CIK: 0001599868
申告総資産額
$38.0億
上位200銘柄を表示中（全665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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.47% | — | +0.25% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.44% | -1.02% | +3.14% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.36% | +0.05% | +3.92% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.13% | +0.36% | -0.73% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.03% | — | +2.55% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.96% | -0.76% | -0.96% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.75% | — | -1.06% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.69% | — | +2.41% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.64% | +0.08% | +1.24% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | — | -3.14% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.43% | +0.14% | +0.71% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.26% | — | -0.02% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.26% | — | +0.85% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.25% | — | +0.10% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.20% | — | +0.28% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.18% | — | -1.50% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.12% | — | +3.54% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.08% | — | +6.39% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.08% | — | +3.02% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | — | +7.76% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.02% | — | +1.16% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | — | -0.68% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | +5.41% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.96% | — | +2.08% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | +0.05% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.95% | — | -0.16% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | -0.38% | -1.11% | |
| 28 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 0.86% | — | +0.50% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.85% | — | +2.49% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | +4.93% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.76% | -0.28% | -0.18% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.75% | — | +7.65% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.74% | — | -5.09% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | — | +3.20% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.72% | — | +1.38% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | +10.71% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.66% | -0.31% | -0.89% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | +0.13% | +8.02% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +0.04% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.63% | — | +0.80% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | — | +2.54% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.56% | — | +0.42% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.56% | — | +9.13% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | -4.85% | |
| 45 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.54% | — | +3.41% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +1.51% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | -4.27% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | +1.19% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | -0.69% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.51% | — | +2.78% |