CIK: 0001721527
申告総資産額
$7.1億
上位200銘柄を表示中（全282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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.23% | +0.24% | -3.92% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.43% | -0.42% | +0.62% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.30% | -0.21% | -2.87% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.86% | -0.06% | -0.60% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.39% | -0.11% | -1.09% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.15% | -0.16% | +0.90% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.70% | +0.44% | -3.63% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.55% | +0.15% | +12.82% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.09% | -0.32% | +45.88% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.04% | +0.12% | +11.98% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.92% | -0.19% | -5.01% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.70% | -0.06% | -0.96% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.67% | -0.08% | -1.58% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.64% | -0.23% | +1.00% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | -6.12% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -0.12% | +0.16% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.32% | — | -2.18% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.25% | -1.97% | +3.01% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.19% | — | -3.57% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.35% | +5.03% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.08% | — | -2.09% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.05% | — | -0.90% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.04% | — | +3.43% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.98% | — | -1.26% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | +7.27% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.92% | — | +0.26% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.12% | +3.69% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | -0.11% | +0.46% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | — | +6.21% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.74% | — | -0.77% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.10% | +11.66% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.71% | — | +3.78% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | +0.13% | +4.37% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.64% | — | +1.44% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.63% | — | +15.61% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.14% | +4.56% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | -3.75% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.58% | — | -1.60% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | -0.12% | +1.74% | |
| 40 | IVLU | Ishares Msci International V | ETF-その他 | 0.56% | — | -5.19% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | — | +0.04% | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.53% | — | -1.15% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | — | +3.95% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.51% | — | +5.99% | |
| 45 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.51% | — | +17.96% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.48% | — | -6.33% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | — | -11.60% | |
| 48 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.46% | — | +1.55% | |
| 49 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.45% | — | +2.24% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | -0.07% | +4.47% |