CIK: 0001697110
申告総資産額
$23.4億
上位200銘柄を表示中（全274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% | +3.24% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.25% | -0.29% | -1.29% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 4.99% | +0.52% | +11.40% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.50% | — | -1.03% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 3.61% | +0.29% | +3.67% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.30% | +0.18% | +209.92% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.19% | +0.14% | +8.26% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.83% | +0.03% | -4.81% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.75% | -2.48% | +8.31% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.59% | +0.11% | +5.54% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.34% | -0.11% | +0.61% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.01% | — | +32.56% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.96% | +0.27% | -8.68% | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.94% | — | -1.58% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.85% | -1.07% | +47.22% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.80% | — | -0.52% | |
| 17 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.65% | — | -1.19% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.59% | -0.17% | -2.08% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.52% | — | +3.87% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 1.48% | +0.50% | +149.08% | |
| 21 | URA | Global X Uranium ETF | ETF-その他 | 1.20% | +0.10% | -48.95% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.13% | +0.13% | +4.21% | |
| 23 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.96% | +0.22% | +34.86% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.92% | — | +0.08% | |
| 25 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.91% | — | +0.79% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.83% | -0.30% | +65.40% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.80% | -0.19% | +1.42% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.77% | -0.11% | -4.04% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | -0.09% | +3129.76% | |
| 30 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 0.75% | — | +6.35% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | -0.11% | +1.98% | |
| 32 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.71% | -0.05% | -0.05% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | +188.20% | |
| 34 | PNC | Pnc Financial Services Group | 株式-金融 | 0.63% | — | +0.44% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | -0.05% | +92.46% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | +0.06% | -26.89% | |
| 37 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.47% | — | -10.57% | |
| 38 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.46% | +0.08% | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.15% | +173.13% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.46% | -0.23% | +17.04% | |
| 41 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.45% | -0.07% | -0.27% | |
| 42 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.44% | — | +6.56% | |
| 43 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.43% | — | -0.56% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.38% | — | -8.54% | |
| 45 | OWL | Blue Owl Capital INC | 株式-金融 | 0.36% | -0.14% | +0.02% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | — | +1.40% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.32% | — | — | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.31% | — | -4.07% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.30% | — | -0.54% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.29% | -0.29% | EXIT |