CIK: 0001729303
申告総資産額
$9.0億
上位200銘柄を表示中（全565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 | 3.51% | +0.42% | +3.03% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.27% | — | +8.95% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.27% | -0.14% | +0.91% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.14% | +0.16% | -1.98% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.03% | -0.23% | -2.09% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.00% | — | +2.02% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.00% | -0.11% | +31.13% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.86% | -0.20% | -5.07% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.82% | -0.33% | +2.52% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.70% | -0.28% | +2.08% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.68% | -0.09% | -9.65% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.43% | — | -0.08% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.42% | — | +0.27% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.33% | — | +0.42% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.30% | -0.11% | -10.63% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.29% | +0.11% | -3.62% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.25% | -1.09% | +6.93% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | -0.29% | -2.03% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | +4.66% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.11% | -0.13% | -2.06% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.11% | — | -0.14% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | — | -0.77% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.98% | — | +22.45% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.95% | — | -1.76% | |
| 25 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.88% | — | +3709.08% | |
| 26 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 0.87% | — | +8.47% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | -0.14% | +10.46% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.81% | — | -0.52% | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.80% | -0.34% | +0.97% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.78% | — | -41.45% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.73% | — | +23.27% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.72% | — | -1.83% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | — | +106.90% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | +1.34% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.72% | — | +1.53% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.71% | — | +54.03% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.70% | +0.20% | -14.87% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | -1.65% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.69% | — | -2.09% | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.67% | — | +2.57% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | +0.10% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.67% | — | -4.48% | |
| 43 | C | Citigroup INC | 株式-金融 | 0.66% | — | +0.25% | |
| 44 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.64% | — | +11.18% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.62% | — | +1016.00% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.29% | +3.95% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.58% | — | +11.29% | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.57% | -0.12% | +0.86% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.57% | — | -2.05% | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.57% | -0.17% | -4.14% |