CIK: 0001692038
申告総資産額
$21.9億
上位200銘柄を表示中（全277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 | 12.29% | -1.13% | +11.41% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.41% | — | +8.75% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.87% | -0.32% | +7.48% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.77% | -0.57% | +0.98% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.87% | +0.70% | +8.93% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.65% | -0.01% | +6.25% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.79% | -0.17% | +11.18% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.70% | — | -3.89% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.49% | -0.04% | +7.92% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.37% | -0.01% | +12.41% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.09% | — | +2.48% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.40% | -0.50% | +1.23% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.30% | — | -12.70% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.27% | +0.52% | +13.69% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.22% | — | -6.42% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.26% | +21.66% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | -0.26% | -17.97% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.98% | — | -30.19% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.96% | — | — | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.94% | — | -54.09% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.93% | — | -52.09% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | — | -46.10% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.81% | — | -14.52% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | +0.19% | +10.77% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.79% | — | -2.59% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.77% | -0.18% | +2.89% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | -0.04% | +14.51% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.73% | — | — | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.69% | — | +0.28% | |
| 30 | HUBB | Hubbell INC | 株式-資本財 | 0.67% | +0.07% | +0.31% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.64% | — | -14.78% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.54% | — | +0.60% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.53% | — | +0.18% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | -0.08% | +32.99% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.53% | — | +0.37% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.52% | +0.14% | -28.18% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.48% | — | -23.91% | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.46% | — | +21.08% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | -2.65% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.45% | — | -0.09% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.43% | — | +2.28% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.43% | — | -1.80% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.10% | +7.29% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.40% | +0.07% | +8.45% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.38% | — | -0.61% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.36% | — | +37.63% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.35% | — | +0.01% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | -0.07% | +64.36% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | -1.50% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | -0.06% | +9.81% |