CIK: 0001730322
申告総資産額
$11.4億
上位200銘柄を表示中（全968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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 17.20% | — | -22.23% | |
| 2 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 7.90% | — | -12.18% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.46% | — | -22.53% | |
| 4 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 5.40% | — | -19.69% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.02% | — | -28.46% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.94% | — | -14.52% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.39% | — | -25.76% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 3.35% | — | -23.20% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.09% | — | -27.14% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.80% | — | -21.86% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.77% | — | -25.31% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.77% | — | -23.95% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.73% | — | -12.40% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | — | -18.23% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.08% | — | +23.89% | |
| 16 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.88% | — | -35.89% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | -24.50% | |
| 18 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.70% | — | -31.77% | |
| 19 | CSTL | Castle Biosciences INC | 株式-その他 | 0.69% | — | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | -16.82% | |
| 21 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 0.66% | — | -2.95% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | — | -2.21% | |
| 23 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.62% | — | -34.94% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -3.95% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +2.10% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.54% | — | -21.31% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | -11.42% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | -33.24% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.50% | — | +207.04% | |
| 30 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 0.47% | — | -3.90% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | -4.54% | |
| 32 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.42% | — | -20.58% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.39% | — | -24.06% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.38% | — | -32.23% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | — | +26.19% | |
| 36 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.33% | — | -6.90% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.33% | — | -13.88% | |
| 38 | SYNA | Synaptics INC | 株式-その他 | 0.33% | — | -11.92% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | -13.04% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.31% | — | +212.56% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -10.69% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.30% | — | +11.27% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.30% | — | -4.56% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | -14.24% | |
| 45 | AER | AerCap Holdings N.V. | 株式-資本財 | 0.29% | — | +7.70% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -8.54% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.28% | — | -2.87% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.28% | — | -2.68% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.27% | — | +92.48% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | — | -23.16% |