CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3275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 | 13.03% | -3.48% | -0.78% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.18% | -0.34% | +1.54% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.71% | — | +41.78% | |
| 4 | CVBF | Cvb Financial CORP | 株式-その他 | 3.14% | — | -0.06% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.83% | — | +7.69% | |
| 6 | OKTA | Okta INC | 株式-IT | 2.36% | — | -0.46% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.66% | +0.77% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.83% | -0.10% | -0.29% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | -0.16% | +3.86% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.80% | — | +44.17% | |
| 11 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 1.33% | +0.41% | +4.43% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.29% | — | +0.27% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.29% | -0.15% | +7.64% | |
| 14 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.28% | — | +30.36% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.26% | — | +20.87% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | +2.08% | +4.41% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.11% | — | +27.00% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | — | +1.14% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | -0.21% | +4.58% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.12% | -0.82% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | — | -1.59% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.70% | -0.27% | +9.37% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.13% | +28.53% | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.68% | — | +2.76% | |
| 25 | CPNG | Coupang INC | 株式-一般消費財 | 0.67% | — | -3.79% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.62% | — | +638.88% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | -23.63% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | +6.98% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | +1.93% | |
| 30 | UBER | Uber Technologies INC | 株式-資本財 | 0.55% | -0.06% | +4.01% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | — | +3.40% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.09% | -1.01% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | +0.10% | -52.30% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | -2.26% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | +0.75% | |
| 36 | PAYO | Payoneer Global INC | 株式-その他 | 0.49% | — | — | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | +0.10% | +2.19% | |
| 38 | O | Realty Income CORP | 株式-不動産 | 0.47% | — | +0.27% | |
| 39 | TWLO | Twilio INC - A | 株式-IT | 0.47% | — | +40.71% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.45% | — | -4.07% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.44% | — | +4.25% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.43% | +0.11% | -46.46% | |
| 43 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.42% | — | — | |
| 44 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.41% | — | -41.03% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.40% | -0.10% | -8.91% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.40% | -0.12% | +9.08% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +5.86% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | +11.77% | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.38% | — | +41.30% | |
| 50 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.38% | -0.12% | -0.78% |