CIK: 0001655006
申告総資産額
$17.4億
上位200銘柄を表示中（全593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 | 6.65% | -1.53% | -3.20% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.30% | — | -9.36% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.36% | -0.15% | -1.74% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | -0.45% | +3.93% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.15% | -0.28% | -11.72% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.11% | — | +0.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.90% | -0.42% | -33.64% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 1.85% | — | -1.84% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.70% | -0.14% | +0.12% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.56% | -0.13% | -6.36% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | — | -12.33% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.36% | +0.14% | +3.55% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | — | -1.30% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.19% | +0.22% | +0.64% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | -0.12% | +0.12% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.95% | — | +1.35% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.29% | -3.49% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.87% | — | +2.21% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.83% | — | -0.25% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | +0.23% | -3.66% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | — | +2.07% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.81% | — | +1.93% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.77% | — | +0.67% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | +5.01% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.72% | — | +8.13% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | — | +18.46% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | +60.28% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.71% | +0.20% | +3.23% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | -19.57% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.67% | — | +4.10% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | — | -0.26% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | -0.10% | +3.87% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | — | -1.83% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.62% | — | -0.30% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | — | +10.08% | |
| 36 | AVXL | Anavex Life Sciences CORP | 株式-その他 | 0.61% | -0.24% | EXIT | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | -0.05% | -53.86% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.59% | — | -3.67% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.56% | — | +3.01% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | -3.90% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.52% | -0.08% | -0.61% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | +10.17% | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.49% | — | +11.13% | |
| 44 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.49% | — | +0.41% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.49% | — | +1.67% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | -22.66% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.45% | — | -8.98% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.43% | — | +19.59% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | +2.70% | |
| 50 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.43% | — | +4.86% |