CIK: 0001737089
申告総資産額
$34.6億
上位200銘柄を表示中（全1213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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 5.43% | +1.85% | +249.48% | |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.82% | — | +629.43% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.56% | — | +10163.32% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.49% | — | +14.43% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.42% | — | +13.09% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.33% | — | +10.35% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.24% | — | +16.66% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.03% | — | +10.28% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.01% | -0.41% | +88.99% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.98% | -1.10% | -1.52% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.94% | +0.23% | -11.60% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.77% | — | +16.36% | |
| 13 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.72% | — | +22.67% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.71% | — | -8.41% | |
| 15 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 1.71% | — | +0.32% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.60% | — | +9.75% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.51% | +0.13% | +11.41% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.49% | +0.07% | +9.60% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.39% | +0.16% | +58402.82% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.15% | +0.13% | +22.26% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 1.14% | -0.64% | -3.80% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.07% | — | -47.32% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | — | +14.44% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | — | +17.62% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.02% | +1.09% | +35.13% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.97% | +0.12% | +5.05% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.16% | +16.73% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | +0.14% | -3.62% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.78% | +0.28% | +5.49% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | +0.12% | +3.30% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | — | +28.09% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | -9.61% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.61% | +0.14% | +11.01% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.61% | — | +22.36% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | — | +17.81% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | -0.52% | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | -0.32% | -87.87% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.52% | — | -15.77% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.50% | — | -49.83% | |
| 40 | TAXF | American Century Diver Muni | ETF-その他 | 0.50% | — | -54.21% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.49% | -0.27% | -50.53% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.45% | — | -0.18% | |
| 43 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.45% | — | +17.67% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.45% | — | +6.48% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | +4.30% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | — | -5.98% | |
| 47 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.42% | -0.30% | -21.56% | |
| 48 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.41% | +0.20% | -28.38% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | -18.54% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -30.10% |