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 | 20.28% | -4.03% | -13.91% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 10.63% | -1.39% | -0.52% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 5.92% | -1.13% | -6.78% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.97% | -1.30% | +0.10% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.06% | -0.48% | +5.02% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 2.85% | -0.36% | -3.87% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.82% | +1.04% | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.79% | — | +4.74% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.47% | -0.82% | -8.84% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.37% | — | -0.82% | |
| 11 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 2.27% | — | +0.17% | |
| 12 | URA | Global X Uranium ETF | ETF-その他 | 1.62% | — | -5.22% | |
| 13 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.41% | -0.13% | +14.44% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.40% | — | +1.97% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.33% | — | +2.79% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | -0.10% | -10.09% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.11% | — | -2.00% | |
| 18 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.08% | — | +27.41% | |
| 19 | FLIN | Franklin Ftse India ETF | ETF-その他 | 0.99% | +0.06% | +10.89% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.95% | +0.33% | — | |
| 21 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.85% | — | +2.57% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.80% | — | -3.07% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.73% | +0.01% | +19.23% | |
| 24 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.72% | +0.02% | +13.18% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.70% | — | -0.09% | |
| 26 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.70% | — | -2.03% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.64% | — | -2.51% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.63% | +0.12% | +2.51% | |
| 29 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.62% | — | +0.30% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | +0.11% | +17.33% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | +0.83% | +0.91% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.59% | — | +115.10% | |
| 33 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 0.59% | -0.44% | -14.86% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.59% | — | -1.49% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.59% | — | -2.54% | |
| 36 | AXON | Axon Enterprise INC | 株式-資本財 | 0.53% | — | -1.12% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | -6.15% | |
| 38 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.50% | +0.25% | +306.31% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | -0.35% | -49.49% | |
| 40 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.49% | +0.25% | +260.69% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | -7.05% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.46% | +0.20% | -6.47% | |
| 43 | IDCC | Interdigital INC | 株式-IT | 0.46% | -0.34% | -49.33% | |
| 44 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.45% | +0.26% | — | |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.44% | — | -4.72% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.44% | — | -3.95% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | -5.87% | |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.40% | — | -2.26% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | -6.52% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.40% | +0.47% | +5.85% |