CIK: 0001692038
申告総資産額
$21.9億
上位200銘柄を表示中（全439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 | 9.43% | -1.13% | +0.02% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.90% | -0.57% | +2.15% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.43% | — | -1.24% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.14% | -0.32% | -0.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.96% | +0.70% | +4.28% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.48% | -0.01% | -0.54% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.32% | -0.17% | +21.92% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.06% | -0.04% | +5.25% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.53% | +0.02% | +6.70% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.70% | -0.01% | +0.27% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.29% | — | -2.35% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.79% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | -0.26% | +22.43% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.26% | +15.32% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.33% | +0.52% | +6.79% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.30% | — | -0.24% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.19% | — | -13.47% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.02% | -0.50% | -7.12% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.95% | -0.21% | +24.97% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.92% | — | +0.00% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.10% | +10.54% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.89% | — | -0.04% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | — | +1.06% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | -0.08% | +7.64% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | — | |
| 26 | HUBB | Hubbell INC | 株式-資本財 | 0.70% | +0.07% | +0.33% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | -0.88% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | — | -5.46% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.07% | +15.07% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.52% | — | +4.96% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | +0.19% | +2.19% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.06% | +17.99% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.37% | -0.10% | +28.41% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.33% | -0.04% | -1.35% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.33% | — | -5.66% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | -0.07% | +16.96% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.32% | +0.13% | +13.98% | |
| 38 | MS | Morgan Stanley | 株式-金融 | 0.32% | — | +1.81% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.31% | — | -19.19% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +16.28% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.31% | -0.18% | -13.76% | |
| 42 | CCI | Crown Castle INC | 株式-不動産 | 0.27% | — | +1.36% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | -0.09% | +16.44% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.27% | — | -19.84% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.25% | — | -1.27% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.25% | — | +3.08% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.25% | — | -0.56% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.25% | -0.13% | +1090.52% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.24% | — | +0.11% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.23% | — | -8.49% |