CIK: 0001655006
申告総資産額
$17.4億
上位200銘柄を表示中（全394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 | 7.51% | -1.53% | +1.42% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.02% | — | +19.71% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 2.91% | — | +3.99% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 2.79% | -0.15% | +0.65% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.99% | — | +12.31% | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 1.93% | -0.07% | -10.38% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.90% | -0.28% | -3.95% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.89% | -0.42% | +10.32% | |
| 9 | BTZ | Blackrock Credit Allocation | 株式-その他 | 1.77% | — | -2.15% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.73% | — | +4.45% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.46% | — | -0.35% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.43% | — | +2.09% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.45% | +2.49% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | — | -6.73% | |
| 15 | FLC | Flaherty & Crumrine Ttl Rtrn | 株式-その他 | 1.31% | — | -0.57% | |
| 16 | USB | US Bancorp | 株式-金融 | 1.31% | — | -0.17% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.26% | -0.14% | -0.87% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.21% | — | +16.32% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.09% | — | +5.68% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.99% | -0.08% | -4.46% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.96% | — | -1.36% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | +87.74% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.93% | — | -9.94% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.88% | — | +4.16% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | -8.45% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.82% | — | +5.91% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | +0.34% | +0.68% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.29% | +87.51% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | — | +9.45% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | +3.98% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | -0.96% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | -4.42% | |
| 33 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.61% | — | -1.04% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | — | -3.92% | |
| 35 | RITM | Rithm Capital CORP | 株式-不動産 | 0.58% | — | -1.63% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.58% | — | +22.39% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +31.68% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.56% | — | +1.29% | |
| 39 | ERC | Allspring Multi-sector INC | 株式-その他 | 0.55% | — | -0.40% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.54% | — | +9.03% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | +19.19% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.51% | — | +2.16% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | — | +4.31% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | +0.23% | -0.23% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.48% | — | +11.34% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | -12.40% | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.48% | — | +2.03% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | +31.38% | |
| 49 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.46% | — | -2.32% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.42% | — | +55.83% |