CIK: 0001698478
申告総資産額
$69.8億
上位200銘柄を表示中（全559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 | 34.08% | -0.32% | -0.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.66% | -1.52% | +8.84% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.23% | — | +217.54% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.04% | — | -15.20% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.85% | -0.23% | +9.50% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.43% | -0.99% | +0.05% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.98% | — | +7.59% | |
| 8 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.90% | — | +4.80% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.78% | — | +5.35% | |
| 10 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.55% | +0.82% | +3.07% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.55% | -0.15% | -4.37% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.51% | — | — | |
| 13 | KCCA | Kraneshares California Carbo | ETF-その他 | 1.36% | — | +1.73% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.22% | +0.14% | +22.10% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | +0.03% | -7.19% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.92% | — | +223.08% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.88% | +0.05% | +0.24% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.87% | — | +3.63% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | +0.20% | -8.90% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.52% | -3.00% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | — | +11.09% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | +0.55% | -11.58% | |
| 23 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.60% | — | -0.50% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | -3.69% | |
| 25 | DDOG | Datadog INC - Class A | 株式-IT | 0.58% | — | -0.23% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.02% | -24.73% | |
| 27 | TNET | Trinet Group INC | 株式-その他 | 0.56% | — | -0.85% | |
| 28 | DLO | DLocal Limited | 株式-その他 | 0.55% | +1.20% | — | |
| 29 | PATH | Uipath INC - Class A | 株式-IT | 0.53% | — | -16.73% | |
| 30 | APO | Apollo Global Management INC | 株式-金融 | 0.50% | -0.15% | -0.16% | |
| 31 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.44% | — | -23.71% | |
| 32 | AR | Antero Resources CORP | 株式-エネルギー | 0.44% | — | +60.15% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.43% | -0.18% | +270.84% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.41% | — | — | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.41% | — | -50.48% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.34% | — | -0.02% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | -4.11% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | +0.02% | -13.55% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.31% | — | -10.14% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.30% | — | +23.34% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.30% | +0.20% | +7.32% | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.25% | +0.03% | +23.32% | |
| 43 | INDA | Ishares Msci India ETF | ETF-その他 | 0.21% | — | +4.92% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.20% | — | +386.54% | |
| 45 | SNOW | Snowflake INC | 株式-IT | 0.19% | — | -19.16% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | +0.08% | -11.14% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.19% | — | +34.66% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | — | -11.59% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | — | -19.37% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.17% | — | -28.35% |