CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中（全3318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 | 2.60% | -0.02% | -1.79% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.87% | +0.31% | -1.13% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.75% | — | -6.52% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 1.66% | -0.03% | +17.46% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.29% | +0.14% | +17.06% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.20% | — | +13.37% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.20% | — | -0.93% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.13% | +0.04% | +13.00% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.06% | +0.05% | +2.13% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | +1.49% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.02% | — | -5.61% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.97% | +0.05% | +7.64% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | -0.02% | -10.02% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.82% | — | -3.05% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.81% | +0.09% | +2.23% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.78% | — | -1.73% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +1.38% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.76% | — | +1.20% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.75% | -0.28% | +5.22% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.73% | — | +118.97% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.73% | — | -2.02% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.73% | — | +6.31% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | +0.10% | -12.28% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | +21.67% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.70% | -0.16% | -3.80% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.69% | — | +7.04% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | — | +2.94% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | — | +6.55% | |
| 29 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.63% | — | +7.85% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | +9.77% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.60% | — | -0.31% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.57% | — | +2.58% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.54% | — | -8.67% | |
| 34 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.51% | — | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | +50.98% | |
| 36 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.49% | — | -0.84% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.46% | — | +4.79% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | -0.30% | +174.03% | |
| 39 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 0.45% | — | +0.50% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.45% | +0.22% | +11.88% | |
| 41 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.44% | — | +0.41% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.44% | — | -43.74% | |
| 43 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.44% | — | -2.81% | |
| 44 | IOCT | Innovator Int Dev Power Buff | ETF-その他 | 0.43% | — | -0.28% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.42% | — | +7.25% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | +13.73% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | +2.02% | |
| 48 | GSSC | Goldman Sachs Activebeta US | ETF-コモディティ | 0.39% | — | -1.34% | |
| 49 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.39% | — | -10.99% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.38% | — | -47.34% |