CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中（全461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 | MSFT | Microsoft CORP | 株式-IT | 9.56% | -1.22% | -4.99% | |
| 2 | PCAR | Paccar INC | 株式-資本財 | 5.37% | +1.05% | -71.17% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 5.08% | — | +0.72% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.94% | -0.03% | -12.72% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 4.91% | -0.20% | -2.48% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.40% | +0.08% | +1.92% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.39% | -0.18% | -6.72% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.13% | +0.01% | +3.38% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.57% | -0.05% | +676.50% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.56% | +0.06% | -19.67% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | -0.12% | -8.64% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.66% | — | -8.94% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.62% | -0.02% | +219.37% | |
| 14 | ✓ | 株式-その他 | 1.60% | — | — | ||
| 15 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-その他 | 1.38% | — | +1.72% | |
| 16 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.29% | — | -1.11% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.21% | -0.10% | -20.88% | |
| 18 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.97% | — | -0.16% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.13% | -26.97% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.90% | — | -1.89% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.88% | — | — | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | — | -21.42% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | +0.12% | -24.11% | |
| 24 | DNLI | Denali Therapeutics INC | 株式-その他 | 0.74% | +0.04% | -0.00% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | +5.45% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | -18.26% | |
| 27 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.65% | — | -11.78% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.05% | -18.76% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | -0.10% | -5.85% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.52% | — | -8.19% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.49% | — | +62.49% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | -0.05% | -8.48% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.46% | — | -0.56% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | -20.30% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | -21.73% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | -4.80% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | +0.07% | -17.34% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | -23.06% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | -16.21% | |
| 40 | OKTA | Okta INC | 株式-IT | 0.33% | — | -7.23% | |
| 41 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.32% | +0.27% | -4.37% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -19.09% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | — | -27.43% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.31% | — | -16.72% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | -0.03% | -18.38% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | -0.06% | -11.05% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.29% | — | -39.60% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.28% | — | +1.18% | |
| 49 | SUB | Ishares Short-term National | ETF-その他 | 0.27% | — | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | -17.96% |