CIK: 0001616654
申告総資産額
$15.2億
上位200銘柄を表示中（全2389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 | AAPL | Apple INC | 株式-IT | 3.62% | — | -0.15% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 3.21% | — | -3.39% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.43% | — | -5.26% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.96% | — | -1.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.43% | — | +3.32% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.41% | — | -1.93% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | — | +3.09% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | — | +4.31% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.02% | — | +15.72% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | +47.04% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.95% | — | -7.39% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | +11.90% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | +4.69% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +5.21% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.75% | — | +107.20% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.73% | — | -4.53% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | — | -29.15% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | -3.56% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.67% | — | -3.17% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +5.84% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.61% | — | +0.16% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | — | +0.75% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +3.08% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | +4.90% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | +211.52% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | +3.66% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | +63.16% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.51% | — | -8.50% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.51% | — | +34.02% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.50% | — | -1.47% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.49% | — | +165.05% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | — | +6.10% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.46% | — | +7.35% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | -22.50% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.45% | — | -8.02% | |
| 36 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.45% | — | -5.18% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.44% | — | -8.37% | |
| 38 | VFH | Vanguard Financials ETF | ETF-その他 | 0.44% | — | -16.91% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.44% | — | +18.15% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.43% | — | -6.16% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.41% | — | +6.16% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | +6.49% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.41% | — | -24.03% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | -6.64% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.39% | — | -7.52% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | +3.58% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.38% | — | +8.28% | |
| 48 | VDE | Vanguard Energy ETF | ETF-その他 | 0.38% | — | -11.82% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | -3.16% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.38% | — | -13.93% |