CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3520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 | 8.87% | +2.08% | +2.57% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.04% | -3.48% | -0.41% | |
| 3 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 4.95% | +0.41% | +3.73% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.64% | -0.34% | +8.53% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.67% | -0.27% | +2.13% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.66% | +51.19% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.75% | — | +6.19% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | -0.16% | -0.34% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.62% | — | +7.84% | |
| 10 | CVBF | Cvb Financial CORP | 株式-その他 | 1.59% | — | +29.67% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.29% | -0.10% | -0.98% | |
| 12 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.22% | -0.94% | +98.67% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | -0.21% | +5.30% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | -0.15% | +7.80% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.10% | -0.53% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | -0.06% | -0.20% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.12% | +11.86% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.93% | — | +0.45% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | -0.98% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | -0.88% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.76% | -0.10% | -3.24% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | -0.07% | +0.68% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | -0.09% | +3.92% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | — | +11.22% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.55% | +0.10% | -13.92% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | -0.09% | +10.26% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +4.15% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | — | +0.88% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.51% | -0.07% | -1.55% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | -1.06% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | +2.98% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | — | +1.81% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.47% | — | +8.41% | |
| 34 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.46% | — | +3.31% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +6.85% | |
| 36 | UBER | Uber Technologies INC | 株式-資本財 | 0.45% | -0.06% | +2.25% | |
| 37 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.44% | -0.08% | -2.84% | |
| 38 | CCI | Crown Castle INC | 株式-不動産 | 0.43% | — | +0.17% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.11% | +1.58% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.41% | -0.07% | -1.97% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | -0.05% | +9.34% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.41% | -0.12% | +0.52% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.41% | -0.13% | +6.20% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | +0.76% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.40% | — | -3.69% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.39% | — | +0.20% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.39% | +0.11% | -8.99% | |
| 48 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.39% | — | +1027.22% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | -0.08% | +1.33% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | — | -9.36% |