CIK: 0001091860
申告総資産額
$2.1億
上位200銘柄を表示中（全538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 | 5.13% | — | -27.84% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.99% | -0.73% | +20.87% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.82% | — | -2.19% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.38% | — | +5.19% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.20% | — | +349.17% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.71% | +0.17% | +19.79% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.59% | +0.08% | -0.82% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.51% | — | +0.55% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.35% | +0.30% | +7.29% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.32% | +0.35% | -26.23% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.20% | — | +1.48% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.16% | — | -1.19% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.80% | -0.09% | +0.14% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.68% | +0.18% | +0.36% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.56% | +0.10% | +7.33% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.48% | — | +32.93% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.40% | -0.19% | +194.44% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.36% | -0.08% | -3.61% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -0.26% | -3.12% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.25% | — | +49.77% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.04% | — | -0.78% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.02% | +0.71% | +1.89% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.00% | — | +88.86% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | -0.65% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | — | -3.56% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.84% | — | +48.71% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.84% | — | -12.23% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | -0.25% | +11.39% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | — | -55.36% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | -0.08% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | — | +29.62% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.67% | — | +37.86% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.60% | — | -0.38% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.55% | +0.15% | +0.84% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.52% | — | +5.79% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.49% | — | +93.08% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.44% | +0.11% | +1.86% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.43% | — | -6.41% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | -3.26% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | -0.09% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.38% | — | -0.25% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | +43.52% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.38% | — | — | |
| 44 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.36% | — | +2.21% | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.35% | — | -22.66% | |
| 46 | DFAI | Dimensional International Co | ETF-その他 | 0.33% | — | +6.19% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.33% | -0.10% | -20.08% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | -0.89% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | — | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | — | — |