CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全566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 | 3.43% | +0.42% | -2.61% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.17% | +0.16% | -2.87% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.17% | -0.14% | +1.08% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.11% | — | +5.30% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.08% | -0.23% | +0.28% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.98% | — | -1.31% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.98% | -0.20% | -5.99% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.92% | -0.09% | -0.84% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.28% | +0.28% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.77% | -0.33% | +15.15% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.53% | -0.11% | +2.90% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.46% | — | -5.74% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.44% | — | -0.01% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.42% | -0.11% | -13.38% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.34% | — | -15.98% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.34% | +0.11% | -5.14% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.34% | — | -2.08% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.17% | -1.09% | +68.28% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.15% | -0.13% | +0.03% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | — | -1.17% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | — | -0.25% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.11% | — | +1.94% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.29% | -0.28% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.98% | — | +0.93% | |
| 25 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.96% | — | -1.57% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | -0.14% | -0.60% | |
| 27 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.85% | -0.34% | +1.03% | |
| 28 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 0.85% | — | +12.22% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | +0.20% | -0.30% | |
| 30 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.83% | — | -3.74% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.83% | — | +3.30% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.75% | — | -1.46% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.73% | — | +2.12% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +18.91% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | — | -2.48% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | +0.26% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.70% | — | +0.31% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.70% | — | -5.89% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.69% | — | -4.98% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +1.33% | |
| 41 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.66% | — | +2.47% | |
| 42 | UBER | Uber Technologies INC | 株式-資本財 | 0.64% | — | +0.42% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | -0.26% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.62% | -0.17% | +24.27% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.62% | — | +0.15% | |
| 46 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.60% | — | +134.38% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.60% | — | -6.88% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.59% | — | -0.88% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | -0.29% | +4.08% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +66.69% |