CIK: 0001689829
申告総資産額
$23.9億
上位200銘柄を表示中（全308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 | 9.23% | -0.92% | -3.58% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.82% | — | +9.65% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.60% | +1.15% | +11.44% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.60% | +0.66% | +7.73% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.31% | -1.20% | -4.67% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.24% | -0.20% | -17.84% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.05% | -0.36% | +12.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.98% | -0.03% | +1.18% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.58% | -0.31% | +4.77% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.15% | +3.77% | +28.98% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.04% | -0.38% | -1.45% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.96% | -0.12% | +18.44% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.89% | -0.11% | -1.17% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.53% | -0.12% | -2.04% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.53% | -0.09% | -8.78% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 1.48% | — | +0.18% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.39% | -0.23% | -0.76% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.31% | — | +17.82% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.24% | -0.14% | -0.27% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.18% | -0.14% | +7.15% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.15% | -0.29% | -1.09% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | — | +0.89% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | -0.16% | -3.53% | |
| 24 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.03% | — | -1.83% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.94% | -0.10% | -2.55% | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.91% | +0.41% | +104.64% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.08% | +0.13% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.67% | -0.06% | -1.41% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | +12.99% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.07% | -0.11% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.53% | -0.08% | -1.09% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -1.37% | |
| 33 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.50% | -0.07% | +0.10% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | +8.92% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.46% | — | -3.42% | |
| 36 | CARR | Carrier Global CORP | 株式-資本財 | 0.43% | — | +1.20% | |
| 37 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | -2.79% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | +0.03% | -0.92% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | -0.31% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.36% | -0.14% | +23.81% | |
| 41 | MCO | Moody's CORP | 株式-金融 | 0.34% | -0.15% | -0.06% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.34% | — | -0.84% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.06% | -4.16% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | -0.07% | -0.20% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.32% | — | -1.16% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.32% | — | -15.26% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | -0.08% | -45.36% | |
| 48 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.30% | — | -2.05% | |
| 49 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.30% | -0.07% | -11.54% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.28% | — | -18.96% |