.18% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | +5.29% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.84% | — | +5.18% | |
| 32 | IQLT | Ishares Msci International Q | ETF-その他 | 0.84% | — | +7.75% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | +2057.99% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.80% | — | +6.40% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +0.53% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.74% | +0.04% | — | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.73% | — | -26.36% | |
| 38 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.70% | +0.19% | +30.35% | |
| 39 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 0.69% | — | +0.48% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | +0.16% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | +1.61% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.65% | — | +0.45% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | +0.05% | +1.15% | |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.64% | +0.26% | +89.61% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.62% | — | -5.32% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.62% | — | -0.46% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.59% | — | +41.10% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +6.76% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | -0.03% | -3.26% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.57% | — | -26.58% |