CIK: 0001767989
申告総資産額
$3.9億
上位200銘柄を表示中(全1275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 | DFAU | Dimensional US Core Equity M | ETF-その他 | 7.69% | +0.04% | +3.80% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 6.89% | +0.08% | -7.10% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.12% | -0.53% | -2.03% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.05% | -0.55% | -0.34% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.37% | -0.24% | -0.53% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.08% | — | +7.22% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.04% | +0.24% | -1.80% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.87% | +0.15% | -1.62% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.74% | +0.04% | +49.16% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.66% | -0.15% | -11.38% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.59% | +1.15% | -52.87% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.56% | -0.84% | -1.98% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.19% | -0.47% | +17.32% | |
| 14 | DFSD | Dimensional Short Duration | ETF-その他 | 2.51% | +0.42% | +3.94% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.47% | -0.16% | +105.27% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.30% | -0.22% | -1.95% | |
| 17 | DFAI | Dimensional International Co | ETF-その他 | 2.23% | +0.05% | +8.67% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.95% | +0.03% | -1.77% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.90% | +0.06% | -1.42% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.84% | -0.04% | +48.62% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.82% | +0.09% | -1.35% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 1.80% | +0.02% | -5.72% | |
| 23 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.70% | +0.22% | +4.53% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.57% | +1.75% | NEW | |
| 25 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.56% | -0.05% | — | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.56% | -3.03% | +73.51% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.31% | -0.19% | +6.10% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.22% | — | -0.19% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.21% | +0.02% | — | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.19% | — | -21.53% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.08% | — | -2.33% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.98% | — | +6.00% | |
| 33 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | -0.77% | -28.08% | |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.58% | +0.05% | — | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.48% | -0.04% | — | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.45% | -0.44% | +14.18% | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.33% | — | — | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.29% | +1.56% | +5.77% | |
| 39 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.22% | +0.04% | +5.40% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.18% | — | +34.42% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.05% | +26.59% | |
| 42 | IETC | Ishares U.s. Tech Independen | ETF-テック型 | 0.16% | -0.03% | — | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.16% | — | — | |
| 44 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.15% | -0.09% | -42.64% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.13% | — | +15.31% | |
| 46 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.11% | — | -1.45% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.10% | -0.02% | +5.48% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | — | +47.80% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | — | +35.69% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.08% | — | +21.56% |