CIK: 0001587192
申告総資産額
$5.9億
上位200銘柄を表示中（全435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 | 4.29% | -0.70% | +18.81% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 4.12% | — | +3.95% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.65% | -0.02% | -0.81% | |
| 4 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.11% | -0.38% | -5.66% | |
| 5 | UBER | Uber Technologies INC | 株式-資本財 | 3.09% | -0.35% | +0.17% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.00% | +0.91% | +0.35% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.85% | -0.26% | +20.94% | |
| 8 | XLE | Ss Energy Select Sector | ETF-その他 | 2.82% | +0.51% | +1.08% | |
| 9 | COF | Capital One Financial CORP | 株式-金融 | 2.73% | -0.80% | +9.03% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.67% | -0.39% | -4.57% | |
| 11 | C | Citigroup INC | 株式-金融 | 2.64% | — | +8.05% | |
| 12 | TOTR | T Rowe Price Total Return Et | ETF-その他 | 2.41% | — | -1.35% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 2.40% | -0.38% | +2.12% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.24% | -0.25% | +0.64% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.17% | — | -2.75% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | — | +1.83% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.13% | — | +11.77% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.07% | -0.32% | -0.08% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 2.06% | -0.42% | +1.66% | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 2.02% | +0.04% | +2.05% | |
| 21 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.99% | +0.11% | +23.94% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.99% | — | +6.44% | |
| 23 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 1.95% | — | -10.58% | |
| 24 | MU | Micron Technology INC | 株式-IT | 1.65% | -0.55% | +1.17% | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 1.62% | +0.24% | +0.84% | |
| 26 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.57% | — | +1.42% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 1.55% | -0.67% | -12.31% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.52% | — | -12.10% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.47% | — | +154.77% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 1.46% | — | +74.19% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.30% | — | +0.03% | |
| 32 | BKR | Baker Hughes Co | 株式-エネルギー | 1.30% | +0.21% | +0.30% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | +0.13% | +129.61% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.35% | -1.05% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.18% | — | +0.23% | |
| 36 | CNH | CNH Industrial N.V. | 株式-資本財 | 1.16% | +0.11% | +0.13% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.13% | — | +0.11% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | -1.34% | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.98% | — | +1.31% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | +0.11% | +3.13% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.84% | — | -9.59% | |
| 42 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.79% | +0.08% | +1.02% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.76% | +0.15% | +22.41% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.76% | +0.08% | +0.18% | |
| 45 | WY | Weyerhaeuser Co | 株式-不動産 | 0.71% | +0.08% | +5.18% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.70% | — | -24.94% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.62% | — | -0.26% | |
| 48 | GTLS | Chart Industries INC | 株式-資本財 | 0.60% | — | +1.63% | |
| 49 | SLB | Slb LTD | 株式-エネルギー | 0.51% | +0.12% | +22.69% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.11% | -0.43% |