CIK: 0001555170
申告総資産額
$246.7億
上位200銘柄を表示中（全3432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 | 14.54% | -0.61% | +1.96% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.10% | +0.77% | +4.02% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 7.12% | +0.03% | +14.15% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.94% | -0.77% | -7.64% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.28% | — | +5.14% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.14% | -0.48% | +3.49% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.66% | — | +21.95% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 2.00% | — | +4.72% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.00% | — | +4.33% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.67% | — | -24.96% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.63% | — | +3.79% | |
| 12 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 1.58% | — | +4.60% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.39% | -0.08% | -4.41% | |
| 14 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.37% | — | +1.60% | |
| 15 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 1.12% | — | +6.23% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.07% | -0.13% | +6.00% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.96% | — | -5.75% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.93% | — | -0.38% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.75% | +0.24% | +4.37% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.70% | +0.11% | +7.67% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | -15.22% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.65% | — | +2.76% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | — | +7.34% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.59% | — | +13.26% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | -1.43% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | +6.98% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.50% | -0.20% | +3.37% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.42% | +0.36% | NEW | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.40% | — | +1.53% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | — | +2.43% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.39% | — | +2.99% | |
| 32 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.39% | +0.23% | +10.97% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.38% | — | +3.76% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.34% | -0.07% | -3.98% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.33% | — | +4.09% | |
| 36 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.33% | — | +2.97% | |
| 37 | PGX | Invesco Preferred ETF | ETF-その他 | 0.33% | — | -2.33% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.31% | — | +7.29% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | — | +3.80% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.30% | — | -1.49% | |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.29% | — | +8.67% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.29% | — | -0.37% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.28% | — | +0.05% | |
| 44 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.26% | — | +4.83% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | +2.45% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.25% | — | +9.02% | |
| 47 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.24% | — | +0.12% | |
| 48 | UITB | Victoryshares Core Intermedi | ETF-その他 | 0.24% | — | +16.20% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.24% | — | -9.41% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.24% | — | -15.35% |