CIK: 0001694435
申告総資産額
$19.8億
上位200銘柄を表示中（全812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 | VUG | Vanguard Growth ETF | ETF-その他 | 2.72% | +0.40% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.37% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 2.33% | — | +8.35% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.18% | +0.61% | +1.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.99% | — | — | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.86% | +0.25% | +4.96% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.39% | — | — | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.15% | +0.43% | +10.21% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.15% | +0.22% | -93.26% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | — | -7.90% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.96% | +0.26% | — | |
| 12 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.92% | +0.44% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | — | +5.77% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | -0.74% | +2.34% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | -0.33% | — | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.82% | +0.18% | +5.14% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.82% | — | +10.18% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.80% | — | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | — | +5.29% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | — | +7.49% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | — | +7.83% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | -0.15% | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.72% | +0.20% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +5.90% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.68% | — | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.67% | — | -1.60% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.66% | +0.21% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | — | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.65% | — | +2.70% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.63% | — | — | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.61% | -0.37% | +3.68% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.58% | — | +12.56% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.58% | — | +9.98% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.58% | — | -7.14% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.57% | — | +2.92% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.57% | — | +3.97% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.56% | — | +1.24% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.55% | -0.63% | +4.44% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.55% | — | — | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | -0.24% | -40.41% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | -0.20% | -1.07% | |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.49% | -0.24% | +278.31% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | -0.32% | EXIT | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.46% | — | — | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.46% | -0.51% | +12.18% | |
| 46 | KLAC | Kla CORP | 株式-IT | 0.46% | +0.27% | +2.69% | |
| 47 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.45% | -0.55% | — | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.45% | -0.26% | +21.03% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.42% | — | — | |
| 50 | IDLV | Invesco S&p International De | ETF-その他 | 0.42% | -0.50% | +5.80% |