CIK: 0001737089
申告総資産額
$34.6億
上位200銘柄を表示中（全1375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 | 4.36% | +1.85% | -7.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.86% | -0.32% | +495.71% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.36% | -0.94% | +13889.81% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.98% | -0.41% | +13.06% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.96% | — | -4.75% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.93% | +0.23% | +9.09% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.90% | +0.07% | +17.77% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.86% | -1.10% | +0.49% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.84% | — | -22.84% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.84% | — | +14.83% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.81% | — | +19.13% | |
| 12 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 1.80% | — | +19.48% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.80% | — | -19.56% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.79% | — | -22.35% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.76% | — | +21.18% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.68% | +0.13% | +8.30% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.67% | — | -10.30% | |
| 18 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-大型株・グロース | 1.61% | — | — | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.52% | — | -38.62% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.49% | — | -7.81% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 1.30% | -0.64% | +27.28% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | — | +13.79% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | +0.16% | -9.33% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | +1.09% | +13.32% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.99% | — | +6.13% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | +0.13% | -21.63% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.84% | +0.14% | -14.59% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.82% | -0.27% | +89.80% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | -15.58% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.76% | — | +70.51% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.12% | -26.50% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | +0.28% | +7.63% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | +0.12% | +5.70% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | +6.03% | |
| 35 | TAXF | American Century Diver Muni | ETF-その他 | 0.60% | — | +34.82% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | +30.77% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.54% | — | +5.26% | |
| 38 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.54% | -0.30% | +43.61% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | +0.14% | -11.43% | |
| 40 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.51% | — | -8.65% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | -0.52% | +0.58% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.49% | — | -0.14% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | — | +205.41% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | -22.39% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.47% | — | +39.81% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +56.22% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | +0.27% | +98.10% | |
| 48 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.43% | +0.20% | +13.74% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | +10.28% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | +65.79% |