CIK: 0001091860
申告総資産額
$2.1億
上位200銘柄を表示中（全449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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.34% | +0.35% | -0.28% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.64% | -0.73% | +0.92% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.19% | — | -3.36% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.72% | — | +2.58% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.66% | +0.30% | +49.67% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.59% | — | +18.97% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.56% | +0.17% | +0.69% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.55% | — | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.54% | -0.19% | — | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.40% | +0.18% | +9.12% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.37% | — | -8.10% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.29% | — | +0.88% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.24% | -0.09% | -7.15% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.15% | — | +31.70% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.94% | — | -19.38% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.86% | — | +1.46% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.83% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.22% | -0.08% | +173.25% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.22% | — | -1.89% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.16% | — | -13.08% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.26% | -21.10% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.09% | — | -16.81% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.25% | -14.69% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.90% | +0.10% | +22.00% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.84% | +0.71% | -20.52% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.83% | +0.08% | +0.61% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.73% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | -24.86% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.64% | — | -1.31% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.62% | — | +33.64% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | -3.06% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.53% | — | +19.39% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.52% | — | -5.97% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.51% | +0.11% | -2.21% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | -20.36% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.44% | — | +24.68% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.44% | — | -3.91% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.43% | +0.15% | +6.31% | |
| 39 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.37% | — | -36.68% | |
| 40 | PFSI | Pennymac Financial Services | 株式-その他 | 0.35% | — | -14.22% | |
| 41 | CSTL | Castle Biosciences INC | 株式-その他 | 0.35% | — | -3.04% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | — | +4.82% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.34% | -0.10% | -48.46% | |
| 44 | BAND | Bandwidth Inc-class A | 株式-その他 | 0.34% | — | -16.54% | |
| 45 | SNX | TD Synnex CORP | 株式-IT | 0.34% | — | -1.80% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | +0.18% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.34% | — | -49.00% | |
| 48 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.33% | — | — | |
| 49 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 0.33% | — | +1.89% | |
| 50 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.32% | -0.08% | EXIT |