CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3302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 | 9.48% | -3.48% | -11.57% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.93% | +2.08% | +3.37% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.63% | -0.34% | +2.94% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.61% | -0.27% | -1.96% | |
| 5 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 2.60% | +0.41% | +1.26% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.40% | -0.10% | +1.27% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.66% | +5.02% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.16% | +3.09% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.62% | — | +849.24% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.61% | +0.10% | +57.11% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.49% | — | +2.69% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.48% | -0.10% | -1.68% | |
| 13 | CVBF | Cvb Financial CORP | 株式-その他 | 1.43% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.21% | -0.21% | +1.12% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.15% | +4.48% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | — | -1.37% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.10% | — | +0.80% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | +0.10% | +0.60% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | — | +1.37% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.12% | +7.88% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.07% | +2.29% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | -1.61% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +4.23% | |
| 24 | UBER | Uber Technologies INC | 株式-資本財 | 0.55% | -0.06% | +2.97% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | +0.94% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.55% | -0.07% | +0.72% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.54% | -0.07% | +1.31% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | -0.09% | +4.11% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.54% | -0.12% | -0.47% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | — | -7.02% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.52% | — | +0.96% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.09% | +2.50% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.49% | -0.05% | +5.30% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.49% | — | +2.10% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.49% | — | +0.25% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -4.75% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.11% | +0.17% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | +0.11% | -2.80% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.47% | — | -4.11% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | -0.36% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.47% | — | -17.66% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.47% | -0.09% | -4.16% | |
| 43 | IDV | Ishares International Select | ETF-その他 | 0.46% | — | -5.66% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | +1.28% | |
| 45 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.41% | -0.94% | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | -3.59% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.41% | -0.10% | -1.30% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | +2.04% | |
| 49 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.39% | -0.12% | -4.99% | |
| 50 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.39% | -0.08% | +1.64% |