CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全2359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 | 7.70% | +2.08% | -1.71% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.87% | -0.10% | -9.15% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.63% | — | +0.86% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.77% | -0.34% | -1.17% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.55% | -3.48% | +428.64% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.44% | — | +16.17% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | -0.16% | +0.68% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.28% | — | -7.29% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.64% | — | -4.15% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.63% | — | -3.36% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.62% | +0.11% | +11.67% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.57% | -0.66% | +1.41% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.54% | — | -4.80% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | +0.70% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | +3019.05% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.06% | — | -16.45% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.05% | — | +565.56% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.09% | +3.79% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.12% | +16.67% | |
| 20 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.93% | — | +1695.27% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.88% | — | — | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.86% | — | +2.44% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.85% | — | +306.81% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | -0.15% | +3.36% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | +4.09% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | — | -0.68% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | — | -10.58% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | -11.02% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.21% | +3.98% | |
| 30 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.65% | — | +3731.80% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | -10.01% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.09% | -5.26% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.62% | — | -2.65% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | — | +0.00% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +1.87% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.11% | -1.06% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +2.58% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | -0.07% | +4.23% | |
| 39 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.47% | — | -3.68% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.46% | — | +13.14% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.44% | — | -4.26% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.43% | -0.12% | +2.33% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.43% | — | +2.60% | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | — | -4.31% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.05% | -6.20% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.41% | +0.10% | +227.01% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | +0.10% | +11.24% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | -0.34% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | +5.77% | |
| 50 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.37% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +2% | +428.64% | 増加 |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +1% | +3019.05% | 増加 |
| 3 | MTUM | Ishares Msci USA Momentum Fa | +0.9% | +565.56% | 増加 |
| 4 | IXN | Ishares Global Tech ETF | +0.9% | +1695.27% | 増加 |
| 5 | LRGF | Ishares US Equity Factor ETF | +0.6% | +3731.80% | 増加 |
| 6 | MINT | Pimco Enhanced Short Maturit | +0.6% | +306.81% | 増加 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.3% | +227.01% | 増加 |
| 8 | DSI | Ishares Esg Msci Kld 400 ETF | +0.3% | +11216.94% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +16.67% | 増加 |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +339.96% | 増加 |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +1173.49% | 増加 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.1% | +16.17% | 増加 |
| 13 | P | Everpure Inc-a | +0.1% | +12373.86% | 増加 |
| 14 | MUB | Ishares National Muni Bond E | +0.1% | +88.23% | 増加 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +42.56% | 増加 |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +12.63% | 増加 |
| 17 | COST | Costco Wholesale CORP | 0% | +11.24% | 増加 |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | +27.04% | 増加 |
| 19 | WFC | Wells Fargo & Co | 0% | +30.00% | 増加 |
| 20 | NFLX | Netflix INC | 0% | -2.65% | 減少 |
| 21 | CSCO | Cisco Systems INC | 0% | +2.58% | 増加 |
| 22 | PYPL | Paypal Holdings INC | 0% | +2.60% | 増加 |
| 23 | FTEC | Fidelity Msci Info Tech Indx | — | +2.44% | 増加 |
| 24 | V | Visa Inc-class A Shares | 0% | +3.79% | 増加 |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | +11.67% | 増加 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.09% | 増加 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +3.98% | 増加 |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | +0.00% | 増加 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.36% | 増加 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.68% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.1% | +1.41% | 増加 |
| 32 | AMZN | Amazon.com INC | -0.1% | +0.68% | 増加 |
| 33 | AAPL | Apple INC | -0.1% | -1.17% | 減少 |
| 34 | SCHO | Schwab Short-term US Treas | -0.1% | -99.88% | 減少 |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | -44.35% | 減少 |
| 36 | VO | Vanguard Mid-cap ETF | -0.2% | -3.36% | 減少 |
| 37 | JPST | Jpmorgan Ultra-short Income | -0.2% | -55.22% | 減少 |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -4.80% | 減少 |
| 39 | VB | Vanguard Small-cap ETF | -0.4% | -7.29% | 減少 |
| 40 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +0.86% | 増加 |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.5% | -16.45% | 減少 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.9% | -1.71% | 減少 |
| 43 | VV | Vanguard Large-cap ETF | -1% | -9.15% | 減少 |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | 新規購入 |
| 45 | QTEC | First Trust Nasdq 100 Tech I | — | NEW | 新規購入 |
| 46 | USMF | Wisdomtree US Multifactor Fu | — | NEW | 新規購入 |
| 47 | ✓ | Put (spy) Spdr S&p 500 ETF Trust 01/17/2020 Usd264 | — | NEW | 新規購入 |
| 48 | ✓ | Put (spy) Spdr S&p 500 ETF Trust 03/20/2020 Usd270 | — | NEW | 新規購入 |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | EXIT | 全売却 |
| 50 | ✓ | Put (spy) Spdr S&p 500 ETF Trust 01/17/2020 Usd270 | — | NEW | 新規購入 |