CIK: 0001689829
申告総資産額
$23.9億
上位200銘柄を表示中（全269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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 14.01% | -0.92% | +1.69% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 13.49% | — | +194.90% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 9.83% | -0.08% | +1821.75% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.27% | -1.20% | +5.55% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.81% | +0.66% | +1.80% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.72% | -0.20% | +5.32% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.61% | -0.03% | +8.55% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.11% | -0.38% | -3.77% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.89% | -0.11% | -0.43% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.62% | — | +140.83% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.61% | — | +11271.41% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.56% | -0.09% | -10.38% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.54% | +3.77% | +10.80% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.49% | -0.12% | -2.84% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.38% | -0.14% | +0.64% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.33% | -0.23% | +7.26% | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 1.19% | — | -1.02% | |
| 18 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.14% | — | +17.84% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | — | -1.43% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.29% | +1.34% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.99% | — | +19.00% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.88% | — | +105.00% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.66% | -0.08% | +2.87% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.64% | -0.06% | -0.05% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.08% | +128.83% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | -0.07% | -0.55% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.56% | — | +109.02% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -6.79% | |
| 29 | AIG | American International Group | 株式-金融 | 0.46% | — | -29.78% | |
| 30 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.46% | -0.07% | -0.02% | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.42% | — | +610.79% | |
| 32 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 0.39% | — | -31.95% | |
| 33 | CARR | Carrier Global CORP | 株式-資本財 | 0.39% | — | +0.24% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +0.52% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.36% | +0.03% | +5.48% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.35% | — | -0.75% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.06% | +1.67% | |
| 38 | MCO | Moody's CORP | 株式-金融 | 0.33% | -0.15% | +0.06% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.32% | — | — | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.32% | -0.07% | +55.88% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | -13.93% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.30% | — | +0.07% | |
| 43 | ✓ | Arch Cap Group LTD | 株式-その他 | 0.29% | — | — | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.28% | -0.14% | -3.95% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | -0.07% | -4.04% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -0.38% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | — | -5.16% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | -0.06% | +0.36% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | -3.86% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.19% | — | +205.86% |