CIK: 0001697110
申告総資産額
$23.4億
上位200銘柄を表示中（全211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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 20.99% | +0.13% | -8.23% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.47% | -0.29% | -2.65% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.81% | — | -3.63% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 4.74% | +0.52% | +16.31% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 3.56% | +0.29% | -8.34% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.07% | +0.03% | -0.03% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.96% | +0.14% | -3.34% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.69% | -2.48% | +2.94% | |
| 9 | URA | Global X Uranium ETF | ETF-その他 | 2.64% | +0.10% | -2.71% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.60% | +0.11% | -6.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.46% | -0.11% | +0.28% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.25% | +0.27% | -8.20% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.99% | — | -5.24% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.87% | — | -6.89% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.85% | -1.07% | -2.26% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.76% | — | +16.09% | |
| 17 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.76% | — | -8.84% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.68% | -0.17% | -8.41% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.57% | — | -6.77% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 1.26% | +0.50% | -5.79% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.22% | — | +1.71% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.13% | +0.18% | +2.13% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.13% | +0.13% | -1.58% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.09% | -0.19% | — | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.02% | — | +1.88% | |
| 26 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.89% | — | -7.37% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | -0.11% | -4.56% | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.80% | — | -7.04% | |
| 29 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.78% | +0.22% | -4.22% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.11% | -1.13% | |
| 31 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.72% | -0.05% | -5.07% | |
| 32 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 0.68% | — | -2.17% | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 0.64% | — | -2.91% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | +0.06% | -1.57% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | -0.05% | +1.89% | |
| 36 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.56% | -0.07% | -0.08% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | -0.30% | +6.47% | |
| 38 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.55% | — | +2.67% | |
| 39 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.47% | +0.08% | — | |
| 40 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.46% | — | -0.50% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.15% | +22.72% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.44% | — | +10.68% | |
| 43 | OWL | Blue Owl Capital INC | 株式-金融 | 0.43% | -0.14% | — | |
| 44 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.41% | — | -56.87% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.41% | — | +0.48% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.40% | -0.23% | +410.79% | |
| 47 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.39% | — | +2.48% | |
| 48 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.36% | -0.12% | +37.75% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | -8.49% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | — | -6.40% |