CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全3536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 | 9.08% | +2.08% | +4.57% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.12% | -3.48% | +3.06% | |
| 3 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 5.68% | +0.41% | -2.55% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.81% | -0.34% | +0.32% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.50% | -0.27% | +1.71% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.66% | +3.97% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.77% | — | +3.54% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.72% | — | +7.44% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -0.16% | +1.48% | |
| 10 | CVBF | Cvb Financial CORP | 株式-その他 | 1.51% | — | — | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.33% | -0.10% | +5.02% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.23% | -0.21% | +2.55% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.16% | -0.94% | +7.37% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | -0.15% | +0.32% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.05% | -0.06% | +5.72% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.12% | -1.53% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | +0.10% | +0.39% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | — | +0.48% | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 0.79% | — | +2.72% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | -0.07% | +1.59% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +0.70% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | — | -4.59% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.69% | -0.10% | -3.80% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.09% | +3.21% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | — | +7.10% | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.56% | -0.12% | +6.16% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | +15.19% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +23.57% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | — | +0.21% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.50% | -0.07% | +3.40% | |
| 31 | UBER | Uber Technologies INC | 株式-資本財 | 0.50% | -0.06% | -0.46% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.49% | — | -1.64% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | +0.10% | -0.14% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.48% | — | +0.53% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.13% | +7.92% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.46% | -0.07% | -0.55% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.44% | — | +4.61% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.09% | -1.69% | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.43% | -0.08% | +2.08% | |
| 40 | INTU | Intuit INC | 株式-IT | 0.40% | -0.10% | -1.49% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.40% | +0.11% | +2.24% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | -2.27% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.39% | — | -0.40% | |
| 44 | CCI | Crown Castle INC | 株式-不動産 | 0.38% | — | +0.50% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.37% | — | -3.97% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.37% | -0.12% | +0.76% | |
| 47 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.36% | — | +4.13% | |
| 48 | IDV | Ishares International Select | ETF-その他 | 0.36% | — | -1.30% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.35% | +0.34% | +11.32% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | -0.08% | +1.73% |