CIK: 0001660177
申告総資産額
$19.1億
上位200銘柄を表示中（全539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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.59% | -0.52% | -4.77% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.56% | -0.44% | +12.67% | |
| 3 | AGNT | Agnt INC | 株式-その他 | 2.37% | — | +37.35% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.26% | -0.18% | +18.56% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.25% | — | +175.37% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.21% | — | -28.31% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.45% | +23.73% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | -0.26% | +53.57% | |
| 9 | CAT | Caterpillar INC | 株式-資本財 | 1.33% | +0.43% | +5.02% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.30% | -0.19% | -5.35% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 1.27% | — | +34.68% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.23% | — | +9.79% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.23% | — | -5.75% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.21% | — | +24.15% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.19% | — | +351.70% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.18% | -0.61% | +242.48% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.11% | — | +13.89% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | -0.35% | +2.78% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | — | +4.35% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.05% | — | — | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.93% | — | +65.08% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.91% | -0.04% | +31.88% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.83% | — | -29.97% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | +70.79% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.75% | — | +363.28% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | -0.17% | +26.75% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.24% | +12.91% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | -0.17% | +35.65% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | +8.85% | |
| 30 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 0.66% | — | -4.51% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +17.33% | |
| 32 | URI | United Rentals INC | 株式-資本財 | 0.64% | — | +13.03% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.64% | — | +32.09% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | -0.09% | -7.70% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.62% | — | -4.55% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.61% | — | +40.14% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.61% | -0.33% | +17.63% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | +151.90% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.57% | — | +2.80% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.56% | — | +2.58% | |
| 41 | CHGG | Chegg INC | 株式-生活必需品 | 0.55% | — | +19.64% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.54% | — | +64.79% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.53% | — | +59.50% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +132.46% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | +1.17% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +21.54% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | -0.29% | +2.22% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | +24.31% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.49% | — | +345.93% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.47% | — | +101.76% |