CIK: 0001602730
申告総資産額
$7.4億
上位200銘柄を表示中（全266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 | DSTL | Distillate US Fundamental St | ETF-その他 | 11.13% | +0.04% | +2.63% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.93% | -0.39% | +0.29% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 7.44% | +0.95% | +16.29% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.08% | +0.14% | +1.30% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.60% | — | +0.49% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.49% | — | -2.60% | |
| 7 | JMTG | Mortgage-backed Securities | ETF-その他 | 3.72% | -0.51% | -17.76% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.88% | -0.26% | +0.74% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.62% | -0.13% | +1.14% | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 2.62% | +0.15% | +0.11% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.07% | -0.20% | -1.92% | |
| 12 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 2.03% | +0.07% | +1.45% | |
| 13 | DFIS | Dimensional International Sm | ETF-その他 | 1.55% | +0.15% | +5.93% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.47% | -0.33% | -0.03% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.30% | -0.21% | |
| 16 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 1.37% | +0.49% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.30% | — | +1.95% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | -0.14% | -4.27% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | +4.67% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.01% | — | -0.07% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.95% | -0.13% | -1.74% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | -0.05% | -1.15% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.80% | -0.39% | +0.01% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.78% | — | -0.39% | |
| 25 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.75% | +0.07% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | — | -0.41% | |
| 27 | WK | Workiva INC | 株式-IT | 0.61% | -0.18% | — | |
| 28 | DEA | Easterly Government Properti | 株式-その他 | 0.55% | -0.34% | -0.00% | |
| 29 | AVDE | Avantis International Equity | ETF-その他 | 0.49% | -0.15% | -3.58% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | +3.44% | |
| 31 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.45% | — | -0.31% | |
| 32 | MTB | M & T Bank CORP | 株式-金融 | 0.43% | — | +0.12% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.42% | — | -0.08% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | +0.07% | +37.90% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | -0.04% | -10.00% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.39% | — | +0.48% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | +0.13% | +18.36% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.06% | +4.68% | |
| 39 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.34% | — | +1.46% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | -0.04% | -1.92% | |
| 41 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.33% | +0.08% | +8.00% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -10.63% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | +6.57% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.30% | -0.09% | -1.31% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.30% | +0.04% | -0.22% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.29% | -0.07% | +8.27% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +124.53% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.28% | — | +0.02% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.27% | — | +5.41% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.26% | -0.09% | +2.90% |