CIK: 0001721527
申告総資産額
$7.1億
上位200銘柄を表示中（全284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 | 6.24% | +0.24% | -8.73% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.99% | -0.42% | -0.77% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.37% | -0.06% | +17.36% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.05% | -0.21% | +0.52% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.44% | -0.16% | +8.59% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.43% | -0.11% | +5.87% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.57% | +0.15% | +0.61% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.41% | -0.32% | -7.15% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.38% | -0.23% | +46.27% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.92% | -1.97% | +62.38% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.77% | +0.44% | -35.51% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.69% | -0.19% | -2.37% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.61% | +0.12% | -7.02% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.50% | -0.08% | +0.43% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.49% | -0.06% | -5.27% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | -0.12% | -0.11% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.34% | — | -0.23% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.22% | — | -0.95% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.15% | — | -0.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | -0.76% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.35% | +0.93% | |
| 22 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.06% | — | +1.28% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.98% | — | +0.12% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.94% | — | -0.32% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | — | -1.47% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | -0.12% | +2.04% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.83% | — | -14.83% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.11% | -1.05% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | +0.13% | +4.16% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.77% | -0.10% | +8.07% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.75% | — | -0.36% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.70% | — | +0.87% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | — | -1.22% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | — | +66.23% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.14% | +3.74% | |
| 36 | IVLU | Ishares Msci International V | ETF-その他 | 0.60% | — | -12.56% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | -4.26% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.57% | — | +4.55% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.56% | — | -7.59% | |
| 40 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.56% | — | +0.83% | |
| 41 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.55% | -0.28% | +73.70% | |
| 42 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.55% | — | -2.49% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | -0.39% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | -0.07% | -0.15% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.12% | -2.91% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | — | -2.36% | |
| 47 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-その他 | 0.50% | — | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.50% | — | +370.53% | |
| 49 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.46% | — | -7.62% | |
| 50 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.46% | — | +4.69% |