CIK: 0001512601
申告総資産額
$8.2億
上位200銘柄を表示中（全296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 | 15.57% | -0.48% | +2.36% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.19% | +0.12% | +6.02% | |
| 3 | AVDE | Avantis International Equity | ETF-その他 | 5.87% | +0.19% | +41.07% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 4.60% | — | +46.56% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.20% | -0.13% | -0.99% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.76% | -0.02% | +9.37% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.48% | +0.27% | -1.84% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.63% | +0.12% | +32.42% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.22% | -0.03% | -21.21% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.04% | — | +0.66% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.92% | +0.10% | +45.37% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.59% | — | -45.96% | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 1.51% | — | +21.51% | |
| 14 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 1.42% | — | +46.10% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.34% | -0.18% | +903.86% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.11% | +2.14% | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.07% | +0.15% | -4.15% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.01% | -0.05% | -13.14% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.98% | — | -10.86% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.96% | — | -28.43% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | -16.31% | |
| 22 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.93% | — | -9.28% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +3.42% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | -0.09% | -2.12% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.86% | +0.12% | +28.88% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.81% | — | -50.65% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | +2.25% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -0.50% | |
| 29 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.72% | — | -3.69% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.08% | -2.19% | |
| 31 | XVV | Ishares Esg Select Screened | ETF-その他 | 0.68% | — | -9.98% | |
| 32 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.68% | +0.19% | -0.38% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | -0.71% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | -0.05% | +10.15% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.58% | — | -0.73% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | -0.08% | +0.78% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | -0.71% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.37% | +0.05% | +0.27% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.37% | -0.05% | +10.20% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | +3.91% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | -2.18% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.35% | — | -24.96% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.34% | — | -16.25% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.33% | — | -15.15% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | -6.34% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | — | -1.37% | |
| 47 | WD | Walker & Dunlop INC | 株式-その他 | 0.29% | — | — | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.29% | — | -7.90% | |
| 49 | DELL | Dell Technologies -c | 株式-IT | 0.26% | +0.07% | -30.32% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | — | +1.04% |