CIK: 0001631864
申告総資産額
$14.6億
上位200銘柄を表示中（全279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 | AAPL | Apple INC | 株式-IT | 5.14% | -0.52% | +4.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.01% | -0.20% | +51.36% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.83% | +0.12% | +12.37% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.36% | -0.14% | +39.88% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.36% | -0.78% | +13.21% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.18% | +0.10% | +22.94% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.43% | +0.14% | +40.82% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.38% | -0.15% | +83.61% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | +0.12% | +6.14% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.24% | — | +51.02% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.01% | -0.14% | +7.05% | |
| 12 | ✓ | 株式-その他 | 1.87% | — | +6.70% | ||
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.67% | — | +13.46% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.66% | — | +134.36% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.59% | +0.19% | +2.11% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.38% | — | -9.15% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | -0.14% | +12.57% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | -0.16% | +17.29% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.19% | — | +6.13% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +9.09% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | +17.21% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.91% | — | +245.44% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | +0.12% | +3.28% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | +15.36% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.84% | — | -1.98% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.84% | — | -4.97% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | +12.99% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.77% | — | +9.66% | |
| 29 | ✓ | Mastercard Incorporated | 株式-その他 | 0.77% | -0.67% | EXIT | |
| 30 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.75% | — | +2.17% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | -0.16% | +45.17% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +183.12% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | +0.20% | -3.92% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.72% | -0.14% | +2.16% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | — | -29.93% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.69% | — | +54.31% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +8.93% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.68% | — | +25.04% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | — | +1.55% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | +17.21% | |
| 41 | ✓ | Tesla, Inc. | 株式-その他 | 0.64% | -0.41% | EXIT | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | +49.47% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.62% | — | +3.86% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.61% | — | +29.43% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | +10.85% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | +23.16% | |
| 47 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.59% | — | -1.76% | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.58% | — | +6.23% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +6.94% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | +6.98% |