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 | 25.77% | -4.03% | -1.19% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 7.31% | -1.13% | +5.45% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.77% | -1.39% | +215.88% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 4.02% | -0.36% | +5.33% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.61% | -1.30% | +224.47% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.41% | -0.82% | -0.87% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.66% | -0.48% | +12.08% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.35% | — | +17.40% | |
| 9 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.32% | — | +12.60% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.69% | — | +3.35% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.63% | -0.10% | +3.98% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.56% | — | +0.87% | |
| 13 | URA | Global X Uranium ETF | ETF-その他 | 1.52% | — | +2.45% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.49% | — | +199.68% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.43% | — | +4.01% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.39% | — | +96.37% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.32% | — | +3.80% | |
| 18 | AXON | Axon Enterprise INC | 株式-資本財 | 0.94% | — | -1.02% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.86% | — | +3.84% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.82% | — | +86.08% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | -21.52% | |
| 22 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-その他 | 0.78% | — | -21.33% | |
| 23 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 0.76% | -0.44% | +0.16% | |
| 24 | IDCC | Interdigital INC | 株式-IT | 0.72% | -0.34% | -0.05% | |
| 25 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.70% | — | +7.37% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | -0.68% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | -0.35% | +37.67% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.63% | — | -1.85% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | +0.83% | +101.81% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.55% | — | -8.78% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.54% | +0.12% | +6.36% | |
| 32 | ONTO | Onto Innovation INC | 株式-IT | 0.52% | — | -3.96% | |
| 33 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 0.49% | — | +0.85% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | — | -5.08% | |
| 35 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.47% | — | +1.38% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | +149.44% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.44% | — | -0.84% | |
| 38 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.43% | +0.20% | +6.93% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.42% | — | -17.69% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.40% | +0.21% | -6.03% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.39% | — | +5.69% | |
| 42 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.37% | — | -13.29% | |
| 43 | VRRM | Verra Mobility CORP | 株式-その他 | 0.36% | — | -1.45% | |
| 44 | ✓ | Cyberark Software LTD | 株式-その他 | 0.35% | — | +0.11% | |
| 45 | HUBS | Hubspot INC | 株式-IT | 0.35% | — | +3.06% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | +0.05% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | — | +3.11% | |
| 48 | GMED | Globus Medical INC - A | 株式-ヘルスケア | 0.33% | — | +0.65% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.33% | +0.47% | +11.69% | |
| 50 | FLIN | Franklin Ftse India ETF | ETF-その他 | 0.32% | +0.06% | — |