CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全2454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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.61% | -3.48% | +18.85% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.80% | -0.66% | +1.31% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.20% | -0.10% | -3.61% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.90% | +2.08% | -6.10% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.66% | — | +114.98% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.18% | -0.34% | -5.12% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.13% | +0.10% | +33.28% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.06% | — | +12.80% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | -0.16% | +1.64% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.58% | — | -10.35% | |
| 11 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.55% | +0.41% | +49048.12% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.45% | — | -5.75% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.41% | — | -3.29% | |
| 14 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.27% | — | +11.66% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.14% | +0.11% | +0.63% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.13% | — | -0.88% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.11% | — | -1.97% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.10% | -0.10% | +29.89% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | -2.54% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | -0.09% | +4.80% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | -19.41% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.81% | — | +3.17% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.80% | — | +42.47% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.77% | — | -10.82% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.12% | +2.00% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | — | +286.44% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.15% | +2.64% | |
| 28 | MBB | Ishares Mbs ETF | ETF-その他 | 0.67% | — | +129.67% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +9.94% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | +14.70% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | — | +96.34% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.21% | +1.62% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | +3.88% | |
| 34 | ✓ | Nanometrics INC Com | 株式-その他 | 0.57% | — | +30.36% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +3.64% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | — | +7.89% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | +6.17% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.48% | — | +391.27% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.48% | — | -34.25% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.47% | — | +1.43% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +7.61% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | -0.07% | +4.76% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.44% | — | -16.99% | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | — | +13.06% | |
| 45 | LYFT | Lyft Inc-a | 株式-IT | 0.41% | — | +20263.53% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | +0.11% | -0.21% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +5.86% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | +0.10% | +7.78% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.09% | -6.99% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +9.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CORT | Corcept Therapeutics INC | +1.6% | +49048.12% | 増加 |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +1.3% | +114.98% | 増加 |
| 3 | VTV | Vanguard Value ETF | +0.5% | +286.44% | 増加 |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.4% | +18.85% | 増加 |
| 5 | LYFT | Lyft Inc-a | +0.4% | +20263.53% | 増加 |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.4% | +391.27% | 増加 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.3% | +33.28% | 増加 |
| 8 | MBB | Ishares Mbs ETF | +0.3% | +129.67% | 増加 |
| 9 | IWD | Ishares Russell 1000 Value E | +0.3% | +96.34% | 増加 |
| 10 | VXUS | Vanguard Total Intl Stock | +0.2% | +1373.07% | 増加 |
| 11 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +42.47% | 増加 |
| 12 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +1279.90% | 増加 |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +199.70% | 増加 |
| 14 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +29.89% | 増加 |
| 15 | EFA | Ishares Msci Eafe ETF | +0.2% | +129.35% | 増加 |
| 16 | ESGV | Vanguard Esg US Stock ETF | +0.2% | +616.14% | 増加 |
| 17 | VNQ | Vanguard Real Estate ETF | +0.1% | +77.08% | 増加 |
| 18 | VCIT | Vanguard Int-term Corporate | +0.1% | +604.21% | 増加 |
| 19 | IWN | Ishares Russell 2000 Value E | +0.1% | +236.03% | 増加 |
| 20 | IVE | Ishares S&p 500 Value ETF | +0.1% | +236.60% | 増加 |
| 21 | VT | Vanguard Tot World Stk ETF | +0.1% | +1211.04% | 増加 |
| 22 | CMF | Ishares California Muni Bond | +0.1% | +108.03% | 増加 |
| 23 | FIS | Fidelity National Info Serv | +0.1% | +166.10% | 増加 |
| 24 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +710.46% | 増加 |
| 25 | AMLPUSD | Alerian Mlp ETF | +0.1% | +402.62% | 増加 |
| 26 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +342.60% | 増加 |
| 27 | MUB | Ishares National Muni Bond E | +0.1% | +51.75% | 増加 |
| 28 | ✓ | Nanometrics INC Com | 0% | +30.36% | 増加 |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | +14.70% | 増加 |
| 30 | IXN | Ishares Global Tech ETF | 0% | +11.66% | 増加 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +2.64% | 増加 |
| 32 | GOOG | Alphabet Inc-cl C | — | +1.62% | 増加 |
| 33 | MTUM | Ishares Msci USA Momentum Fa | 0% | +12.80% | 増加 |
| 34 | H | Hyatt Hotels CORP - Cl A | -0.1% | -98.82% | 減少 |
| 35 | AAPL | Apple INC | -0.1% | -5.12% | 減少 |
| 36 | MINT | Pimco Enhanced Short Maturit | -0.2% | -16.99% | 減少 |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.2% | -10.82% | 減少 |
| 38 | NFLX | Netflix INC | -0.2% | -7.89% | 減少 |
| 39 | VB | Vanguard Small-cap ETF | -0.3% | -3.29% | 減少 |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -34.25% | 減少 |
| 41 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -5.75% | 減少 |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.4% | -19.41% | 減少 |
| 43 | AMZN | Amazon.com INC | -0.4% | +1.64% | 増加 |
| 44 | MSFT | Microsoft CORP | -0.4% | +1.31% | 増加 |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.4% | -10.35% | 減少 |
| 46 | VV | Vanguard Large-cap ETF | -0.5% | -3.61% | 減少 |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.6% | -6.10% | 減少 |
| 48 | WP | Worldpay Inc-class A | — | EXIT | 全売却 |
| 49 | ✓ | Put (fis1) Fidelity Natl Informat 01/17/2020 @ $110 | — | NEW | 新規購入 |
| 50 | ✓ | Put (spy) Spdr S&p 500 ETF Trust 01/17/2020 Usd264 | — | EXIT | 全売却 |