CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3240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 | 13.11% | -3.48% | +7.97% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.57% | -0.34% | +8.43% | |
| 3 | CVBF | Cvb Financial CORP | 株式-その他 | 3.24% | — | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.82% | — | +52.69% | |
| 5 | OKTA | Okta INC | 株式-IT | 2.72% | — | +0.08% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.62% | — | +13.06% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.66% | +5.57% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | -0.16% | +3.21% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.81% | -0.10% | -4.91% | |
| 10 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.37% | +0.41% | +3.14% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.30% | — | +18.43% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.23% | — | +308.89% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.22% | +0.10% | -2.22% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | -0.15% | +4.24% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.14% | — | +33.51% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | — | +2.65% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | +2.08% | -7.69% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.01% | — | -28.29% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.12% | +9.27% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.93% | — | +25853.91% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.91% | +0.11% | -2.89% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | -0.21% | +0.76% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.89% | — | +45.08% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | — | -3.41% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | — | -13.67% | |
| 26 | CPNG | Coupang INC | 株式-一般消費財 | 0.72% | — | +25824.19% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.71% | — | +218.47% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.65% | — | +3.79% | |
| 29 | ✓ | Ftac Olympus Acquisition Cor | 株式-その他 | 0.63% | — | +908497.50% | |
| 30 | UBER | Uber Technologies INC | 株式-資本財 | 0.61% | -0.06% | -6.88% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.09% | +3.74% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | -1.35% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | — | +3.44% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.57% | — | +9.18% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | -7.02% | |
| 36 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.54% | -0.12% | +1.05% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | — | +1.79% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | -7.75% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | -8.19% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.49% | -0.27% | +356.56% | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.47% | — | +4.55% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.46% | — | -3.52% | |
| 43 | O | Realty Income CORP | 株式-不動産 | 0.46% | — | +0.04% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | +5.19% | |
| 45 | TWLO | Twilio INC - A | 株式-IT | 0.44% | — | +19.81% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.44% | -0.10% | -9.11% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | -0.13% | +10.29% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.43% | -0.12% | +13.97% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.10% | +3.98% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | +10.38% |