CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1957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 | 19.70% | -0.72% | -1.24% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 14.06% | +0.55% | +1.06% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.80% | +0.45% | +1.58% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.08% | -0.44% | +8.13% | |
| 5 | NVR | Nvr INC | 株式-一般消費財 | 5.05% | — | — | |
| 6 | AAPL | Apple INC | 株式-IT | 4.57% | — | -1.27% | |
| 7 | SNA | Snap-on INC | 株式-資本財 | 4.10% | +0.29% | -0.03% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.72% | — | +3.57% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.28% | +0.16% | — | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.25% | -0.10% | -3.99% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.83% | +0.56% | — | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.75% | — | +1.91% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.28% | — | -2.37% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +0.40% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.98% | +0.04% | -3.19% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | +0.34% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.06% | +1.81% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.75% | -0.37% | +79446.74% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | +1858.21% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | +0.50% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | +5.26% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | +2.03% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +0.91% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | — | -2.76% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | +6.55% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | +3.70% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +1.75% | |
| 28 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 0.33% | — | — | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +0.12% | |
| 30 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.32% | — | +2.86% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.32% | — | +0.02% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | — | +0.67% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | +0.96% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | -0.05% | -1.62% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.22% | — | -11.77% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.22% | — | +4.55% | |
| 37 | ✓ | Nikola CORP | 株式-その他 | 0.22% | — | -0.45% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | -0.09% | -7.04% | |
| 39 | ARKK | Ark Innovation ETF | ETF-その他 | 0.19% | -0.02% | +33.18% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.19% | — | +7.84% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | +0.01% | +13.70% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | +0.64% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | +2.04% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | — | +6.05% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.18% | — | +0.25% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.17% | +0.01% | — | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.17% | — | +0.79% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | — | +1.35% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.15% | — | +4.42% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | — | +6.92% |