CIK: 0001655006
申告総資産額
$17.4億
上位200銘柄を表示中（全376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 | MSFT | Microsoft CORP | 株式-IT | 7.58% | -1.53% | +4.29% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 2.96% | — | +9.48% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.90% | -0.15% | +8.91% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.37% | — | -5.34% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 2.20% | -0.07% | +13.22% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.09% | -0.28% | +3.20% | |
| 7 | BTZ | Blackrock Credit Allocation | 株式-その他 | 1.83% | — | -0.26% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.80% | -0.42% | +3.26% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.77% | — | +4.39% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.75% | — | -2.16% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | — | +1.58% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | -0.45% | -1.89% | |
| 13 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.48% | — | -3.99% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.46% | — | -10.29% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.33% | -0.14% | -4.57% | |
| 16 | USB | US Bancorp | 株式-金融 | 1.33% | — | — | |
| 17 | FLC | Flaherty & Crumrine Ttl Rtrn | 株式-その他 | 1.27% | — | -0.32% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.12% | -0.08% | +13.03% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.10% | — | -3.36% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.09% | — | -0.37% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.02% | — | +1.31% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.02% | — | +1.36% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.01% | — | -0.02% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | — | +0.02% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.81% | — | +2.52% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | +8.34% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | +0.61% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.67% | — | -1.20% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | +4.35% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | +0.34% | -2.10% | |
| 31 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.62% | — | -1.24% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | -0.42% | |
| 33 | RITM | Rithm Capital CORP | 株式-不動産 | 0.61% | — | +1.06% | |
| 34 | ERC | Allspring Multi-sector INC | 株式-その他 | 0.60% | — | +0.06% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.59% | — | +0.22% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | +254.41% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | -3.32% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | +31.71% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +11.80% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | +5.82% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.51% | — | +1.06% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | — | +49.32% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.49% | — | -1.48% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.48% | — | +0.07% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | +12.19% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | +0.23% | +2.53% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.46% | — | +204.85% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | +6.52% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | -1.03% | |
| 50 | PCAR | Paccar INC | 株式-資本財 | 0.44% | — | -0.66% |