CIK: 0001598186
申告総資産額
$19.8億
上位200銘柄を表示中（全573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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.79% | -7.79% | -52.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.42% | +9.26% | +0.60% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.77% | — | +136.43% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.42% | -2.28% | |
| 5 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.14% | -0.17% | +1.05% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.05% | -0.22% | -6.81% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.86% | — | -6.92% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.57% | -0.09% | -20.78% | |
| 9 | IEV | Ishares Europe ETF | ETF-その他 | 1.42% | +0.70% | +30.62% | |
| 10 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 1.42% | -0.15% | -2.46% | |
| 11 | IGOV | Ishares International Treasu | ETF-その他 | 1.39% | -0.09% | -5.45% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.33% | +0.04% | +0.97% | |
| 13 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.31% | -0.08% | -14.29% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.20% | -0.06% | -7.80% | |
| 15 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.18% | — | -42.87% | |
| 16 | PICB | Invesco International Corpor | ETF-その他 | 1.15% | -0.09% | -1.09% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.09% | -0.20% | -21.60% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 1.06% | — | -9.35% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.04% | -0.19% | -14.20% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.00% | -0.21% | -5.01% | |
| 21 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 1.00% | -0.07% | +52.27% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.98% | -0.09% | -7.99% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | — | -1.70% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.94% | +0.07% | +22.59% | |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.94% | — | +1.33% | |
| 26 | PGX | Invesco Preferred ETF | ETF-その他 | 0.91% | — | +4.55% | |
| 27 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 0.90% | +0.04% | -17.89% | |
| 28 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 0.83% | — | -4.78% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.79% | -0.09% | -10.43% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.78% | -0.06% | -4.20% | |
| 31 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.77% | — | -3.46% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | -0.12% | +1.61% | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.73% | — | -60.08% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | -0.14% | -3.39% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | — | -2.88% | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.68% | +0.28% | +188.33% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.67% | — | -12.60% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.65% | — | -9.66% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.61% | +0.33% | -24.02% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | -5.52% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | +0.07% | -0.02% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -5.81% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.52% | — | -15.74% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +10.80% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | -0.10% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | -0.27% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.48% | — | -9.64% | |
| 48 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.48% | +0.04% | +42.35% | |
| 49 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.48% | — | -13.75% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | -0.07% | -3.64% |