CIK: 0001698478
申告総資産額
$69.8億
上位200銘柄を表示中（全385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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 24.68% | -0.32% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 12.92% | -1.52% | +6.14% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.25% | — | +5.94% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.50% | +0.08% | -0.01% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.30% | — | -28.08% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.27% | -0.23% | +32.97% | |
| 7 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 2.15% | +0.82% | +0.03% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.96% | -0.99% | -1.01% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.83% | — | +102.83% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.78% | -0.15% | +4.64% | |
| 11 | DLO | DLocal Limited | 株式-その他 | 1.69% | +1.20% | — | |
| 12 | KCCA | Kraneshares California Carbo | ETF-その他 | 1.68% | — | — | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.39% | +0.20% | +10.87% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | +0.03% | -24.76% | |
| 15 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.16% | — | +134.82% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.16% | +0.05% | +1.78% | |
| 17 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 1.11% | — | -18.67% | |
| 18 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 1.11% | — | +15.01% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | +0.55% | +8.03% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | -0.02% | +2032.23% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.87% | — | +52.11% | |
| 22 | PATH | Uipath INC - Class A | 株式-IT | 0.86% | — | — | |
| 23 | TNET | Trinet Group INC | 株式-その他 | 0.83% | — | -10.47% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.79% | — | +74.33% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.52% | +19.03% | |
| 26 | AR | Antero Resources CORP | 株式-エネルギー | 0.68% | — | +1.72% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.68% | +0.02% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | +21.58% | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.66% | — | -6.21% | |
| 30 | DDOG | Datadog INC - Class A | 株式-IT | 0.64% | — | +80.56% | |
| 31 | APO | Apollo Global Management INC | 株式-金融 | 0.59% | -0.15% | — | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | -17.13% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.50% | — | +31.06% | |
| 34 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.48% | — | +5.75% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | +0.02% | +2.11% | |
| 36 | SNOW | Snowflake INC | 株式-IT | 0.37% | — | +0.46% | |
| 37 | INDA | Ishares Msci India ETF | ETF-その他 | 0.36% | — | -19.27% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.36% | — | +48.46% | |
| 39 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 0.35% | — | +217.19% | |
| 40 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.35% | — | +29.43% | |
| 41 | DASH | Doordash INC - A | 株式-一般消費財 | 0.35% | — | -17.34% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +61.76% | |
| 43 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.32% | — | +4.89% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.32% | — | +17.43% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.31% | — | +64.55% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.31% | — | +14.90% | |
| 47 | TOST | Toast Inc-class A | 株式-IT | 0.30% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | — | +83.32% | |
| 50 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.27% | — | — |