CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全483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 | 5.08% | +0.42% | +0.96% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.81% | +0.16% | -2.78% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.11% | -0.20% | -5.41% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.09% | — | +14.53% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.02% | — | -3.58% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.00% | -0.14% | +7.48% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.80% | — | +28.35% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.78% | — | -10.72% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.72% | -0.23% | +10.93% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.52% | -0.33% | +0.75% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.28% | +8.43% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.46% | — | +26.18% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.41% | — | +2.55% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.39% | — | +6.75% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.36% | +0.11% | +0.41% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.34% | -0.09% | +8.05% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.25% | +0.63% | -4.41% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.23% | +0.20% | +4.23% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.22% | -0.13% | +2.51% | |
| 20 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 1.22% | — | +3.56% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.21% | -0.11% | +137.69% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.19% | — | +40.11% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.17% | — | +15.87% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | — | -2.11% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.04% | -0.11% | +5.64% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | -0.29% | +4.72% | |
| 27 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.93% | — | +3.89% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | — | +6.32% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | — | +3.97% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.83% | — | +281.61% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.80% | — | +21.19% | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.75% | — | +5.27% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.14% | +19.46% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -10.18% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.72% | — | +6.54% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.71% | — | +32.83% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.68% | — | -5.72% | |
| 38 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.65% | -0.34% | +55.39% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.64% | — | +6.82% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | +3.18% | |
| 41 | LHX | L3harris Technologies INC | 株式-資本財 | 0.62% | -0.16% | +6.16% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.61% | — | -16.00% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | -0.30% | +3.89% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.57% | — | -10.35% | |
| 45 | TT | Trane Technologies plc | 株式-資本財 | 0.54% | — | +2.01% | |
| 46 | ICE | Intercontinental Exchange In | 株式-金融 | 0.54% | — | +2.12% | |
| 47 | PANW | Palo Alto Networks INC | 株式-IT | 0.54% | — | +7.40% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | -0.16% | +25.06% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.54% | — | +29.88% | |
| 50 | MBB | Ishares Mbs ETF | ETF-その他 | 0.51% | — | +1.14% |