CIK: 0001555170
申告総資産額
$246.7億
上位200銘柄を表示中（全4864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 | 12.25% | -0.61% | +1.48% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 6.77% | +0.77% | +3.86% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.67% | -0.77% | +2.54% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.60% | +0.03% | -7.05% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.25% | -0.48% | +0.41% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.71% | — | +16.13% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.29% | — | +2.94% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.23% | -0.13% | +5.85% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.91% | — | +38.46% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.91% | — | +2.90% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 1.34% | — | +2.96% | |
| 12 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 1.32% | -0.10% | +1.66% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.30% | -0.08% | -1.83% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.29% | — | +2.78% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.24% | -0.09% | +8.65% | |
| 16 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 1.11% | — | +1.47% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.20% | +2.57% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.99% | +0.24% | +5.14% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.95% | +0.11% | +9.25% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.80% | — | +4.60% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | — | +1.79% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | +9.70% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | +3.14% | |
| 24 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 0.62% | — | +1.83% | |
| 25 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 0.58% | — | -47.61% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.52% | — | -2.55% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.52% | -0.08% | -3.04% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.52% | — | -6.69% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | +1.08% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.50% | — | +2.94% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.49% | +0.19% | +187.42% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +4.09% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | +2.06% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | +0.36% | NEW | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | — | +3.99% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.40% | -0.07% | +1.09% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +4.86% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +1.91% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | +2.01% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.35% | — | +5.60% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | — | +9.85% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.32% | — | -3.18% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | — | +5.13% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.05% | +2.32% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.29% | — | +2.16% | |
| 46 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.29% | +0.23% | +17.64% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +1.43% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | — | +1.74% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | — | -1.14% | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.28% | — | -2.01% |