CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全2228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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.84% | +2.08% | -0.15% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.17% | -0.10% | +10.11% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.03% | — | +5.62% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.58% | -0.34% | -0.91% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.56% | — | +9.17% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.18% | — | +2.19% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.86% | — | -0.88% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.16% | +1.80% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.53% | — | +20.39% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | +0.09% | +1.38% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | -0.12% | +4.84% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | — | +5.33% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.03% | — | +24.12% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | +3.82% | |
| 15 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.00% | — | +0.42% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.09% | +0.90% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.87% | — | +6.99% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.85% | — | -2.80% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.79% | — | -2.02% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.66% | +11.32% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.74% | — | -8.50% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.05% | +1.96% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | -0.15% | +9.83% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.66% | — | +20.70% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +15.65% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.63% | — | +0.14% | |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.63% | — | +21.14% | |
| 28 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.63% | — | +0.01% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.60% | — | +17.23% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.59% | — | -5.00% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.21% | +8.37% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.55% | — | +30.93% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | -3.09% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.11% | +4.08% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | — | +3.48% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | +1.73% | |
| 37 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.53% | — | +7.35% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | — | +86.72% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | -0.07% | +2.38% | |
| 40 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.49% | — | +7.71% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | -0.51% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.48% | — | -2.65% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.46% | — | +3.18% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.45% | — | +18.01% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.44% | — | -8.67% | |
| 46 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.44% | — | +1.44% | |
| 47 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.43% | — | +1.14% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | -15.21% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | -2.84% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.40% | +0.11% | +6.19% |