CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1904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 | 18.73% | -0.72% | -1.48% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 13.29% | +0.55% | -0.97% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.63% | +0.45% | +1.64% | |
| 4 | NVR | Nvr INC | 株式-一般消費財 | 5.70% | — | -3.47% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.47% | -0.44% | +0.96% | |
| 6 | SNA | Snap-on INC | 株式-資本財 | 4.70% | +0.29% | -0.00% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.65% | — | +0.13% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-その他 | 4.26% | +0.56% | +6.97% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.98% | +0.16% | +0.58% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.92% | — | +0.89% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.94% | -0.10% | -2.12% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.32% | — | +1.07% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.08% | -0.37% | -1.29% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | -1.37% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | — | +3.47% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | — | +0.30% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.79% | +0.04% | -2.06% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | -0.06% | -10.70% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +6.40% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | -0.09% | +56.05% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | +1.91% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | -7.42% | |
| 23 | CDNS | Cadence Design Sys INC | 株式-IT | 0.39% | — | +2042.09% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +8.77% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +0.03% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | +78.29% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | -1.65% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.30% | — | -2.84% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | -14.72% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.24% | — | -0.44% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | +70.45% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +15.41% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | -6.19% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | +7.53% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.20% | -0.05% | -8.16% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | — | -0.90% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.18% | — | -1.24% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.18% | — | +2.35% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.17% | — | -2.49% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.17% | +0.01% | +1.09% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.17% | — | -2.72% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | — | -4.50% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.16% | +0.01% | — | |
| 45 | ARKK | Ark Innovation ETF | ETF-その他 | 0.15% | -0.02% | — | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.14% | -0.03% | -0.89% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.14% | — | — | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.13% | — | -1.67% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.12% | — | +350.51% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.12% | — | +18.09% |