CIK: 0001433541
申告総資産額
$40.5億
上位200銘柄を表示中（全307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 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 12.66% | -0.68% | +29.07% | |
| 2 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 11.83% | — | -5.28% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 9.22% | -0.71% | +4.52% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.47% | -0.27% | +2.42% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.09% | -0.29% | +3.58% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.24% | +3.60% | +11.22% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.99% | -0.01% | +3.04% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.85% | -0.25% | -1.09% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.79% | +0.03% | -0.08% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.41% | +0.05% | -5.93% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 1.53% | — | +22.84% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.27% | -0.02% | -4.50% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.19% | -0.02% | -1.71% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.18% | -0.13% | +18.63% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | — | +2.43% | |
| 16 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.12% | — | -13.70% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 1.11% | -0.05% | -10.90% | |
| 18 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.02% | — | -7.30% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.99% | — | +38.37% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.99% | +0.08% | +116.91% | |
| 21 | BILL | Bill Holdings INC | 株式-IT | 0.96% | — | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.01% | -0.76% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.82% | -0.02% | +1.51% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.81% | +0.03% | -1.12% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.66% | -0.03% | +102.57% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.66% | — | -1.05% | |
| 27 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.65% | +0.01% | +2.48% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | -0.03% | -10.80% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.60% | — | +109.89% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.56% | — | +1.67% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | +0.08% | -2.53% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.49% | — | -2.93% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.48% | +0.04% | -0.39% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.47% | — | -23.93% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | +0.02% | -1.19% | |
| 36 | DFAT | Dimensional US Target Value | ETF-その他 | 0.42% | -0.02% | -1.14% | |
| 37 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.39% | — | -11.30% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.38% | — | -6.28% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.37% | — | +0.00% | |
| 40 | DFIV | Dimensional International Va | ETF-その他 | 0.37% | — | -1.48% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.34% | — | +0.23% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.33% | — | -0.37% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.32% | +0.01% | -6.65% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.31% | — | -1.95% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.31% | -0.04% | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | +0.02% | +21.43% | |
| 47 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.29% | -0.01% | +5.16% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | +0.05% | +1.02% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.28% | — | -3.65% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.25% | — | -1.02% |