CIK: 0001635633
申告総資産額
$11.8億
上位200銘柄を表示中（全494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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 18.53% | +0.62% | -1.40% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 11.79% | — | -0.02% | |
| 3 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 10.82% | +2.24% | -0.46% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.86% | +1.44% | +1.70% | |
| 5 | PWR | Quanta Services INC | 株式-資本財 | 3.35% | -3.36% | EXIT | |
| 6 | PFG | Principal Financial Group | 株式-金融 | 2.42% | -0.71% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.05% | -2.30% | EXIT | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.61% | — | -4.87% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.49% | +0.51% | +849.63% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.44% | — | -0.14% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.37% | +0.11% | +1.56% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.13% | +0.16% | +0.03% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.04% | +0.06% | -0.06% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | +0.31% | -6.90% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | -0.60% | EXIT | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | +0.12% | -3.37% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | -0.21% | -0.89% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.66% | +0.08% | -2.68% | |
| 19 | WTPI | Wisdomtree Equity Premium In | ETF-その他 | 0.62% | — | -29.16% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | -0.62% | EXIT | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | +0.12% | +0.23% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.54% | +0.19% | -2.91% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | -4.59% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.42% | — | -29.91% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | -4.00% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.41% | +0.09% | +0.63% | |
| 27 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.40% | — | +22.80% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | +0.10% | -0.98% | |
| 29 | FAST | Fastenal Co | 株式-資本財 | 0.36% | +0.18% | -0.96% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | -2.31% | |
| 31 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.32% | — | -0.03% | |
| 32 | SPSC | Sps Commerce INC | 株式-IT | 0.32% | — | +2.55% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.31% | +0.29% | -36.56% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | — | -0.15% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -1.16% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | — | -1.82% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | +0.08% | -8.63% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | +0.08% | +0.64% | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.26% | — | -2.34% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | -2.56% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | -3.73% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.24% | — | -2.15% | |
| 43 | IVLU | Ishares Msci International V | ETF-その他 | 0.24% | — | -35.98% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | -7.42% | |
| 45 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.22% | — | +1.89% | |
| 46 | TGT | Target CORP | 株式-一般消費財 | 0.21% | -0.21% | EXIT | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.21% | — | -6.69% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | +0.16% | -0.87% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.21% | — | -0.73% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.21% | -0.22% | EXIT |