CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全229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 | 6.02% | +0.18% | -0.18% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.67% | -0.41% | +1.42% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.54% | +0.59% | +0.86% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.48% | — | -3.99% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.38% | — | -3.70% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.04% | -0.03% | +2.62% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.49% | -0.31% | +5.20% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.41% | +0.09% | +2.16% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.31% | -0.08% | +0.10% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.05% | -0.06% | -1.15% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.02% | — | +0.02% | |
| 12 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.84% | — | -1.24% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.66% | — | -0.90% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.61% | +0.17% | -0.25% | |
| 15 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 1.58% | — | -0.00% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.50% | -0.17% | +1003.49% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.44% | +0.17% | -0.65% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 1.43% | -0.21% | +1.23% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.43% | +0.16% | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.33% | — | +2.87% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +0.12% | |
| 22 | AOMR | Angel Oak Mortgage Reit INC | 株式-その他 | 1.22% | — | -3.10% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.16% | — | +17.73% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.15% | — | -1.22% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.06% | +0.08% | +0.09% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.06% | — | +0.26% | |
| 27 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.02% | — | -1.11% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.96% | — | -1.97% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.88% | — | +4.45% | |
| 30 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.87% | -0.08% | -0.14% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | -0.06% | +0.64% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.82% | +0.08% | -0.19% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.80% | — | -0.46% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.80% | — | +4.41% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.05% | +0.63% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | -0.19% | +6.53% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | — | +0.04% | |
| 38 | BGB | Blackstone Strategic Credit | 株式-その他 | 0.65% | — | -13.09% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.32% | +9.38% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.62% | — | -0.09% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.61% | — | -2.11% | |
| 42 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 0.52% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +7.97% | |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.48% | — | -2.14% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.48% | — | +0.45% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.48% | — | -2.62% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.47% | +0.15% | +2.68% | |
| 48 | XMUIX | Blackrock Municipal Income | 株式-その他 | 0.44% | — | -12.32% | |
| 49 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 0.43% | — | -1.73% | |
| 50 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.40% | — | -13.10% |