CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全2610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 | 12.57% | -3.48% | +11.55% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.80% | -0.66% | -6.32% | |
| 3 | CVBF | Cvb Financial CORP | 株式-その他 | 4.77% | — | +0.00% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.09% | -0.34% | +7.75% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.49% | -0.10% | +4.08% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.49% | -0.16% | +5.77% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.18% | — | +11912.51% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.90% | — | -16.71% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.83% | +0.10% | -2.07% | |
| 10 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.72% | — | +11.64% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.66% | +2.08% | -13.11% | |
| 12 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.54% | +0.41% | -0.10% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.29% | — | -33.14% | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.28% | — | — | |
| 15 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.24% | — | +7692.39% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.23% | — | +13.70% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.21% | +0.11% | +14.00% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | — | +19.79% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.88% | — | +0.96% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.84% | — | +15.37% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.09% | -0.32% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.12% | +6.64% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.15% | +5.86% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.74% | -0.10% | -73.67% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.73% | — | -4.72% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.70% | — | +367.55% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | — | +0.54% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.60% | — | -6.14% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | -1.60% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.21% | +0.71% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.54% | — | +162.66% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | -6.59% | |
| 33 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.53% | — | -0.05% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.52% | — | +1.50% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.47% | — | +1.79% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | — | +2.85% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | -38.69% | |
| 38 | UBER | Uber Technologies INC | 株式-資本財 | 0.46% | -0.06% | +1.95% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.45% | — | -9.18% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.45% | — | +57.92% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.43% | -0.12% | +19.89% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | — | -8.11% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | +0.10% | +17.36% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | +8.44% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | -2.19% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.38% | — | +49.40% | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.37% | — | +0.51% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.37% | — | -25.85% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.37% | — | +1.06% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.05% | -0.92% |