CIK: 0001433541
申告総資産額
$40.5億
上位200銘柄を表示中（全297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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.25% | +3.60% | -4.21% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 11.00% | -0.71% | +0.68% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.75% | -0.29% | +2.96% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 8.87% | — | +0.19% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.39% | -0.27% | +0.46% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.31% | -0.68% | -14.32% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.94% | -0.01% | -0.32% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.32% | -0.25% | -0.97% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.28% | +0.03% | -2.47% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.24% | -0.13% | +8.75% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.06% | +0.05% | +0.81% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.25% | +0.03% | -0.54% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.24% | — | +2.75% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | -0.02% | -0.96% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.10% | — | -0.71% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.99% | -0.02% | +0.62% | |
| 17 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.97% | -0.03% | -2.24% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.96% | +0.08% | -0.25% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | — | -4.48% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.92% | -0.05% | +2.97% | |
| 21 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.80% | +0.01% | +1.00% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.77% | -0.03% | +14.26% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | -0.02% | +0.14% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.01% | -4.16% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.71% | -0.04% | -1.13% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.69% | — | -1.89% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.59% | — | -0.59% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | +0.02% | +7.52% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.58% | -0.03% | -1.61% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.08% | -1.82% | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.54% | — | +5.64% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.50% | +0.01% | -42.66% | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.46% | — | -4.89% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.46% | — | +0.54% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.46% | — | -0.34% | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 0.43% | +0.04% | +0.90% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.38% | — | -1.32% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.34% | +0.02% | -0.46% | |
| 39 | DFAT | Dimensional US Target Value | ETF-その他 | 0.34% | -0.02% | -0.99% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.33% | -0.01% | +1.67% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | +0.05% | -2.74% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.30% | +0.04% | +1.99% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.30% | — | -0.21% | |
| 44 | DFIV | Dimensional International Va | ETF-その他 | 0.29% | — | -0.94% | |
| 45 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.25% | +0.07% | +3.24% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.25% | — | +2.12% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.25% | — | -1.29% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.25% | — | +3.88% | |
| 49 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.24% | +0.06% | +38.23% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | — | -3.99% |