CIK: 0001690370
申告総資産額
$102.3億
上位200銘柄を表示中（全1357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 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.41% | — | +19.25% | |
| 2 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 5.15% | — | +15.42% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.84% | -0.17% | +18.21% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.78% | -0.09% | +22.06% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.63% | -0.35% | -22.16% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.45% | -0.16% | +19.27% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.24% | — | — | |
| 8 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.22% | — | -19.09% | |
| 9 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 2.06% | — | +36.09% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.99% | -0.15% | +460.72% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 1.92% | — | +19.04% | |
| 12 | VMI | Valmont Industries | 株式-資本財 | 1.77% | — | — | |
| 13 | AAPL | Apple INC | 株式-IT | 1.57% | -0.09% | +13.95% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.40% | — | -2.76% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | +4.04% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | -6.57% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.00% | — | +23.43% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | — | +10.18% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 0.89% | — | +0.45% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.89% | — | +17.84% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +24.74% | |
| 22 | COP | Conocophillips | 株式-エネルギー | 0.83% | — | -1.58% | |
| 23 | IDV | Ishares International Select | ETF-その他 | 0.82% | — | +1.32% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | +12.39% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.76% | — | -2.17% | |
| 26 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.76% | — | +0.48% | |
| 27 | CERNCHF | Cerner CORP | 株式-その他 | 0.75% | — | +24.96% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.73% | — | +29.22% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | -0.91% | |
| 30 | ✓ | 株式-その他 | 0.65% | — | +24.49% | ||
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | -1.44% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.64% | — | +33.18% | |
| 33 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.62% | — | +0.64% | |
| 34 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.62% | — | -51.76% | |
| 35 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.61% | — | +8.12% | |
| 36 | PSX | Phillips 66 | 株式-エネルギー | 0.60% | — | -0.79% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.56% | — | +23.07% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +115.17% | |
| 39 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.53% | — | -5.18% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.51% | — | -2.03% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.51% | — | -1.34% | |
| 42 | SBNY | Signature Bank | 株式-金融 | 0.51% | — | +3570.98% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.49% | — | -29.50% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | +0.60% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | -36.29% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | -6.44% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | +0.06% | +66.70% | |
| 48 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.44% | — | +0.80% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | -0.44% | +3.00% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | -0.80% |