CIK: 0001689829
申告総資産額
$23.9億
上位200銘柄を表示中（全317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 | 9.02% | -0.92% | -1.51% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 8.70% | — | +8.79% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.48% | +1.15% | +13.19% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.39% | +0.66% | +13.26% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.46% | -1.20% | -11.72% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.19% | -0.20% | -25.78% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.99% | -0.03% | +2.63% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.84% | -0.36% | -4.66% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.63% | -0.31% | -0.09% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.08% | +3.77% | -5.07% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.08% | -0.38% | -0.12% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.86% | -0.11% | -0.29% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.76% | -0.12% | -10.00% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.56% | -0.12% | +0.08% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 1.55% | — | -2.33% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.47% | -0.09% | -2.79% | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.37% | — | +11.60% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.35% | -0.14% | -1.05% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.21% | -0.14% | -4.35% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.29% | +4.44% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | — | +2.94% | |
| 22 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.11% | -0.23% | -14.71% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | -0.16% | -3.35% | |
| 24 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.06% | +0.41% | +24.46% | |
| 25 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.01% | — | — | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.83% | -0.10% | -6.38% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.81% | -0.08% | +1.38% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.64% | -0.06% | -0.01% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | -0.07% | +4.43% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | -3.51% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -0.14% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.50% | -0.08% | -1.57% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | -4.10% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +20.63% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | -0.14% | +28.24% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.08% | +23.42% | |
| 37 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.42% | -0.07% | -0.73% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.40% | — | +53.48% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | -9.84% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | -0.07% | +17.92% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | -0.08% | -1.64% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.37% | — | -1.37% | |
| 43 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | -9.55% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -0.06% | +12.99% | |
| 45 | CARR | Carrier Global CORP | 株式-資本財 | 0.33% | — | +1.79% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.32% | +0.03% | -2.48% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.31% | — | -4.82% | |
| 48 | MCO | Moody's CORP | 株式-金融 | 0.30% | -0.15% | — | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | -0.06% | +20.47% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | +14.11% |