CIK: 0001689646
申告総資産額
$17.9億
上位200銘柄を表示中（全592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 | 15.07% | -0.12% | +5.19% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.41% | -0.11% | +3.19% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.12% | -0.21% | +2.01% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.97% | -0.12% | +0.02% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.80% | -0.52% | EXIT | |
| 6 | AAPL | Apple INC | 株式-IT | 1.66% | -0.11% | -0.22% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.28% | +5.32% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.27% | — | -24.23% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.24% | +0.01% | -0.39% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.15% | -0.17% | -2.98% | |
| 11 | VSLU | Applied Finance Valuat ETF | ETF-その他 | 1.12% | +0.12% | +10.44% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | +0.05% | +130.53% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.05% | +0.06% | -1.69% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.98% | -0.11% | -0.22% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.96% | +0.04% | +7.14% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.14% | -2.97% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | -0.09% | -1.85% | |
| 18 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-その他 | 0.82% | +0.10% | +1.25% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.79% | — | +120.87% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | +0.04% | -0.46% | |
| 21 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.74% | +0.03% | +0.25% | |
| 22 | SPEU | State Street Spdr Portfolio | ETF-その他 | 0.73% | — | +0.51% | |
| 23 | DFAI | Dimensional International Co | ETF-その他 | 0.71% | +0.12% | +12.62% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.15% | +5.55% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.65% | — | +0.38% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.64% | +0.21% | +2216.41% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.09% | +0.03% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.08% | -0.93% | |
| 29 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.53% | — | -0.23% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | +0.03% | +0.76% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | -0.07% | -0.29% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | +1.44% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | +5.16% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -0.36% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | +0.51% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | -0.09% | -3.03% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.45% | — | -5.89% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.44% | — | -3.10% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +0.56% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.43% | — | +2.32% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -1.83% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.40% | -0.07% | -4.12% | |
| 43 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.40% | +0.04% | +4.00% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | +0.08% | +4.13% | |
| 45 | PNC | Pnc Financial Services Group | 株式-金融 | 0.38% | — | +5.41% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.37% | — | +0.60% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.12% | -5.08% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | +0.05% | +3.30% | |
| 49 | AFL | Aflac INC | 株式-金融 | 0.36% | — | -0.51% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | +3.78% |