CIK: 0001555170
申告総資産額
$246.7億
上位200銘柄を表示中（全4579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 | 12.14% | -0.61% | +1.91% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.04% | -0.77% | +1.45% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.00% | +0.77% | +1.79% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 6.20% | +0.03% | +0.97% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.18% | -0.48% | +1.17% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.17% | — | +2.61% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.40% | — | +1.25% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.92% | — | +2.34% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.84% | -0.13% | +42.97% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.39% | — | +1.64% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.37% | — | +1.85% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.34% | — | +1.75% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.34% | -0.08% | -2.45% | |
| 14 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 1.33% | -0.10% | +2.17% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 1.13% | — | +1.99% | |
| 16 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 1.12% | — | +1.82% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.05% | -0.09% | +89.24% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.20% | +19.63% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.95% | +0.24% | +21.19% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.88% | +0.11% | +21.35% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.77% | — | +18.90% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | — | +6.59% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | +2.16% | |
| 24 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 0.61% | — | +2.39% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | +12.18% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.58% | — | +0.98% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.57% | — | -1.19% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +31.57% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | +8.58% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.50% | — | +4.35% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.49% | -0.08% | +15.57% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.46% | — | +2.74% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | +0.36% | NEW | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | — | +10.12% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +7.50% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | +1.26% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +16.86% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.33% | — | -1.07% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.33% | -0.07% | +50.60% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.33% | — | +4.13% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.31% | — | +1.39% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | — | +21.86% | |
| 43 | SUB | Ishares Short-term National | ETF-その他 | 0.30% | — | +1.01% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.30% | — | -2.86% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +9.71% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | +20.45% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | — | -1.22% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | +0.06% | +10.00% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.28% | -0.12% | +1.92% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.05% | +13.17% |