CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全466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 | 5.37% | +0.42% | -13.62% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.06% | +0.16% | +1.00% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.43% | -0.20% | -1.01% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.28% | — | +52.72% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.09% | — | +20.45% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.97% | — | +0.41% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.89% | -0.14% | -1.21% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.71% | -0.23% | +26.11% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.28% | -0.47% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.61% | -0.33% | +21.01% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.47% | — | +1.34% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.45% | — | +15.54% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.42% | -0.09% | +907.36% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.41% | +0.11% | +1.77% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.41% | — | +3.26% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.40% | +0.63% | +52.04% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.30% | +0.20% | +2.52% | |
| 18 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 1.26% | — | -13.29% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | — | +2.79% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.24% | -0.13% | -2.74% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | — | +1.63% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.29% | +2.28% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.05% | — | +38.16% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | -0.11% | +2.77% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.95% | — | +22.43% | |
| 26 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.94% | — | -12.72% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | +2.84% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.89% | — | +2.88% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.78% | — | +0.63% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | -8.17% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.74% | — | +20.43% | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.74% | — | -0.42% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.70% | — | +1.06% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.68% | — | +88.27% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.68% | — | +0.27% | |
| 36 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.64% | -0.34% | — | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.62% | — | +3.85% | |
| 38 | LHX | L3harris Technologies INC | 株式-資本財 | 0.62% | -0.16% | +4.85% | |
| 39 | LQDW | Ishares Ingr CORP Bd B/w ETF | ETF-その他 | 0.62% | — | -5.80% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.14% | -31.60% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | -4.09% | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.58% | — | +10.01% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | -0.30% | +8.56% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.57% | — | +3.26% | |
| 45 | PANW | Palo Alto Networks INC | 株式-IT | 0.56% | — | +0.25% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.56% | -0.12% | +5.08% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | — | -3.07% | |
| 48 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | — | +2.56% | |
| 49 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.54% | — | +1.37% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.53% | -0.11% | -38.21% |