CIK: 0001731732
申告総資産額
$12.4億
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 | VUG | Vanguard Growth ETF | ETF-その他 | 4.38% | +0.27% | +0.51% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.28% | +0.43% | +2.57% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.84% | — | +0.01% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.46% | +0.02% | +1.60% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.30% | -0.10% | -0.28% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.02% | +0.26% | +6.37% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.00% | -2.00% | +3.94% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.76% | -0.67% | +5.39% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.64% | -0.03% | +4.57% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.59% | +0.04% | -1.79% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.59% | +0.25% | +2.26% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.51% | -0.03% | -0.24% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.50% | — | +16.89% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.50% | +0.08% | +7.88% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.44% | +0.04% | +10.06% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.40% | — | -3.11% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.32% | +0.27% | -3.15% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.27% | -0.67% | -2.34% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.18% | -0.25% | +0.61% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.18% | — | -0.00% | |
| 21 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.17% | — | +1.14% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.15% | — | +2.59% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | +0.16% | +7.82% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.12% | +0.04% | +6.33% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.08% | +0.04% | +3.85% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.08% | +0.04% | +9.16% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.07% | — | +12.76% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.06% | — | -2.46% | |
| 29 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.01% | — | +0.89% | |
| 30 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.98% | +0.05% | +5.12% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.98% | — | -37.70% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.98% | +0.08% | +4.45% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.92% | +0.04% | +215.10% | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.91% | — | -2.25% | |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.90% | — | -0.69% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.86% | -0.46% | -1.70% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.86% | — | +2.82% | |
| 38 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.86% | -0.83% | EXIT | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | +4.00% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.81% | — | +1.25% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.77% | -0.03% | +15.87% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | — | +6.03% | |
| 43 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.75% | — | +1.99% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.75% | +1.86% | +2.09% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.75% | +0.13% | +1.56% | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.75% | +0.13% | +6.31% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | +2.28% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.73% | — | +5.63% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | +0.80% | |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.70% | — | +4.81% |