CIK: 0001692038
申告総資産額
$21.9億
上位200銘柄を表示中（全433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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.35% | -1.13% | -0.80% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.42% | -0.57% | +3.66% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.28% | — | -9.63% | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 6.97% | -0.50% | +0.18% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.34% | -0.32% | -6.29% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.98% | +0.70% | +14.38% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.53% | — | +16.67% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.17% | — | -9.09% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.19% | -0.18% | -8.64% | |
| 10 | ✓ | ENDAVA plc | 株式-その他 | 2.19% | — | — | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.02% | — | +0.19% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.81% | -0.17% | +7.11% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.75% | — | -3.05% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.26% | +52.48% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.19% | — | -1.39% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | — | -9.77% | |
| 17 | BALL | Ball CORP | 株式-一般消費財 | 0.82% | — | -13.17% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | +0.52% | +10.53% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.74% | — | -8.90% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.73% | — | -4.96% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.70% | -0.01% | -2.53% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.65% | — | +0.06% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.63% | — | -1.68% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -0.26% | +98.11% | |
| 25 | CCI | Crown Castle INC | 株式-不動産 | 0.61% | — | +0.11% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.10% | +156.29% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.55% | — | +0.05% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.55% | — | +15.90% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.53% | — | +2.95% | |
| 30 | ✓ | Alphabet Inc. | 株式-その他 | 0.49% | — | +214.98% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.44% | — | -20.93% | |
| 32 | ✓ | Golub Cap Bdc INC Com | 株式-その他 | 0.43% | — | -15.40% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | +0.19% | +10.41% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | — | +0.22% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | +0.13% | +7.04% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.36% | — | +0.30% | |
| 37 | ✓ | Alphabet Inc. | 株式-その他 | 0.36% | — | +82.52% | |
| 38 | ✓ | Netflix, Inc. | 株式-その他 | 0.35% | — | +128.02% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.32% | +0.02% | +5.31% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.30% | +0.07% | +33.49% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.30% | — | +0.07% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | -0.04% | +1.74% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.28% | — | +0.11% | |
| 44 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.27% | — | +12.91% | |
| 45 | TWTRUSD | Twitter INC | 株式-その他 | 0.27% | — | +1.25% | |
| 46 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.26% | — | +235.60% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | +13.35% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.24% | — | +239.82% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | +57.38% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | — | +610.68% |