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 | 23.52% | -4.03% | -8.14% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 7.67% | -1.13% | -0.05% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.57% | -1.39% | -1.78% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 3.89% | -0.36% | +0.27% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.87% | -1.30% | +0.40% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.48% | -0.82% | -1.93% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.03% | -0.48% | +6.80% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.60% | — | +4.17% | |
| 9 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.30% | — | +0.84% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.73% | — | +1.36% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.66% | — | +0.73% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.45% | — | -1.05% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | -0.10% | -11.74% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.41% | — | +1.35% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.37% | — | +2.10% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.31% | — | -0.60% | |
| 17 | URA | Global X Uranium ETF | ETF-その他 | 1.31% | — | -3.48% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.24% | -0.35% | +81.88% | |
| 19 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 1.23% | — | — | |
| 20 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 0.91% | -0.44% | -1.31% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.86% | — | -1.21% | |
| 22 | AXON | Axon Enterprise INC | 株式-資本財 | 0.85% | — | -2.54% | |
| 23 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.81% | — | -0.56% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.79% | — | -4.73% | |
| 25 | IDCC | Interdigital INC | 株式-IT | 0.77% | -0.34% | -2.97% | |
| 26 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.76% | — | +1.63% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | — | -2.83% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.61% | — | -3.63% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | +0.83% | +1.53% | |
| 30 | FLIN | Franklin Ftse India ETF | ETF-その他 | 0.58% | +0.06% | +75.80% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.52% | — | -9.98% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.52% | +0.12% | +14.44% | |
| 33 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.49% | — | -2.68% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.47% | — | +6.52% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.45% | +0.01% | +129.68% | |
| 36 | TWM | Proshares Ultrashort R2000 | ETF-その他 | 0.45% | — | — | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | -5.23% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -4.55% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | -0.15% | |
| 40 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.41% | — | — | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.41% | +0.20% | +3.08% | |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.40% | — | -0.77% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.40% | — | -3.78% | |
| 44 | ✓ | Cyberark Software LTD | 株式-その他 | 0.38% | — | +0.99% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.37% | — | -0.42% | |
| 46 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.37% | +0.02% | +125.43% | |
| 47 | ONTO | Onto Innovation INC | 株式-IT | 0.37% | — | -6.35% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +3.08% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | — | +0.64% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.35% | +0.21% | -5.35% |