CIK: 0001675762
申告総資産額
$7.7億
上位200銘柄を表示中（全201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 | 20.53% | -0.28% | +15.46% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 10.42% | +0.06% | +17.68% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.87% | +0.49% | +70.75% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 8.74% | -0.22% | +65.48% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 7.77% | +0.43% | +76.04% | |
| 6 | ARCC | Ares Capital CORP | 株式-金融 | 3.94% | -0.24% | +14.95% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.74% | — | +15.33% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.52% | — | — | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.89% | -0.03% | -0.02% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.81% | — | -4.31% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.79% | — | +29.57% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.70% | -0.35% | -2.02% | |
| 13 | AELUSD | American Equity Invt Life Hl | 株式-その他 | 1.31% | — | -11.30% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.27% | -0.04% | +0.05% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.02% | — | -0.76% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.11% | +0.02% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.67% | -0.02% | -18.55% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.53% | — | +2.36% | |
| 19 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.49% | — | -51.01% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | -0.63% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +0.28% | |
| 22 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.40% | — | +1.98% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.15% | -2.09% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | +0.04% | +0.94% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +0.20% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.31% | — | -3.00% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | — | -3.28% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | — | -0.72% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | -1.72% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.27% | — | -82.09% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | — | -2.89% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.06% | -1.83% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | -0.85% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | -1.27% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.05% | +0.64% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.08% | -0.76% | |
| 37 | TDG | Transdigm Group INC | 株式-資本財 | 0.22% | — | +3.60% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | +0.02% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | +0.67% | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.21% | +0.05% | +1.44% | |
| 41 | WWD | Woodward INC | 株式-資本財 | 0.20% | — | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | +1.45% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.19% | — | +0.32% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.18% | +0.07% | +1.34% | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.17% | — | -3.40% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.17% | — | +1.31% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.17% | — | +0.86% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | — | +0.59% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.16% | — | -0.31% | |
| 50 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.15% | — | +3.39% |