CIK: 0001690370
申告総資産額
$102.3億
上位200銘柄を表示中（全533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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.86% | -0.35% | -40.06% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.83% | — | -38.53% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.54% | — | -34.67% | |
| 4 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 3.48% | -0.08% | -43.82% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.42% | -0.17% | -43.08% | |
| 6 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 3.13% | — | -41.60% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.04% | -0.09% | -38.55% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.92% | -0.16% | -41.75% | |
| 9 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.87% | — | -40.55% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.85% | -0.09% | -22.29% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.65% | — | +41.30% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.64% | — | -39.39% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.47% | +0.06% | -35.12% | |
| 14 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.34% | — | -41.54% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.26% | — | -10.49% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | — | +53.68% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.36% | +7.57% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.95% | — | — | |
| 19 | ✓ | Amarin Corp PLC | 株式-その他 | 0.94% | — | +2613.13% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | — | +6.29% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.86% | — | +60.61% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | +27.37% | |
| 23 | TEI | Templeton Emrg Mkts INC | 株式-その他 | 0.79% | — | +8.35% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | -26.91% | |
| 25 | EXK | Exact Sciences CORP | 株式-素材 | 0.75% | -0.08% | EXIT | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.70% | — | -16.40% | |
| 27 | VMI | Valmont Industries | 株式-資本財 | 0.68% | — | — | |
| 28 | SUB | Ishares Short-term National | ETF-その他 | 0.67% | — | +100.75% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +55.38% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.64% | — | -23.77% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.63% | — | -33.64% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | — | -25.02% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.59% | — | -49.99% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.58% | — | +1.94% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.57% | — | +35.97% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | — | +27.79% | |
| 37 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.54% | — | +0.31% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.54% | — | +549.23% | |
| 39 | APO | Apollo Global Management, Inc. | 株式-金融 | 0.53% | — | +7.78% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.44% | +37.71% | |
| 41 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.52% | — | -28.00% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | -44.66% | |
| 43 | CERNCHF | Cerner CORP | 株式-その他 | 0.48% | — | -43.30% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.47% | -0.15% | -29.72% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | — | +893.36% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.46% | — | +1.76% | |
| 47 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 0.46% | — | -4.24% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | +18.00% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.45% | — | +11.65% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | -17.22% |