CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3417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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.90% | +2.08% | +2.94% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.71% | -3.48% | -1.51% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.62% | -0.34% | +3.27% | |
| 4 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 4.15% | +0.41% | -0.05% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.95% | -0.27% | +1.01% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.66% | +4.06% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.72% | — | +29.22% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.64% | -0.16% | +2.91% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.47% | — | +8.62% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.41% | -0.10% | +0.13% | |
| 11 | CVBF | Cvb Financial CORP | 株式-その他 | 1.23% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | -0.21% | -0.66% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.15% | +3.01% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.01% | — | -0.14% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +0.10% | +3.31% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | -0.06% | +1091.17% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.93% | — | -2.89% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.88% | -0.10% | -5.67% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.12% | +5.22% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +1.38% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | +0.10% | -52.66% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.07% | +0.78% | |
| 23 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.60% | -0.94% | +43.86% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | — | -1.81% | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.54% | -0.12% | -1.91% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | — | +2.38% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | — | -11.56% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | -1.18% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +3.86% | |
| 30 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.50% | — | -0.11% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | -0.09% | -2.57% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.49% | -0.07% | +2.96% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | -0.09% | +2.44% | |
| 34 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 0.49% | — | — | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.48% | -0.05% | +3.97% | |
| 36 | UBER | Uber Technologies INC | 株式-資本財 | 0.48% | -0.06% | +1.76% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.48% | -0.07% | +1.14% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | +5.15% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.47% | +0.11% | -1.83% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.45% | — | +1.31% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | +14.87% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | -0.14% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.43% | -0.09% | +2.35% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.43% | -0.12% | +0.86% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.42% | — | -0.70% | |
| 46 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.42% | -0.08% | +1.91% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | — | +10.25% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | +3.12% | |
| 49 | IDV | Ishares International Select | ETF-その他 | 0.40% | — | +0.47% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | +0.11% | -2.37% |