CIK: 0001667074
申告総資産額
$10.5億
上位200銘柄を表示中（全240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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 11.43% | -0.35% | +34.60% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 9.09% | — | +8159.94% | |
| 3 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 7.69% | -1.69% | +15.48% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 7.60% | — | +178.03% | |
| 5 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.69% | +1.43% | +145.11% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.31% | — | +3.88% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.04% | -0.46% | +1.20% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.70% | +2.38% | -43.74% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.44% | +1.94% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.01% | — | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.77% | — | -34.25% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.70% | — | -34.23% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.09% | -0.31% | +20.42% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | — | +8.46% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | -3.84% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.13% | -24.19% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.76% | — | +8.18% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.73% | — | +133.19% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | +32.02% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.71% | — | +84.70% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | -23.19% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | -2.62% | |
| 23 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-その他 | 0.62% | — | +372.01% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | -0.24% | -2.43% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | +3.44% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.60% | +0.09% | +110.40% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +5.98% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | -3.29% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | -2.69% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.53% | — | +418.48% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | +79.83% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.52% | — | +19.05% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.52% | — | +7.12% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.51% | — | -6.46% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.48% | — | -15.27% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.48% | — | +111.71% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.47% | — | +23.18% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.47% | — | +1.98% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | -0.17% | +0.14% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | -0.68% | |
| 41 | XLF | Ss Financial Select Sector | ETF-その他 | 0.44% | — | +11.10% | |
| 42 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.44% | — | -6.97% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.44% | — | +10.16% | |
| 44 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.43% | — | -4.07% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.42% | — | +27.86% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | — | +543.59% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.41% | — | +0.29% | |
| 48 | USB | US Bancorp | 株式-金融 | 0.39% | — | -0.40% | |
| 49 | MBB | Ishares Mbs ETF | ETF-その他 | 0.37% | — | -12.86% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | +502.38% |