CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3547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 | 10.03% | +2.08% | +11.84% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.32% | -3.48% | -10.23% | |
| 3 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 5.89% | +0.41% | +0.01% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.43% | -0.34% | +2.17% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.84% | -0.27% | +1.35% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.66% | +1.32% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.15% | — | +25.45% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.16% | +2.12% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.57% | -0.21% | +1.18% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | -0.15% | -0.06% | |
| 11 | CVBF | Cvb Financial CORP | 株式-その他 | 1.32% | — | +0.01% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.23% | -0.10% | -6.58% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.20% | -0.94% | +10.91% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | — | -38.39% | |
| 15 | AVDE | Avantis International Equity | ETF-その他 | 1.02% | +0.27% | +360994.87% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | -0.12% | +5.55% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | -0.82% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.10% | -0.05% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | -0.07% | +0.94% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | -0.25% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | -1.88% | |
| 22 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.69% | -0.12% | +0.11% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | -0.13% | +8.26% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.66% | — | +2.11% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.60% | -0.10% | -10.71% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.57% | -0.07% | +3.89% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | +1.40% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | — | +1.08% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +7.86% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -0.89% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.53% | — | +5.69% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | -0.09% | +0.72% | |
| 33 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.50% | — | +50.04% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.49% | — | +6.54% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | +0.10% | +3.39% | |
| 36 | UBER | Uber Technologies INC | 株式-資本財 | 0.46% | -0.06% | -5.39% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +0.57% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.43% | -0.07% | -0.40% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.42% | — | +1.67% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | -0.09% | +2.58% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.40% | +0.11% | +0.95% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | +1.79% | |
| 43 | BILZ | Pimco Ultra Shrt Govt Active | ETF-その他 | 0.37% | +0.19% | +148.58% | |
| 44 | IDV | Ishares International Select | ETF-その他 | 0.37% | — | +4.73% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.36% | — | +2.47% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.36% | — | -2.55% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.34% | -0.07% | +1.72% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | +6.69% | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.33% | -0.08% | +1.13% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.33% | -0.10% | +4.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +1.35% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.2% | +11.84% | 増加 |
| 3 | CORT | Corcept Therapeutics INC | +0.9% | +0.01% | 減少 |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | +0.5% | +25.45% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.4% | +1.32% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +1.18% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.06% | 増加 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.11% | 増加 |
| 9 | TSLA | Tesla INC | +0.3% | +8.26% | 増加 |
| 10 | AVGO | Broadcom INC | +0.2% | +3.89% | 増加 |
| 11 | BILZ | Pimco Ultra Shrt Govt Active | +0.2% | +148.58% | 増加 |
| 12 | ORCL | Oracle CORP | +0.1% | +1.72% | 減少 |
| 13 | BINC | Ishares Flex I A Etf-usd INC | +0.1% | +50.04% | 増加 |
| 14 | GLD | Spdr Gold Shares | +0.1% | +6.69% | 増加 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.89% | 増加 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.81% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +5.55% | 増加 |
| 18 | IXN | Ishares Global Tech ETF | +0.1% | +5.69% | 増加 |
| 19 | ANET | Arista Networks INC | +0.1% | +3.97% | 増加 |
| 20 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +407.68% | 増加 |
| 21 | NFLX | Netflix INC | +0.1% | +2.11% | 増加 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.40% | 増加 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.86% | 増加 |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +18.87% | 増加 |
| 25 | GILD | Gilead Sciences INC | +0.1% | +111.38% | 増加 |
| 26 | GEV | GE Vernova INC | +0.1% | +19.77% | 増加 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +0.94% | 増加 |
| 28 | LRGF | Ishares US Equity Factor ETF | +0.1% | +20.19% | 増加 |
| 29 | CRWD | Crowdstrike Holdings INC - A | 0% | -1.84% | 増加 |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | +1.08% | 増加 |
| 31 | UBER | Uber Technologies INC | 0% | -5.39% | 減少 |
| 32 | IEMG | Ishares Core Msci Emerging | 0% | +0.95% | 増加 |
| 33 | TJX | Tjx Companies INC | — | +2.47% | 増加 |
| 34 | IDV | Ishares International Select | — | +4.73% | 増加 |
| 35 | JMBS | Janus Henderson Mortg Backed | 0% | +10.91% | 増加 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.82% | 減少 |
| 37 | VTV | Vanguard Value ETF | 0% | +6.54% | 増加 |
| 38 | AMZN | Amazon.com INC | -0.1% | +2.12% | 増加 |
| 39 | VV | Vanguard Large-cap ETF | -0.1% | -6.58% | 減少 |
| 40 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -13.44% | 減少 |
| 41 | CCI | Crown Castle INC | -0.2% | -16.79% | 減少 |
| 42 | SBUX | Starbucks CORP | -0.2% | -23.68% | 減少 |
| 43 | ACN | Accenture plc | -0.2% | -5.52% | 減少 |
| 44 | UNH | Unitedhealth Group INC | -0.2% | -4.44% | 減少 |
| 45 | AAPL | Apple INC | -0.2% | +2.17% | 増加 |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.7% | -38.39% | 減少 |
| 47 | ITOT | Ishares Core S&p Total U.s. | -0.7% | -10.23% | 減少 |
| 48 | IVW | Ishares S&p 500 Growth ETF | -0.7% | -80.18% | 減少 |
| 49 | AVDE | Avantis International Equity | — | NEW | 新規購入 |
| 50 | ✓ | Spdr S&p 500 ETF Tr Put Opt 05/25 470.0 Put | — | EXIT | 全売却 |