CIK: 0001433541
申告総資産額
$40.5億
上位200銘柄を表示中（全274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 | 15.93% | — | +2.50% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 10.41% | -0.71% | +1.95% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.00% | -0.29% | -3.44% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.59% | -0.27% | +4.60% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.47% | -0.01% | +0.05% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.36% | +0.05% | +0.35% | |
| 7 | BILL | Bill Holdings INC | 株式-IT | 3.18% | — | -1.14% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.02% | +0.03% | -3.61% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.91% | -0.25% | -0.73% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.65% | — | +9.72% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | +3.60% | -0.28% | |
| 12 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.32% | — | -2.22% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.99% | — | -4.73% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.63% | -0.02% | +0.44% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.32% | — | -0.80% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.06% | +0.03% | -0.92% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.03% | -0.02% | -3.18% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.96% | — | -0.32% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 0.82% | — | — | |
| 20 | LDOS | Leidos Holdings INC | 株式-IT | 0.80% | — | -0.01% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.01% | -18.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | +0.08% | -1.24% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | +0.02% | -2.21% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | -0.91% | |
| 25 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.56% | — | -18.84% | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.51% | -0.05% | +22.73% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.49% | — | +4510.19% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.49% | -0.68% | +43.41% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | +0.08% | +0.14% | |
| 30 | DFAT | Dimensional US Target Value | ETF-その他 | 0.48% | -0.02% | +1.19% | |
| 31 | DFIV | Dimensional International Va | ETF-その他 | 0.48% | — | +9.03% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.47% | -0.13% | +13.60% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.46% | — | +1.27% | |
| 34 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.44% | +0.01% | +67.48% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.43% | — | -0.14% | |
| 36 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.43% | — | +4.64% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.40% | -0.04% | -2.47% | |
| 38 | SAIC | Science Applications Inte | 株式-IT | 0.39% | — | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | +2.63% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.37% | — | -2.29% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.36% | — | +4.75% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.33% | — | -12.30% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.33% | — | +8.73% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | +0.05% | +5.77% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | +0.04% | +2.44% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.31% | — | +19.18% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | -0.03% | +4.91% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | +0.01% | -1.29% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.28% | — | +86.43% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | +0.01% | -0.14% |