CIK: 0001091860
申告総資産額
$2.1億
上位200銘柄を表示中（全559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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.02% | — | +4.08% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.24% | — | +0.27% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.03% | -0.73% | -0.84% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.44% | +0.35% | +72.83% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.19% | — | -0.19% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.85% | +0.08% | -21.29% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.73% | — | +8.75% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.42% | +0.17% | -15.54% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.42% | +0.30% | -5.32% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.34% | — | — | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.16% | — | -2.81% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.95% | — | +0.74% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.82% | +0.18% | +2.98% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.79% | -0.09% | -0.48% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.56% | +0.10% | -1.09% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.22% | -0.08% | +2.11% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.21% | — | -13.94% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.26% | +0.27% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.11% | — | -1.97% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.09% | +0.71% | -0.10% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.98% | — | -1.01% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | -2.02% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.94% | — | -5.05% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.87% | — | -18.91% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | -0.25% | -6.98% | |
| 26 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.78% | — | +7.66% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | +3.87% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.60% | — | -44.45% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.60% | — | — | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | +0.15% | +22.08% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.57% | — | +3.21% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.56% | — | +4.24% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.53% | — | +0.78% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.50% | — | +0.05% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | — | -2.24% | |
| 36 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.49% | — | +162.80% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.48% | +0.11% | -8.02% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | -1.51% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | -0.19% | — | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | — | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.39% | — | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.38% | — | +27.37% | |
| 43 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.35% | — | — | |
| 44 | ALLY | Ally Financial INC | 株式-金融 | 0.33% | — | -2.38% | |
| 45 | DFAI | Dimensional International Co | ETF-その他 | 0.33% | — | +11.40% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.32% | — | +1.96% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.32% | -0.10% | +235.42% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | — | |
| 49 | COF | Capital One Financial CORP | 株式-金融 | 0.31% | — | -5.81% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.30% | — | -2.68% |