CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全936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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.81% | -0.53% | -4.29% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.21% | -1.75% | +52.43% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.60% | -0.64% | -30.40% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.81% | — | -21.96% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.43% | -0.27% | -18.85% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.18% | -0.37% | -22.59% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.56% | -21.98% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.13% | -0.24% | -4.78% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.92% | -0.44% | -34.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.81% | +1.56% | -23.38% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.68% | — | -27.10% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.65% | — | -21.37% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.64% | — | -3.93% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.56% | -0.57% | +38.98% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | — | -24.50% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | -0.25% | -17.85% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | — | -18.21% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.40% | — | — | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.30% | -0.34% | -12.58% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.29% | — | -1.42% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.25% | — | -7.94% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.16% | — | -12.32% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.13% | — | -3.47% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.13% | — | -30.28% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 1.01% | -0.21% | -14.31% | |
| 26 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.84% | +0.22% | -60.30% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.80% | — | -3.76% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.78% | — | -11.52% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.78% | — | -2.90% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.77% | +0.07% | -30.47% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | — | -18.69% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | -26.02% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.75% | — | -18.24% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.13% | -22.17% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.74% | — | -15.08% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.71% | — | -6.55% | |
| 37 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.70% | — | +3756.81% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | +0.13% | -35.72% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | -0.24% | -22.65% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.62% | — | -65.97% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | -22.68% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.16% | -18.70% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | — | -20.34% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.56% | — | +42.35% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | -20.69% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.21% | -25.98% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.50% | — | -11.04% | |
| 48 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.50% | -0.14% | -18.36% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.49% | — | -5.10% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | -30.42% |