CIK: 0001631864
申告総資産額
$14.6億
上位200銘柄を表示中（全354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 | 4.31% | -0.52% | -1.44% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.23% | -0.14% | +1.78% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.05% | -0.78% | +0.17% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.54% | +0.10% | +0.41% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.87% | +0.12% | +5.18% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.76% | -0.20% | -0.53% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.67% | +0.14% | +1.02% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.64% | — | +3.65% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.30% | — | +6.47% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.24% | -0.19% | -0.08% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.16% | +0.19% | +5.24% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.09% | -0.15% | +2.15% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.02% | +0.10% | +7.46% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.99% | -0.16% | -2.22% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.86% | -0.14% | -0.19% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.81% | — | +390.36% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.55% | +0.12% | -0.48% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.52% | — | -2.20% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.30% | — | -0.61% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.16% | +1.38% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.25% | — | +15.82% | |
| 22 | DFAI | Dimensional International Co | ETF-その他 | 1.24% | — | -0.58% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.22% | — | -0.75% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.14% | +0.55% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.07% | — | +13.78% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | -0.13% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.96% | -0.14% | -2.48% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.95% | — | -2.15% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +1.12% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | +0.12% | +196.78% | |
| 31 | ✓ | Mastercard Incorporated | 株式-その他 | 0.81% | -0.67% | EXIT | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | +0.20% | -0.90% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.69% | — | +0.28% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.68% | — | -3.35% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +0.63% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.62% | — | +10.92% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.59% | — | -6.09% | |
| 38 | ITW | Illinois Tool Works | 株式-資本財 | 0.59% | — | -0.95% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.57% | -0.14% | -0.36% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +0.37% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.57% | — | -0.65% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | +1.95% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -1.67% | |
| 44 | ✓ | First Trust NASDAQ Cybersecuri | 株式-その他 | 0.56% | -0.61% | EXIT | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.55% | — | -0.96% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.55% | — | +0.23% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | -0.07% | |
| 48 | ✓ | First Tr Rising Divd Achiv | 株式-その他 | 0.52% | -0.50% | EXIT | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | — | -0.99% | |
| 50 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 0.49% | — | +265.13% |