CIK: 0001692038
申告総資産額
$21.9億
上位200銘柄を表示中（全351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 | 10.62% | -1.13% | -1.97% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.43% | — | -5.94% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.95% | -0.32% | -6.55% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.92% | -0.57% | -0.13% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.95% | -0.01% | +0.76% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.90% | +0.70% | +1.01% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.58% | -0.17% | +3.66% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.13% | — | -4.38% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.80% | -0.04% | +1.86% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.46% | -0.01% | +2.32% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.01% | — | +2.40% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.87% | — | -1.20% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.85% | — | -2.63% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.49% | — | -3.35% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.40% | +0.52% | +8.36% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.38% | — | -7.38% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.26% | +4.57% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.26% | +11.54% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.18% | -0.50% | +0.65% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.01% | — | -18.44% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | — | -4.16% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | -0.08% | +56.88% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | +0.19% | +5.23% | |
| 24 | HUBB | Hubbell INC | 株式-資本財 | 0.76% | +0.07% | +0.18% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.69% | — | -0.43% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | — | -4.20% | |
| 27 | DDOG | Datadog INC - Class A | 株式-IT | 0.60% | — | -9.44% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | — | -8.00% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.59% | — | -6.65% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | -0.04% | +3.91% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.58% | -0.18% | -5.90% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.10% | +3.60% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.50% | — | -0.29% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | -0.07% | +12.19% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.45% | — | +1.76% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.43% | — | +1.50% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.06% | +19.60% | |
| 38 | MP | Mp Materials CORP | 株式-素材 | 0.41% | — | +0.03% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.40% | — | +3.56% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.40% | — | -0.68% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.39% | — | -6.83% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | — | -1.61% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | — | -1.57% | |
| 44 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.37% | — | -3.63% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.36% | — | +0.89% | |
| 46 | MS | Morgan Stanley | 株式-金融 | 0.36% | — | +1.84% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | +0.13% | +18.14% | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.34% | — | -11.80% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.33% | — | -7.88% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.33% | +0.14% | -30.03% |