CIK: 0001091860
申告総資産額
$2.1億
上位200銘柄を表示中(全503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 | 4.67% | — | -4.56% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.50% | — | -4.51% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.97% | -0.73% | -9.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.81% | — | +1.02% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.57% | — | +4.01% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.88% | — | +0.76% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.68% | +0.17% | -4.59% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.62% | +0.30% | -3.40% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.35% | — | +1.61% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 2.25% | +0.08% | +0.64% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.14% | +0.10% | +54.57% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.10% | -0.09% | +0.07% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.91% | +0.35% | +0.61% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.78% | — | -0.38% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.63% | — | +0.72% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.55% | +0.06% | +1.44% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.32% | — | -2.99% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.26% | +5.25% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.23% | -0.08% | -11.20% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.16% | — | +3.22% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.15% | — | -2.22% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | -5.81% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.98% | — | +0.10% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.95% | — | +0.29% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.92% | — | -11.83% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.88% | — | +0.03% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.84% | — | -2.56% | |
| 28 | SWRSX | Schwab Treas Inf Prot Fd-sel | 株式-その他 | 0.77% | — | -6.21% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | — | +2.49% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.72% | +0.18% | +4.22% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | +5.95% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | +1.68% | |
| 33 | SUB | Ishares Short-term National | ETF-その他 | 0.60% | — | +4.57% | |
| 34 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.57% | — | +5.04% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.25% | +15.61% | |
| 36 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.56% | — | -3.58% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | — | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.10% | +172.95% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.49% | — | +3.58% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | -0.35% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | -0.38% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.42% | — | — | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | -10.34% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.37% | — | -0.63% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.37% | +0.71% | +19.16% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.36% | — | -7.10% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | — | -32.63% | |
| 48 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.35% | — | +3.75% | |
| 49 | DISV | Dimensional International Sm | ETF-その他 | 0.35% | — | +1.01% | |
| 50 | DFIC | Dimensional International Co | ETF-その他 | 0.35% | — | — |