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 | 25.66% | -4.03% | +30.31% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 7.25% | -1.13% | +37.87% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.54% | -1.39% | +2.64% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.41% | -0.82% | -0.75% | |
| 5 | DFAT | Dimensional US Target Value | ETF-その他 | 3.70% | -0.36% | +53.93% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.37% | -1.30% | +1.17% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.45% | -0.48% | +9.30% | |
| 8 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.11% | — | +12.95% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.02% | — | +8.53% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.94% | — | +0.03% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.88% | -0.10% | -1.95% | |
| 12 | URA | Global X Uranium ETF | ETF-その他 | 1.88% | — | +6.65% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.86% | — | +1.85% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.76% | — | -11.16% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.52% | — | +3.15% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.43% | — | +47.18% | |
| 17 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-その他 | 1.29% | — | -2.28% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.21% | — | +64.62% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.19% | — | -6.04% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.08% | — | -1.46% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 0.96% | — | +0.74% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | -14.97% | |
| 23 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.79% | — | +3.90% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | -26.88% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.75% | — | -0.16% | |
| 26 | ONTO | Onto Innovation INC | 株式-IT | 0.67% | — | -10.04% | |
| 27 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.66% | — | +8.04% | |
| 28 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 0.65% | -0.44% | +764.01% | |
| 29 | AMD | Advanced Micro Devices | 株式-IT | 0.65% | +0.22% | -7.62% | |
| 30 | AXON | Axon Enterprise INC | 株式-資本財 | 0.56% | — | +1.20% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.56% | — | -0.16% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.53% | — | -19.94% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.52% | — | -11.13% | |
| 34 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.52% | — | -0.86% | |
| 35 | HUBS | Hubspot INC | 株式-IT | 0.52% | — | +33.50% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.50% | +0.20% | +206.01% | |
| 37 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.50% | — | +4.24% | |
| 38 | VRRM | Verra Mobility CORP | 株式-その他 | 0.48% | — | +4.11% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.48% | +0.21% | +0.65% | |
| 40 | IDCC | Interdigital INC | 株式-IT | 0.45% | -0.34% | +2.57% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.44% | — | +5.98% | |
| 42 | SMB | Vaneck Short Muni ETF | ETF-その他 | 0.42% | — | +1.57% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | -0.27% | |
| 44 | FTNT | Fortinet INC | 株式-IT | 0.40% | — | +53.14% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.37% | — | +5.08% | |
| 46 | OTEX | Open Text CORP | 株式-その他 | 0.35% | — | — | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.33% | — | -1.35% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.33% | -0.35% | +13.69% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | +0.83% | -0.74% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | +295.58% |