CIK: 0001690370
申告総資産額
$102.3億
上位200銘柄を表示中（全600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 | 4.09% | -0.35% | +6.47% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.72% | -0.17% | +10.83% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.63% | — | +6.87% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.27% | -0.16% | +4.59% | |
| 5 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 2.99% | — | +5.85% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.93% | — | +13.51% | |
| 7 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 2.81% | -0.08% | +14.82% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.63% | -0.09% | +0.85% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.33% | -0.09% | +14.73% | |
| 10 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.70% | — | +21.24% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.70% | — | +0.42% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.66% | — | -5.35% | |
| 13 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.40% | — | +27.56% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.36% | +3.13% | |
| 15 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.25% | — | +17.40% | |
| 16 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 1.21% | — | +22.19% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | — | +2.30% | |
| 18 | TAXF | American Century Diver Muni | ETF-その他 | 1.05% | — | +14.22% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.99% | — | +2.44% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.92% | +0.06% | +2.92% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +1.50% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | +1.38% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | +3.07% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.83% | -0.15% | -6.59% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | +5.40% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.78% | — | +52.39% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | — | +7.78% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.71% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | +6.21% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | +5.98% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | +5.81% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | -0.44% | -1.12% | |
| 33 | TEI | Templeton Emrg Mkts INC | 株式-その他 | 0.63% | — | +1.73% | |
| 34 | ✓ | 株式-その他 | 0.61% | — | — | ||
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.60% | — | +4.43% | |
| 36 | EXK | Exact Sciences CORP | 株式-素材 | 0.58% | -0.08% | EXIT | |
| 37 | LITE | Lumentum Holdings INC | 株式-IT | 0.57% | — | +1.38% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | +10.73% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.55% | — | +5.58% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.53% | -0.13% | +1.98% | |
| 41 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.51% | — | -2.11% | |
| 42 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.50% | — | +11.16% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | +5.84% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.49% | — | -0.48% | |
| 45 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.49% | — | -1.46% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | +5.33% | |
| 47 | VMI | Valmont Industries | 株式-資本財 | 0.49% | — | — | |
| 48 | CERNCHF | Cerner CORP | 株式-その他 | 0.48% | — | +10.72% | |
| 49 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.46% | — | +0.57% | |
| 50 | APO | Apollo Global Management, Inc. | 株式-金融 | 0.42% | — | +1.04% |