CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1908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 | 18.45% | -0.72% | +2.68% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 13.75% | +0.55% | +2.79% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.26% | +0.45% | +13.64% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.34% | -0.44% | +6.06% | |
| 5 | NVR | Nvr INC | 株式-一般消費財 | 5.21% | — | — | |
| 6 | SNA | Snap-on INC | 株式-資本財 | 4.26% | +0.29% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 3.92% | — | +0.18% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.88% | +0.56% | +47.75% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.52% | +0.16% | +34.67% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.39% | — | +3.67% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.96% | -0.10% | -6.76% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.47% | -0.37% | +440.62% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | — | -10.52% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.08% | — | +6.92% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.91% | +0.04% | +1.94% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | +0.07% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | — | -2.44% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | -0.06% | -0.16% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +6.21% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | +4.41% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -5.03% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +2.06% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +0.33% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | +2.66% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.38% | — | -0.92% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | -0.09% | +34.16% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.36% | — | +34.87% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +5.32% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -0.88% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | -3.06% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.28% | — | -1.08% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +3.68% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +4.90% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.20% | -0.05% | -1.13% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.19% | — | +9.32% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | -0.71% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | +1.08% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.18% | — | +4.17% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | -13.13% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.18% | +0.01% | +159.31% | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 0.17% | — | +0.69% | |
| 42 | J | Jacobs Solutions INC | 株式-資本財 | 0.17% | — | +9371.60% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | +12.07% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.17% | +0.01% | — | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.16% | — | — | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.15% | -0.03% | +27.88% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | — | +0.70% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | — | -5.49% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.14% | — | -1.37% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.14% | — | +14.45% |