CIK: 0001741736
申告総資産額
$5.6億
上位200銘柄を表示中（全1432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 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 6.03% | -0.30% | +16.58% | |
| 2 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 5.12% | — | +9.90% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.33% | — | +11.30% | |
| 4 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 3.72% | — | +5.40% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.59% | -0.13% | +13.11% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.56% | -0.11% | +11.95% | |
| 7 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-その他 | 3.56% | -0.13% | +12.33% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.42% | +0.06% | +8.32% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.23% | -0.05% | +3.93% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.14% | -0.34% | +2.40% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.84% | — | +12.63% | |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.66% | +0.02% | +10.76% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.60% | — | +9.70% | |
| 14 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 2.42% | — | +15.60% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.99% | — | +6.36% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.80% | — | -12.16% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.58% | -0.03% | +14.20% | |
| 18 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.48% | — | +8.27% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.46% | -0.38% | +2.31% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | — | +3.43% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.13% | -0.49% | +18.47% | |
| 22 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.07% | +0.16% | -8.89% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.04% | +0.01% | +15.02% | |
| 24 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.95% | — | — | |
| 25 | AAPL | Apple INC | 株式-IT | 0.89% | — | +27.44% | |
| 26 | UPWK | Upwork INC | 株式-その他 | 0.89% | -0.70% | +12.01% | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.84% | — | +13.45% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.83% | — | -0.54% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.83% | — | +9.24% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.82% | — | +6.30% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.81% | — | +8.57% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.81% | — | +9.38% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | -0.17% | -3.08% | |
| 34 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.78% | +0.06% | +7.81% | |
| 35 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.72% | — | +5172.26% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.71% | — | +0.96% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.18% | -2.35% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.67% | — | +1.98% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +6.24% | |
| 40 | ASML | ASML Holding N.V. | 株式-IT | 0.63% | +0.09% | +1.73% | |
| 41 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.60% | — | +4.33% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +218.27% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.60% | -0.18% | +3.85% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.57% | — | +3.53% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.57% | — | +0.26% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.56% | — | +5.77% | |
| 47 | MRNA | Moderna INC | 株式-ヘルスケア | 0.54% | +0.25% | +5.49% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.54% | -0.17% | +4.30% | |
| 49 | TFIN | Triumph Financial INC | 株式-その他 | 0.53% | — | — | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.51% | -0.59% | EXIT |