CIK: 0001650717
申告総資産額
$33.4億
上位200銘柄を表示中（全2630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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.46% | -0.18% | +57.39% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.35% | +0.57% | +4.99% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.85% | -0.17% | +5.15% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.64% | — | +75.48% | |
| 5 | TGT | Target CORP | 株式-一般消費財 | 3.35% | +0.15% | +1.06% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.55% | +0.07% | +13.08% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.62% | +5.01% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.36% | — | +3.36% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.88% | -0.33% | +4.33% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.88% | — | +4.03% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | — | +635.73% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.81% | — | +6.05% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.30% | -9.40% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.48% | +0.06% | -1.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | -0.11% | +1.69% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.26% | — | -21.28% | |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.13% | — | +14.94% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.06% | — | +0.90% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.96% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | +0.10% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | — | +3.03% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.88% | — | -21.13% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.87% | — | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.82% | -0.16% | -1.60% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.78% | — | -0.81% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | -0.08% | -4.47% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.65% | — | -27.92% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | — | +30.59% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | — | -0.68% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +16.39% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.55% | — | — | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -0.10% | -0.28% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | +5.99% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | — | +84.69% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +12.12% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | — | +6.83% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.10% | +15.88% | |
| 38 | 9HI | Hillenbrand INC | 株式-その他 | 0.50% | -0.08% | EXIT | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | -0.04% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +35.52% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.42% | — | -14.83% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | +29.29% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.36% | -0.14% | +6.43% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.36% | — | +53.81% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.36% | — | +0.61% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | +48.89% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | -11.00% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | +9.34% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | -0.08% | +14.47% |