CIK: 0001692038
申告総資産額
$21.9億
上位200銘柄を表示中（全396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 | 8.22% | -1.13% | +2.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.18% | -0.57% | +0.49% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.41% | -0.32% | +0.17% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.02% | +0.70% | +2.48% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.04% | +0.02% | +5.37% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 3.93% | — | -0.64% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.89% | — | -1.17% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.71% | -0.04% | +8.38% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.11% | -0.17% | -1.05% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.07% | -0.01% | +0.39% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.30% | +0.52% | +42.25% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.87% | -0.01% | -7.58% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.76% | — | -2.37% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -0.26% | +4.65% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.52% | -0.50% | +13.12% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.49% | — | +0.52% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.48% | -0.04% | +0.19% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.33% | +0.19% | +46.88% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | +10.42% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.26% | +8.37% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.92% | — | -0.23% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.87% | +0.13% | +4.43% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.83% | — | +1.08% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.69% | — | +3.43% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.66% | — | -0.87% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.10% | +5.66% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.64% | — | -0.43% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | -0.08% | +38.01% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.54% | — | +2.35% | |
| 30 | PFS | Provident Financial Services | 株式-その他 | 0.52% | — | — | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.52% | — | +0.80% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | +0.81% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.50% | — | +2.95% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | -0.55% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | -26.32% | |
| 36 | HUBB | Hubbell INC | 株式-資本財 | 0.46% | +0.07% | +0.14% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.46% | — | -1.16% | |
| 38 | BBAX | Jpmorgan Betabuilders Develo | ETF-その他 | 0.44% | — | +0.73% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.43% | -0.21% | +43.21% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +3.80% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.41% | -0.13% | +6.29% | |
| 42 | FLGB | Franklin Ftse United Kingdom | ETF-その他 | 0.40% | — | -0.65% | |
| 43 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.39% | — | +1.43% | |
| 44 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 0.39% | — | +0.17% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.38% | — | -1.45% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | -0.06% | +11.84% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.37% | — | +3.78% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | +149.98% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.36% | +0.16% | +2.58% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.12% | +1.67% |