CIK: 0001433541
申告総資産額
$40.5億
上位200銘柄を表示中（全201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 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 16.27% | — | -0.39% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 11.67% | -0.29% | +1.64% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 9.89% | -0.71% | +2.95% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.52% | -0.27% | -1.03% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.02% | +0.05% | -1.33% | |
| 6 | BILL | Bill Holdings INC | 株式-IT | 3.74% | — | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.44% | -0.01% | +2.30% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.32% | -0.25% | -1.74% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 2.83% | — | -0.94% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.82% | — | -7.27% | |
| 11 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.71% | — | -0.86% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.62% | +0.03% | -2.89% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.28% | +3.60% | -2.27% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | -0.02% | -2.96% | |
| 15 | NET | Cloudflare INC - Class A | 株式-IT | 1.49% | — | +5413.22% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.29% | -0.02% | +1.59% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | — | -2.79% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.09% | — | -1.67% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.06% | +0.03% | -0.67% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | — | -0.69% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 0.86% | — | +0.15% | |
| 22 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.82% | — | -1.35% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.72% | +0.02% | +0.75% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.01% | +2.90% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | +0.08% | -2.03% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.08% | -0.02% | |
| 27 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.51% | — | -0.25% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | -0.61% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | +0.01% | -5.87% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.39% | +0.01% | +0.37% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.38% | — | +0.22% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.34% | — | -0.99% | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.34% | — | +8.38% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | +0.04% | -2.70% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.31% | — | +0.04% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.29% | — | -3.78% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.29% | — | -6.87% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | +0.05% | -8.34% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | +0.74% | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.25% | — | -6.10% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | +25.87% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | +12.85% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.23% | — | -2.03% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | -2.42% | |
| 45 | DOCU | Docusign INC | 株式-IT | 0.22% | — | +0.13% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.21% | — | -0.56% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.20% | -0.03% | +113.78% | |
| 48 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.20% | +0.01% | +48.14% | |
| 49 | RY | Royal Bank Of Canada | 株式-金融 | 0.19% | +0.02% | -11.62% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.19% | — | -12.75% |