CIK: 0001587192
申告総資産額
$5.9億
上位200銘柄を表示中（全319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 | AAPL | Apple INC | 株式-IT | 4.89% | -0.70% | -0.16% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 4.32% | — | +0.47% | |
| 3 | XLE | Ss Energy Select Sector | ETF-その他 | 4.15% | +0.51% | +0.71% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.72% | +0.91% | -0.34% | |
| 5 | FDX | Fedex CORP | 株式-資本財 | 3.58% | +0.04% | -5.28% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.25% | — | +2.59% | |
| 7 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.97% | — | -32.24% | |
| 8 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.95% | -0.38% | +2.58% | |
| 9 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.94% | — | +0.56% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.79% | -0.32% | +11.51% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.57% | — | -4.16% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.39% | -0.39% | -8.34% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.33% | -0.25% | +6.62% | |
| 14 | AMAT | Applied Materials INC | 株式-IT | 2.24% | +0.24% | -7.37% | |
| 15 | UBER | Uber Technologies INC | 株式-資本財 | 2.23% | -0.35% | +12.71% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 2.15% | -0.38% | +4.17% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.08% | — | +94.21% | |
| 18 | COF | Capital One Financial CORP | 株式-金融 | 2.08% | -0.80% | +2.77% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.04% | — | +0.58% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 2.02% | — | -0.19% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | — | +1.00% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.79% | -0.42% | +3.72% | |
| 23 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.77% | +0.11% | +9.39% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.75% | — | +24.21% | |
| 25 | MU | Micron Technology INC | 株式-IT | 1.70% | -0.55% | +0.78% | |
| 26 | BKR | Baker Hughes Co | 株式-エネルギー | 1.66% | +0.21% | +2.33% | |
| 27 | C | Citigroup INC | 株式-金融 | 1.60% | — | +6.96% | |
| 28 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 1.56% | — | +31.86% | |
| 29 | WY | Weyerhaeuser Co | 株式-不動産 | 1.44% | +0.08% | +1.73% | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 1.42% | -0.67% | +2.67% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.38% | — | +3.27% | |
| 32 | FISV | Fiserv INC | 株式-その他 | 1.31% | +0.35% | -1.63% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.24% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.35% | +0.96% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.12% | — | +7.64% | |
| 37 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.06% | — | +6.07% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.98% | — | +1.83% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.86% | +0.08% | +2.81% | |
| 40 | CNH | CNH Industrial N.V. | 株式-資本財 | 0.84% | +0.11% | +0.93% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.82% | — | +0.40% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.64% | — | +57.31% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.11% | +4.35% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.63% | — | +4.11% | |
| 45 | SLB | Slb LTD | 株式-エネルギー | 0.58% | +0.12% | +16.36% | |
| 46 | DHI | Dr Horton INC | 株式-一般消費財 | 0.56% | — | -28.92% | |
| 47 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.48% | — | +0.94% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | +0.13% | -6.27% | |
| 49 | AA | Alcoa CORP | 株式-素材 | 0.44% | — | +15.69% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | -0.96% | +2592.59% |