CIK: 0001632844
申告総資産額
$1.9億
上位200銘柄を表示中（全692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 | VTV | Vanguard Value ETF | ETF-その他 | 6.25% | -0.12% | +1.74% | |
| 2 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-その他 | 5.87% | +0.26% | +78.70% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 5.62% | -1.14% | -4.54% | |
| 4 | EPD | Enterprise Products Partners | 株式-エネルギー | 5.03% | +2.39% | +35.53% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.93% | -0.50% | +44.40% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.80% | +0.01% | +10.00% | |
| 7 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 4.08% | -0.08% | -0.11% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.83% | +0.39% | +5.03% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.22% | -0.36% | +0.42% | |
| 10 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-その他 | 2.21% | -2.31% | +523.89% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.09% | -0.33% | -0.70% | |
| 12 | MS | Morgan Stanley | 株式-金融 | 1.85% | -0.24% | +0.07% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.74% | -0.17% | +1.82% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | +0.08% | +36.20% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.47% | -0.21% | +0.08% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.36% | +0.23% | +6.09% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.22% | +23.88% | |
| 18 | BX | Blackstone INC | 株式-金融 | 1.26% | -0.23% | +7.32% | |
| 19 | SUTXX | Schwab US Treasury Money-ult | 株式-その他 | 1.24% | — | — | |
| 20 | EHC | Encompass Health CORP | 株式-ヘルスケア | 1.21% | -0.13% | +0.03% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.19% | -0.13% | +45.86% | |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.18% | — | -2.80% | |
| 23 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.17% | +1.31% | +60.06% | |
| 24 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.10% | — | +0.55% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | -0.16% | -0.56% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.05% | +0.02% | +1.48% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.01% | +0.19% | +0.43% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | +11.55% | |
| 29 | UL | Unilever PLC | 株式-生活必需品 | 0.81% | — | +0.58% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.81% | -0.17% | +14.46% | |
| 31 | SWVXX | Schwa Prime Adv Money Fd-inv | 株式-その他 | 0.81% | — | — | |
| 32 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.79% | +0.04% | +15.42% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.78% | -0.11% | +0.07% | |
| 34 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.77% | -0.17% | +0.06% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.75% | -0.11% | — | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.74% | — | +0.86% | |
| 37 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.73% | +0.25% | -0.16% | |
| 38 | RSVR | Reservoir Media INC | 株式-その他 | 0.72% | +0.20% | +8.87% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | +0.04% | +2.74% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.70% | — | +0.29% | |
| 41 | CNQ | Canadian Natural Resources | 株式-エネルギー | 0.69% | +1.03% | +872.82% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.60% | — | -0.75% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.55% | — | +2.05% | |
| 44 | VTSAX | Vanguard Ttl Stk Mkt-adm | 株式-その他 | 0.55% | — | — | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.53% | +0.19% | +5.09% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.13% | +79.92% | |
| 47 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.49% | -0.08% | +1.77% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.48% | — | +22.28% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | -0.06% | |
| 50 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.44% | — | -6.58% |