CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全220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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.91% | +0.18% | -0.77% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.70% | — | +1.17% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.69% | +0.59% | -1.46% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.58% | — | +1.42% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.22% | -0.41% | -5.76% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.92% | -0.03% | +6.69% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.46% | +0.09% | +12.73% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.26% | -0.08% | +10.44% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.31% | -6.75% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.05% | -0.06% | -0.78% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.98% | — | +0.52% | |
| 12 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.94% | — | +11.12% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.69% | +0.17% | -0.96% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.65% | — | -1.90% | |
| 15 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 1.59% | — | +1.62% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.51% | +0.17% | -1.07% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.49% | +0.16% | -0.02% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.27% | — | -3.85% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | -0.57% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.23% | -0.21% | -5.05% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.17% | — | +1.03% | |
| 22 | AOMR | Angel Oak Mortgage Reit INC | 株式-その他 | 1.14% | — | — | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.12% | +0.08% | -3.42% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.10% | — | -0.84% | |
| 25 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.06% | — | -0.53% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 1.01% | — | +3.18% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.01% | -0.17% | -12.28% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.01% | — | -24.85% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | — | +7.22% | |
| 30 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.84% | +0.08% | +0.10% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.82% | — | +9.36% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.06% | +23.29% | |
| 33 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.81% | -0.08% | -27.76% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.80% | — | +7.52% | |
| 35 | BGB | Blackstone Strategic Credit | 株式-その他 | 0.77% | — | -12.16% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.05% | -8.28% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | -0.39% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.66% | — | +4.02% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.64% | — | +0.05% | |
| 40 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.58% | — | +0.91% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | -0.32% | -4.63% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | -0.19% | -7.14% | |
| 43 | XMUIX | Blackrock Municipal Income | 株式-その他 | 0.51% | — | -11.81% | |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.51% | — | +4.49% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.51% | — | +2.05% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | — | +4.18% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -3.75% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.47% | +0.15% | +31.21% | |
| 49 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 0.46% | — | +4.17% | |
| 50 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.46% | — | -12.32% |