CIK: 0001698478
申告総資産額
$69.8億
上位200銘柄を表示中（全1116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 | 19.29% | -0.32% | -18.32% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.66% | -1.52% | — | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.44% | -0.99% | +4.60% | |
| 4 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 2.88% | -0.33% | — | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.44% | -0.23% | -16.28% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.34% | -0.18% | -2.06% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.09% | +0.14% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.09% | -0.52% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 1.80% | -0.15% | — | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.60% | +0.20% | +40.72% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.37% | — | -28.23% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.29% | — | — | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 1.22% | — | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.02% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | +0.03% | +9.22% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.90% | — | -21.31% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | — | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | +0.20% | +13.17% | |
| 19 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.78% | — | -4.92% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | +0.55% | +20.39% | |
| 21 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.73% | +0.82% | — | |
| 22 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.73% | — | -8.88% | |
| 23 | AON | Aon plc | 株式-金融 | 0.70% | — | +2.69% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | +0.05% | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +29.86% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | — | |
| 28 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.58% | — | -29.69% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +14.26% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.53% | +0.02% | — | |
| 32 | HIMS | Hims & Hers Health INC | 株式-ヘルスケア | 0.48% | -0.16% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | — | — | |
| 34 | KCCA | Kraneshares California Carbo | ETF-その他 | 0.41% | — | — | |
| 35 | APO | Apollo Global Management INC | 株式-金融 | 0.40% | -0.15% | +1.46% | |
| 36 | AR | Antero Resources CORP | 株式-エネルギー | 0.40% | — | -0.43% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | +37.62% | |
| 38 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.31% | — | -2.08% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.30% | +0.02% | — | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.29% | — | -7.49% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.28% | +0.01% | — | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.28% | — | — | |
| 43 | OKTA | Okta INC | 株式-IT | 0.28% | -0.14% | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | +0.05% | +16.62% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | — | +26.65% | |
| 46 | DDOG | Datadog INC - Class A | 株式-IT | 0.26% | — | +5.75% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.26% | — | -59.55% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.26% | — | — | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.26% | +0.03% | — | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | — | — |