CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3381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 | 11.76% | -3.48% | -5.01% | |
| 2 | CVBF | Cvb Financial CORP | 株式-その他 | 4.27% | — | -0.17% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.70% | — | +85.71% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.56% | -0.34% | -0.61% | |
| 5 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 3.28% | +0.41% | -1.19% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 2.73% | — | +39.64% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.54% | — | -22.06% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.95% | — | +18.66% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -0.66% | +2.38% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.60% | -0.10% | -2.17% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 1.59% | — | -7.05% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.39% | — | +6.19% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.20% | — | +32.53% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | +0.10% | +57.01% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | +2.08% | +3.24% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | — | -27.34% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | -0.16% | -3.44% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.96% | — | +17.63% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.15% | -1.33% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.86% | — | -8.06% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.83% | — | +3.12% | |
| 22 | OKTA | Okta INC | 株式-IT | 0.83% | — | -0.13% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.78% | — | +23.34% | |
| 24 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.75% | — | +9.29% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.21% | -2.21% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | — | -0.61% | |
| 27 | RC | Ready Capital CORP | 株式-その他 | 0.66% | — | -6.48% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | +0.11% | -0.01% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | -5.74% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | -0.09% | +3.74% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | +3.87% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.54% | — | -36.00% | |
| 33 | O | Realty Income CORP | 株式-不動産 | 0.48% | — | +0.42% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | -8.87% | |
| 35 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.47% | — | -18.20% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | +28.73% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | +0.10% | +2.33% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.45% | -0.27% | +7.71% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.05% | +4.22% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -2.45% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +5.35% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | +0.11% | +2.25% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.42% | — | +23.41% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | -0.07% | +3.22% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.36% | — | -53.95% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | — | -2.26% | |
| 47 | CPNG | Coupang INC | 株式-一般消費財 | 0.35% | — | -0.19% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +6.25% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | -0.09% | +2.82% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | +0.08% |