CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中（全3244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 | AAPL | Apple INC | 株式-IT | 2.63% | -0.02% | +10.12% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.04% | +0.31% | +39.75% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.96% | — | +71.69% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 1.52% | -0.03% | +102.48% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.25% | — | -11.84% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.21% | — | +8.41% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.15% | +0.14% | +15.71% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.14% | — | +1.49% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.12% | +0.04% | +1039.14% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.11% | +0.05% | +80.86% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | -11.09% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.02% | +22.28% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | +0.10% | +40.04% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.93% | -0.30% | -25.65% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.92% | +0.05% | +11.55% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.90% | — | +1.31% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.09% | +31.19% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.82% | — | +74.82% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | — | +22.98% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.79% | -0.16% | +37.46% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.78% | — | -1.08% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.77% | — | +0.73% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.74% | — | +12.65% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +1.29% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.70% | -0.28% | +9.76% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.69% | — | -0.32% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | — | +97.52% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.67% | — | +13.89% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +20.27% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.64% | — | -33.09% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | +8.36% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | +8.86% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | +12.57% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.55% | — | +3.71% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | -0.06% | |
| 36 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.52% | — | -0.01% | |
| 37 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.48% | — | -3.88% | |
| 38 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 0.48% | — | -4.44% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.46% | — | +2.06% | |
| 40 | IOCT | Innovator Int Dev Power Buff | ETF-その他 | 0.45% | — | -0.62% | |
| 41 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.44% | — | +2.84% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | -2.80% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.43% | — | -17.58% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.43% | +0.22% | +4.84% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | +32.65% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | +0.09% | +5.65% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | +8.89% | |
| 48 | GSSC | Goldman Sachs Activebeta US | ETF-コモディティ | 0.40% | — | +3.09% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.40% | — | +1520.79% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.40% | +0.10% | +53.86% |