CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全475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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.34% | +0.42% | -18.04% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.24% | +0.16% | -4.17% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.39% | -0.20% | -10.00% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.10% | — | +32.42% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.78% | — | +119.23% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.65% | -0.14% | +7.51% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.28% | -6.40% | |
| 8 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 1.60% | — | -31.37% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.48% | +0.11% | -5.69% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.48% | — | -4.12% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.46% | — | +63.63% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.44% | — | +57.89% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.38% | -0.13% | +7.79% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.36% | +0.20% | +10.99% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.34% | — | -25.37% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.33% | -0.33% | — | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.31% | -0.23% | -33.03% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.25% | — | -9.33% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | +6.88% | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.18% | — | +20.71% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.09% | -0.09% | -7.76% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.08% | -0.11% | +296.30% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.99% | +0.63% | +5.72% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | +4.92% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.29% | +4.58% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | -13.06% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.93% | -0.11% | -27.37% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.14% | -4.55% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.85% | — | -14.03% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | — | +2.82% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.82% | — | -17.70% | |
| 32 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.81% | — | -36.54% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.76% | — | -12.09% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.76% | — | -17.84% | |
| 35 | LQDW | Ishares Ingr CORP Bd B/w ETF | ETF-その他 | 0.73% | — | +7.61% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.69% | — | -20.74% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.66% | — | +11.82% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.65% | — | -15.13% | |
| 39 | LHX | L3harris Technologies INC | 株式-資本財 | 0.60% | -0.16% | +8.26% | |
| 40 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.60% | — | -16.72% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +206.51% | |
| 42 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.57% | — | +3.32% | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.57% | — | +5.52% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | — | -1.54% | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.55% | — | +17.10% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.55% | — | +65.26% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | -0.30% | +0.53% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.29% | -0.55% | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.52% | -0.12% | +6.91% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.51% | — | -0.67% |