CIK: 0001739728
申告総資産額
$43.1億
上位200銘柄を表示中（全1056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 | VTV | Vanguard Value ETF | ETF-その他 | 2.39% | -0.02% | +3.15% | |
| 2 | ✓ | Neos ETF Trust | ETF-その他 | 2.35% | — | +113.87% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.26% | — | +2.54% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.23% | +0.06% | +13.33% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.11% | +0.05% | +102.64% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.05% | -0.33% | -1.43% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -0.21% | +70.20% | |
| 8 | VEGA | Advshrs Star Gbl Buy-write | ETF-その他 | 1.73% | +0.01% | -6.01% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.45% | — | -51.56% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.43% | — | +8.28% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | +0.12% | -3.94% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.33% | +6.19% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.37% | — | +12.12% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.36% | — | -6.91% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.17% | -0.28% | -4.45% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.04% | -0.41% | +15.29% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | — | +51.90% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | +4.22% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.94% | +0.02% | +0.30% | |
| 20 | ESUM | Eventide US Market ETF | ETF-その他 | 0.93% | +0.84% | +292.69% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | -3.40% | |
| 22 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.86% | — | +5.50% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +11.85% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 0.81% | — | -12.58% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.75% | -0.39% | -23.51% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +82.88% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | +0.82% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.66% | — | +987.37% | |
| 29 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 0.66% | — | -3.27% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | -4.44% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.64% | +0.33% | -37.91% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | — | +19.09% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | -0.13% | +16.97% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.58% | — | -29.44% | |
| 35 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.56% | — | -2.22% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.56% | — | -0.84% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.55% | — | +4.01% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.55% | — | +0.35% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.53% | — | -50.01% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.53% | — | +4.11% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | -0.27% | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.49% | — | -5.81% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.48% | — | +3.28% | |
| 44 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.46% | -0.29% | +75.10% | |
| 45 | UDIV | Franklin U.s. Core Dividend | ETF-その他 | 0.46% | — | +28.07% | |
| 46 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 0.44% | +0.30% | -1.98% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.42% | +0.11% | +3.95% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.41% | — | -28.06% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | -4.46% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | -0.15% | +18.34% |