CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3479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 | 12.33% | -3.48% | +7.31% | |
| 2 | CVBF | Cvb Financial CORP | 株式-その他 | 4.47% | — | -2.90% | |
| 3 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 4.45% | +0.41% | +38.67% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.05% | -0.34% | +4.24% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.96% | — | -11.93% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.86% | — | +12.43% | |
| 7 | IDV | Ishares International Select | ETF-その他 | 1.72% | — | +4960.73% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.66% | +2.43% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.63% | -0.10% | -1.21% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.57% | — | +3283.61% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 1.49% | — | -3.86% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | -0.16% | +2.85% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.34% | — | +2.44% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.28% | — | +161.08% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.15% | +1940.68% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | +2.08% | -0.42% | |
| 17 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.96% | — | +299.88% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.93% | — | +29.46% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.21% | +1975.22% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.84% | — | +50.04% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | — | +0.73% | |
| 22 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.81% | — | -55.13% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.77% | +0.10% | +23.73% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | -48.60% | |
| 25 | OKTA | Okta INC | 株式-IT | 0.73% | — | -0.28% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.69% | — | +19293.67% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.68% | — | +40027.81% | |
| 28 | RC | Ready Capital CORP | 株式-その他 | 0.68% | — | +0.29% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +3.92% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | — | +4.34% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | +0.11% | +18.39% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | -0.13% | +224.62% | |
| 33 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.58% | — | -38.80% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | -24.66% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.09% | -1.00% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.52% | — | -51.83% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +0.07% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | +0.10% | -1.61% | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.47% | — | -0.35% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -0.51% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.05% | -0.02% | |
| 42 | CPNG | Coupang INC | 株式-一般消費財 | 0.42% | — | +0.09% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | +5.36% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.40% | — | -28.86% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.37% | -0.27% | -3.76% | |
| 46 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.37% | -0.12% | +78.36% | |
| 47 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.36% | — | -72.84% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.11% | +3.69% | |
| 49 | PAYO | Payoneer Global INC | 株式-その他 | 0.35% | — | +0.11% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | — | +0.39% |