CIK: 0001616654
申告総資産額
$15.2億
上位200銘柄を表示中（全2567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 | 3.12% | — | +0.87% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 3.05% | — | +6.73% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.24% | — | -5.80% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.74% | — | -5.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | — | +13.17% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.38% | — | -0.40% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | — | -1.41% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.99% | — | -7.58% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.96% | — | +3.56% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.91% | — | +8.60% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.90% | — | +1.77% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.82% | — | +50.21% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +0.95% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | — | -15.62% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.78% | — | +5.75% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | -7.03% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | — | +0.88% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.66% | — | -13.40% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | +12.83% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.62% | — | +0.30% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.60% | — | -7.59% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +6.33% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | -15.55% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | -8.02% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.51% | — | +4.34% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | -15.22% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.49% | — | +22.38% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.47% | — | +6.74% | |
| 29 | VFH | Vanguard Financials ETF | ETF-その他 | 0.47% | — | +0.49% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | — | -13.71% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | +27.78% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.46% | — | -3.11% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.45% | — | -9.68% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | -3.63% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.44% | — | +3.27% | |
| 36 | VDE | Vanguard Energy ETF | ETF-その他 | 0.44% | — | -6.11% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.42% | — | +1.67% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | — | +1.33% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +2.07% | |
| 40 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.40% | — | +21.19% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.40% | — | +3.06% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.39% | — | +36.46% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | — | +16.34% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | — | +3.71% | |
| 45 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.39% | — | +7.26% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | +2.09% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.38% | — | +18.48% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.37% | — | +9.74% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -0.88% | |
| 50 | VAW | Vanguard Materials ETF | ETF-その他 | 0.37% | — | +4.18% |