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 | 24.13% | -4.03% | +1.08% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 10.68% | -1.39% | +60.44% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 6.33% | -1.13% | -12.05% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.41% | -1.30% | +1.53% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.07% | -0.82% | -5.93% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.84% | -0.48% | +2.41% | |
| 7 | DFAT | Dimensional US Target Value | ETF-その他 | 2.71% | -0.36% | -27.30% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.56% | — | +5.87% | |
| 9 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.14% | — | +3.25% | |
| 10 | URA | Global X Uranium ETF | ETF-その他 | 2.05% | — | +1.23% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.93% | — | +574.52% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.61% | — | -12.20% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.53% | — | +0.26% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | -0.10% | +0.82% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.35% | — | +3.86% | |
| 16 | AXON | Axon Enterprise INC | 株式-資本財 | 1.17% | — | -4.36% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.12% | -0.35% | +0.51% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.10% | — | -19.72% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.97% | — | -31.55% | |
| 20 | FLIN | Franklin Ftse India ETF | ETF-その他 | 0.96% | +0.06% | +67.77% | |
| 21 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.84% | — | -6.44% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.77% | — | -40.54% | |
| 23 | IDCC | Interdigital INC | 株式-IT | 0.76% | -0.34% | -1.31% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.75% | — | -4.35% | |
| 25 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.75% | — | +95.19% | |
| 26 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.73% | — | +106.88% | |
| 27 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 0.70% | -0.44% | -5.02% | |
| 28 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.68% | — | +115.84% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.66% | +0.12% | -4.64% | |
| 30 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.63% | — | -3.73% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.61% | — | +41.06% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | +0.83% | -0.07% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.59% | — | -16.60% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | -11.50% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.48% | — | -0.40% | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.47% | — | -18.42% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.45% | +0.20% | -4.88% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.45% | +0.01% | -4.79% | |
| 39 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.44% | — | +2.65% | |
| 40 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.43% | +0.02% | +5.22% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.42% | — | +14.50% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | +2.86% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -1.23% | |
| 44 | ✓ | Cyberark Software LTD | 株式-その他 | 0.41% | — | -0.42% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.41% | +0.21% | -3.24% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.38% | +0.47% | -4.90% | |
| 47 | VUG | Vanguard Growth ETF | ETF-その他 | 0.37% | +0.11% | — | |
| 48 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.37% | — | -2.20% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | +0.94% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | -1.49% |