CIK: 0001664772
申告総資産額
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| # | 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 | MSFT | Microsoft CORP | 株式-IT | 12.49% | — | -0.53% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 11.22% | — | +0.59% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 10.75% | — | +4.41% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.57% | — | -0.92% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.05% | — | -3.72% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.36% | — | +2.29% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.33% | — | +11.69% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.77% | — | +8.60% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.53% | — | +3.97% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.35% | — | +9.23% | |
| 11 | JPHFUSD | JPM Diversified Alternatives | ETF-その他 | 2.89% | — | +1.57% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.54% | — | +16.84% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.27% | — | +1.18% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.87% | — | -47.23% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.75% | — | — | |
| 16 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.56% | — | -10.86% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.49% | — | -2.77% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.49% | — | -1.53% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.28% | — | -2.10% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | -5.99% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.87% | — | +1.18% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.82% | — | -0.98% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | +4.24% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | — | — | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | — | -4.08% | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.42% | — | -1.02% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +1.42% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +1.10% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | +0.53% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | — | +1.52% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | -2.32% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | — | +0.45% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | — | +1.91% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +3.92% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | -8.34% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | — | -16.77% | |
| 38 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.22% | — | -35.28% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | — | -5.04% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +1.07% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | — | +16.39% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.21% | — | -1.71% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | +2.17% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +6.27% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | +0.46% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.18% | — | -0.26% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.17% | — | +2.71% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | +2.43% | |
| 49 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.16% | — | -6.07% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.16% | — | — |