CIK: 0001602905
申告総資産額
$22.8億
上位200銘柄を表示中（全911銘柄）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 21.98% | -3.48% | +1.50% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 7.38% | -1.20% | +64.76% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 7.21% | -1.36% | +6.47% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.69% | — | -0.30% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.85% | -0.77% | +5.96% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.56% | -0.49% | +0.88% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.27% | — | +2.06% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.93% | — | +2.74% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.83% | -0.65% | -2.02% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.72% | — | +1.10% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.55% | -0.27% | +2.52% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.42% | — | +3.15% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.45% | -0.12% | -0.22% | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 1.14% | -0.03% | +1.10% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.12% | — | +3.96% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.09% | -0.31% | -3.12% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | -0.06% | -0.55% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | -0.23% | +2.11% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.27% | +0.57% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.97% | — | -0.01% | |
| 21 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.77% | — | +2.75% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | -0.23% | +0.05% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | +0.19% | +0.96% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.48% | — | -5.48% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.45% | -0.16% | -79.28% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.41% | — | +1.45% | |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.31% | — | +11.29% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | +1.83% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | — | +0.23% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.28% | -0.13% | -9.50% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | — | +12.22% | |
| 32 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.26% | — | +1.35% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.25% | -0.02% | +5.00% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.24% | — | +1.37% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | +2.80% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | — | -5.20% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.23% | -0.48% | -0.59% | |
| 38 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.22% | — | -31.63% | |
| 39 | MVIS | Microvision INC | 株式-その他 | 0.22% | — | +2.75% | |
| 40 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.22% | — | +1.60% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | +5.95% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | — | +7.69% | |
| 43 | HLMN | Hillman Solutions CORP | 株式-その他 | 0.21% | — | — | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.04% | +21.87% | |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.20% | +0.45% | NEW | |
| 46 | MCO | Moody's CORP | 株式-金融 | 0.19% | — | +26.48% | |
| 47 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 0.18% | +0.13% | +1.59% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | -0.33% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.18% | — | -1.24% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.06% | +1.58% |