CIK: 0001655006
申告総資産額
$17.4億
上位200銘柄を表示中（全499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 | 6.33% | -1.53% | -22.64% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.76% | — | +3.36% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.53% | -0.42% | -18.58% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.42% | -0.28% | +2.30% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.22% | -0.15% | -34.29% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.18% | — | +4.45% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.05% | — | +6.74% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.64% | +0.29% | +0.72% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.45% | -0.08% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.49% | -0.13% | +11.13% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.24% | +0.22% | +6.82% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.21% | — | -0.80% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | +0.23% | +2.19% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.99% | — | +65.84% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.97% | — | +2365.19% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | — | -2.24% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | — | +0.76% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.85% | — | -13.76% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.84% | -0.14% | -51.72% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | -28.64% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.82% | +0.20% | -12.66% | |
| 22 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.80% | — | -7.77% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.79% | — | -67.50% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.74% | — | +80.88% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.67% | — | +23.71% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.66% | — | -42.17% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.65% | — | +13.28% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | -0.10% | -14.64% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | +56.27% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.61% | — | -1.24% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | -16.38% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.54% | — | +1.10% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.53% | — | -4.43% | |
| 34 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.53% | +0.11% | -2.55% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | — | +3.50% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | — | -9.90% | |
| 37 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.51% | — | -0.23% | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.51% | — | +273.11% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.50% | -0.07% | +4.37% | |
| 40 | AMD | Advanced Micro Devices | 株式-IT | 0.50% | — | +394.28% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.49% | — | +92.15% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.48% | — | -12.54% | |
| 43 | AVXL | Anavex Life Sciences CORP | 株式-その他 | 0.48% | -0.24% | EXIT | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.48% | — | -1.14% | |
| 45 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.46% | — | +5.36% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | — | -0.36% | |
| 47 | DVN | Devon Energy CORP | 株式-エネルギー | 0.46% | — | +31.70% | |
| 48 | TT | Trane Technologies plc | 株式-資本財 | 0.46% | — | -9.79% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.46% | — | +37.45% | |
| 50 | EXE | Expand Energy CORP | 株式-エネルギー | 0.45% | — | +3.52% |