CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3366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 | 9.51% | -3.48% | -6.40% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.73% | -0.34% | +0.24% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.84% | — | +8.98% | |
| 4 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 2.67% | +0.41% | +0.05% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.67% | -0.10% | +1267.13% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 2.13% | — | -9.94% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.66% | +2.27% | |
| 8 | CVBF | Cvb Financial CORP | 株式-その他 | 1.64% | — | +0.02% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.51% | -0.27% | +2.57% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.41% | — | -15.40% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | -0.16% | +1.13% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.34% | -0.10% | -1.22% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.26% | — | +90.78% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.16% | -0.21% | +1.27% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.15% | — | -2.19% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.15% | +2.72% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | +2.08% | -2.25% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | — | -2.42% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.90% | — | +4.44% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.89% | — | -37.11% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | +0.10% | -8.04% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.10% | -0.36% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +0.73% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.68% | — | +4.04% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | +0.11% | +3.11% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.63% | — | -6.13% | |
| 27 | OKTA | Okta INC | 株式-IT | 0.62% | — | -0.09% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.11% | -1.73% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | +5.32% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.57% | -0.09% | +2.06% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.57% | -0.07% | +4.72% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.07% | -0.48% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.54% | -0.07% | +0.77% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.51% | — | +2.58% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.09% | -0.09% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | -0.78% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | -53.77% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | — | +0.96% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +2.10% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.50% | -0.05% | -1.15% | |
| 41 | RC | Ready Capital CORP | 株式-その他 | 0.49% | — | -5.00% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.12% | +2.64% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -1.18% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | +0.08% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.44% | -0.12% | +7.77% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.43% | — | +0.25% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.42% | -0.08% | +1.16% | |
| 48 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.41% | — | -4.54% | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.39% | -0.08% | -0.32% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | — | +0.62% |