CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全2622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 | 11.51% | -3.48% | +39.97% | |
| 2 | CVBF | Cvb Financial CORP | 株式-その他 | 6.34% | — | +2180460.89% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.93% | -0.66% | +3.40% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.93% | -0.10% | +60.91% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.52% | — | +21.54% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.48% | -0.34% | +7.55% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.46% | -0.10% | -4.70% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.40% | — | +40.92% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.26% | +0.10% | +10.31% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.06% | -0.16% | +9.80% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.98% | +2.08% | -16.02% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.48% | — | +5.32% | |
| 13 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.35% | +0.41% | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.12% | +0.11% | +19.63% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | +17.23% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | +4.75% | |
| 17 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 0.92% | — | +37.48% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.86% | — | +6687.78% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.86% | — | -10.36% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.09% | +1.55% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.77% | — | +17.92% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | — | -4.16% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | — | -8.19% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.15% | +11.16% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | — | -9.48% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.12% | -2.86% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.63% | — | -42.32% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.62% | — | +46.39% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | +8.85% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.21% | +4.00% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.55% | — | +10.09% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | — | -64.37% | |
| 33 | UBER | Uber Technologies INC | 株式-資本財 | 0.50% | -0.06% | +40.74% | |
| 34 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.47% | — | +122927.51% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | — | +17.46% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | +5.29% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | — | -3.46% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | -52.04% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | -4.96% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -20.26% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.10% | +9.63% | |
| 42 | MBB | Ishares Mbs ETF | ETF-その他 | 0.40% | — | -26.74% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.05% | +15.98% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.37% | — | -5.17% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.35% | — | -61.30% | |
| 46 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.35% | — | -52.09% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.34% | -0.12% | +22.36% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.34% | — | +60.99% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.33% | — | -16.07% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.32% | — | +11.65% |