CIK: 0001692038
申告総資産額
$21.9億
上位200銘柄を表示中（全611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 | 8.50% | -1.13% | +2.28% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.01% | -0.57% | +1.61% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.61% | +0.70% | +4.72% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.22% | — | -5.42% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.11% | -0.32% | -3.06% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 4.50% | — | +44.05% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.29% | -0.17% | +16.50% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.79% | +0.02% | +10.89% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.60% | -0.04% | -6.66% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.38% | -0.01% | -11.07% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.35% | -0.01% | +0.69% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.08% | -0.26% | +24.04% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.03% | — | -0.12% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.26% | +19.23% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.20% | +0.52% | +5.32% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.17% | — | +0.00% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.06% | -0.50% | +11.81% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | — | -1.29% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.99% | -0.21% | +17.05% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.10% | +12.73% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | -0.08% | +14.84% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.86% | — | — | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.84% | — | +1.30% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.80% | — | -0.97% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | — | -1.61% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.07% | +16.83% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | — | +0.61% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | — | -2.02% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | -3.98% | |
| 30 | HUBB | Hubbell INC | 株式-資本財 | 0.45% | +0.07% | +0.98% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | -0.06% | +19.92% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +20.04% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.41% | -0.10% | +75.61% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.41% | -0.07% | +35.98% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.38% | +0.19% | -2.51% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | — | +11.97% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.31% | -0.13% | +25.13% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.31% | +0.14% | +95.69% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.31% | — | -5.94% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | -0.09% | +24.55% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | +25.00% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.28% | — | -0.70% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.28% | +0.13% | +3.09% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.27% | — | -1.23% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +14.13% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.25% | — | +17.13% | |
| 47 | COMP | Compass INC - Class A | 株式-不動産 | 0.25% | -0.06% | +0.01% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.25% | — | +22.03% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.24% | -0.18% | -8.79% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | +23.79% |