CIK: 0001690370
申告総資産額
$102.3億
上位200銘柄を表示中（全646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 | 7.78% | -0.35% | +146.34% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.56% | -0.17% | +30.82% | |
| 3 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 4.52% | — | +9347.18% | |
| 4 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 3.92% | -0.08% | +37.44% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.10% | — | +4.64% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.91% | — | -0.04% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.87% | -0.16% | -0.61% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.79% | -0.09% | +17.40% | |
| 9 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 2.70% | — | +7.54% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.47% | -0.09% | -5.45% | |
| 11 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 2.36% | — | — | |
| 12 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.67% | — | -2.11% | |
| 13 | AVDE | Avantis International Equity | ETF-その他 | 1.54% | -0.11% | — | |
| 14 | TAXF | American Century Diver Muni | ETF-その他 | 1.48% | — | +59.86% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.44% | — | -2.64% | |
| 16 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 1.26% | — | +10.42% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.98% | -0.36% | +1.24% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.92% | — | -4.45% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.91% | — | +8.33% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.91% | — | -0.90% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | +3.75% | |
| 22 | ARKK | Ark Innovation ETF | ETF-その他 | 0.84% | — | +1792.45% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.78% | +0.06% | +15.83% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +5.34% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | — | +6.46% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | — | +4.55% | |
| 27 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.68% | — | +43.35% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.66% | — | -6.21% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | — | -1.78% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -2.37% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.60% | — | -16.04% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | -0.09% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.44% | -0.04% | |
| 34 | VMI | Valmont Industries | 株式-資本財 | 0.56% | — | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | — | +1.63% | |
| 36 | EXK | Exact Sciences CORP | 株式-素材 | 0.55% | -0.08% | EXIT | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.54% | — | -2.78% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | +7.19% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.51% | — | -9.68% | |
| 40 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.49% | — | -71.84% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.49% | — | -6.09% | |
| 42 | LITE | Lumentum Holdings INC | 株式-IT | 0.48% | — | -0.05% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.46% | -0.15% | -14.23% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.46% | -0.13% | +290.42% | |
| 45 | CERNCHF | Cerner CORP | 株式-その他 | 0.45% | — | +6.75% | |
| 46 | TEI | Templeton Emrg Mkts INC | 株式-その他 | 0.44% | — | -1.03% | |
| 47 | SBNY | Signature Bank | 株式-金融 | 0.41% | — | +11.40% | |
| 48 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.40% | — | -3.16% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.39% | — | -4.61% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | +259.32% |