CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1840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 | 22.33% | -0.72% | +3.47% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 14.08% | +0.55% | +0.09% | |
| 3 | NVR | Nvr INC | 株式-一般消費財 | 6.66% | — | — | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.78% | +0.45% | +9.71% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.78% | — | -5.30% | |
| 6 | SNA | Snap-on INC | 株式-資本財 | 4.00% | +0.29% | +0.01% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.79% | -0.44% | +1314.39% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.07% | — | +10.08% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.67% | -0.10% | -2.80% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.76% | — | +0.91% | |
| 11 | TSLA 2.375 03-15-22 | Tesla INC | 株式-一般消費財 | 1.51% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | — | -2.53% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.08% | +0.04% | -1.25% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | -4.44% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | +1.42% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.71% | +0.16% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | -0.06% | +10.76% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | — | -21.11% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | — | +5.40% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | -34.28% | |
| 21 | ACN | Accenture plc | 株式-IT | 0.56% | — | +63.92% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | — | +8.39% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | +41.09% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +78.48% | |
| 25 | ✓ | Nikola CORP | 株式-その他 | 0.40% | — | +0.51% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.40% | — | -7.77% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | +0.74% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | +12.42% | |
| 29 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.29% | — | +1.38% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.29% | -0.05% | +11.07% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | +7.20% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | +4.03% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | -9.15% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.22% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | -25.69% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.21% | +0.01% | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.21% | — | -45.92% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | -0.09% | -14.44% | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.21% | +0.56% | +1.36% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | — | -9.40% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.20% | — | +2.20% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.18% | — | +9.12% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | — | +13.09% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.18% | — | -0.15% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.18% | — | -3.13% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.18% | — | +5.97% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | — | — | |
| 48 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.17% | — | — | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | — | +12.51% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | — | +8.38% |