CIK: 0001632866
申告総資産額
$3.8億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 18.90% | -4.03% | +64.39% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.13% | -1.39% | +5.75% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 5.05% | -1.13% | +7.54% | |
| 4 | XLE | Ss Energy Select Sector | ETF-その他 | 4.98% | — | +1.94% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.37% | -0.82% | -0.01% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.32% | -1.30% | +1.48% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.97% | — | -2.05% | |
| 8 | DFAT | Dimensional US Target Value | ETF-その他 | 2.44% | -0.36% | +8.06% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.39% | -0.48% | +1.01% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.04% | — | +43.47% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.98% | — | +14.34% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.93% | — | +127.89% | |
| 13 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 1.91% | — | +13.12% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.85% | — | +128.96% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | -0.10% | +5.92% | |
| 16 | URA | Global X Uranium ETF | ETF-その他 | 1.78% | — | +55.72% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.56% | — | -6.79% | |
| 18 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-その他 | 1.47% | — | +24.32% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.37% | — | -5.62% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.34% | — | +5.17% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.17% | — | -19.11% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.13% | — | +14.05% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | — | +18.19% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 1.01% | — | -8.92% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.96% | — | +17.81% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.95% | — | +3.07% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.76% | — | -2.08% | |
| 28 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.73% | — | +4.61% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.72% | — | +11.09% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.70% | — | -14.25% | |
| 31 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.67% | — | +9.73% | |
| 32 | ONTO | Onto Innovation INC | 株式-IT | 0.66% | — | +1.41% | |
| 33 | AMD | Advanced Micro Devices | 株式-IT | 0.60% | +0.22% | +0.38% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.59% | — | +15.16% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | -4.10% | |
| 36 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.53% | — | +88.99% | |
| 37 | AMPH | Amphastar Pharmaceuticals In | 株式-その他 | 0.53% | — | +6.13% | |
| 38 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.48% | — | — | |
| 39 | AXON | Axon Enterprise INC | 株式-資本財 | 0.48% | — | +199.63% | |
| 40 | IDCC | Interdigital INC | 株式-IT | 0.47% | -0.34% | -2.19% | |
| 41 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.45% | — | — | |
| 42 | VRRM | Verra Mobility CORP | 株式-その他 | 0.45% | — | -0.41% | |
| 43 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.45% | — | +14.74% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.45% | +0.21% | -3.46% | |
| 45 | SMB | Vaneck Short Muni ETF | ETF-その他 | 0.44% | — | +6.75% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.44% | +0.20% | +4.28% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | -10.57% | |
| 48 | HUBS | Hubspot INC | 株式-IT | 0.38% | — | -27.63% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.37% | — | -14.00% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -0.67% |