CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全1004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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.97% | -1.75% | +43.73% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.55% | -0.53% | -5.65% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.28% | -0.64% | -1.74% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.80% | — | -0.83% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.66% | -0.37% | -1.93% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.55% | -0.27% | -1.35% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.08% | -0.24% | -3.64% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.97% | +1.56% | +11.14% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.56% | +2.01% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.71% | -0.44% | -8.60% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.67% | -0.57% | +10.15% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.62% | — | -3.35% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.57% | — | -4.55% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.51% | — | -4.02% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.25% | +0.81% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | — | -8.10% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.19% | — | +2.98% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.19% | — | -1.76% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.17% | — | -17.33% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.17% | — | -1.26% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.17% | — | +4.43% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.12% | -0.21% | -0.52% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.09% | — | -5.83% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.16% | +0.25% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | -0.24% | +2.53% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.92% | — | -39.31% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.90% | -0.34% | -31.12% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | — | +9.76% | |
| 29 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.83% | +0.22% | +2.33% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.21% | -2.62% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +3.24% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | — | -2.68% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | — | +0.54% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.75% | — | +3.13% | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.74% | — | -4.52% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.71% | — | -0.23% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | — | +3597.83% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.69% | — | -3.66% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.69% | — | +4.12% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.13% | +3.98% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.61% | +0.13% | -4.01% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.60% | +0.07% | -16.47% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +0.19% | |
| 44 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.52% | -0.14% | -8.80% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | +3.22% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +0.95% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | +0.01% | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.47% | — | +2.50% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | +7.43% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.44% | — | -16.75% |