CIK: 0001631864
申告総資産額
$14.6億
上位200銘柄を表示中（全366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 | 5.08% | -0.52% | -0.80% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.41% | -0.14% | +4.04% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.47% | +0.10% | +2.08% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.41% | -0.78% | -0.28% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.94% | — | +9.19% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.93% | +0.12% | +5.74% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.80% | -0.20% | +2.03% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.67% | +0.14% | +4.49% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.52% | — | +5.33% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.31% | +0.19% | +4.23% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.26% | -0.15% | +4.95% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.08% | -0.19% | +0.31% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.96% | -0.16% | +0.44% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.88% | +0.10% | +0.42% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.77% | -0.14% | -1.23% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.72% | — | -2.16% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.67% | — | +0.24% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | +0.12% | +1.28% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.29% | — | +3.49% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.16% | -1.86% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.21% | — | -0.30% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.21% | — | +11.80% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | -0.14% | +0.07% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.18% | — | +0.65% | |
| 25 | DFAI | Dimensional International Co | ETF-その他 | 1.15% | — | — | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | +0.12% | -1.29% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 1.00% | -0.14% | +902.18% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | -0.23% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.90% | — | -0.51% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | -0.43% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.79% | — | +99.71% | |
| 32 | ✓ | Mastercard Incorporated | 株式-その他 | 0.74% | -0.67% | EXIT | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | +0.77% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.63% | — | +1.08% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.63% | — | +7.19% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.62% | — | -3.32% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.61% | -0.14% | +1.62% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | +0.20% | -0.71% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | +2.17% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.57% | — | +0.06% | |
| 41 | ✓ | First Trust NASDAQ Cybersecuri | 株式-その他 | 0.57% | -0.61% | EXIT | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.56% | — | -2.17% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.56% | — | -1.89% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.55% | — | -0.07% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.54% | — | -1.04% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -0.20% | |
| 47 | ✓ | First Tr Rising Divd Achiv | 株式-その他 | 0.52% | -0.50% | EXIT | |
| 48 | ✓ | RTX Corporation | 株式-その他 | 0.51% | — | -1.19% | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 0.50% | — | -1.35% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | -4.76% |