CIK: 0001555170
申告総資産額
$246.7億
上位200銘柄を表示中(全2828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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.32% | -0.61% | +6.63% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.56% | +0.77% | +26.68% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.25% | -0.77% | +66.66% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.71% | — | +2.42% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.00% | +0.03% | +9.20% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.04% | — | -26.47% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.78% | -0.48% | +4.74% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.32% | — | +4.64% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.05% | — | +16.65% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.90% | — | +4.54% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.63% | — | +2.74% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.63% | -0.08% | -3.29% | |
| 13 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.52% | — | +5.19% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.51% | — | -19.53% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.33% | — | +1.69% | |
| 16 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 1.27% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.16% | -0.13% | +6.57% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | +3.48% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.88% | — | +471027.14% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.85% | +0.36% | NEW | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | — | -19.21% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | -0.07% | +1.43% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.66% | — | +77.93% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.65% | +0.24% | +40.69% | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.64% | — | +0.76% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.64% | +0.11% | +40.09% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.56% | — | -10.98% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.55% | — | -17.16% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.20% | +1.58% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.52% | — | -3.22% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.52% | — | +0.45% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.50% | — | -3.26% | |
| 33 | DFSD | Dimensional Short Duration | ETF-その他 | 0.48% | +0.13% | +808.22% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.48% | — | -1.04% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | -56.04% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.46% | — | -1.66% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | -4.75% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | — | -2.59% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.45% | — | +2.89% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.42% | — | -17.13% | |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.37% | — | +35.12% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.36% | — | +12.70% | |
| 43 | PGX | Invesco Preferred ETF | ETF-その他 | 0.35% | — | +11.02% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.34% | — | -8.31% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.34% | — | +151.24% | |
| 46 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.33% | +0.23% | +44.25% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | — | -10.91% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.31% | — | -23.33% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.31% | — | +10.73% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.31% | — | -44.40% |