CIK: 0001660177
申告総資産額
$19.1億
上位200銘柄を表示中(全576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 | AGNT | Agnt INC | 株式-その他 | 5.67% | — | +248.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.99% | -0.44% | +34.18% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.59% | — | +37.75% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.08% | -0.18% | -10.28% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.03% | -0.17% | +217.22% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.78% | -0.52% | -12.85% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.63% | — | -11.56% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.45% | -0.49% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.47% | -0.04% | +85.48% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.26% | -21.80% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.42% | -0.09% | +152.58% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.27% | — | +23.97% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.07% | -0.19% | +1.26% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.07% | — | +360.59% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | -0.35% | +2.07% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.06% | -0.33% | +23.93% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.03% | — | +2.43% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.98% | -0.29% | +271.91% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.96% | +0.43% | -5.07% | |
| 20 | MBB | Ishares Mbs ETF | ETF-その他 | 0.95% | — | -3.73% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +0.92% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.87% | — | +38.47% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.86% | — | +26.07% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.81% | -0.61% | -18.73% | |
| 25 | ✓ | Romeo Power INC | 株式-その他 | 0.78% | — | — | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 0.78% | — | -23.95% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | +5.86% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.24% | +4.22% | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.68% | — | -20.24% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | -0.29% | +59.43% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.66% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +35.74% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.63% | — | -36.89% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.60% | — | -20.58% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +4.25% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +4.83% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | -0.17% | -24.92% | |
| 38 | URI | United Rentals INC | 株式-資本財 | 0.53% | — | +5.98% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +9.94% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | -42.51% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | +3.47% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.50% | — | +4.20% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.47% | -0.22% | +26.92% | |
| 44 | MS | Morgan Stanley | 株式-金融 | 0.44% | — | +1.18% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | +2.00% | |
| 46 | CHGG | Chegg INC | 株式-生活必需品 | 0.43% | — | -6.31% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.42% | — | +1.09% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | -0.59% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | — | -11.60% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.41% | — | +2.20% |