CIK: 0001091860
申告総資産額
$2.1億
上位200銘柄を表示中（全517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 | 4.79% | — | +2.31% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.42% | — | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.96% | -0.73% | -0.52% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.85% | — | +0.81% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.72% | — | +1.59% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.01% | +0.35% | +52.35% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.97% | — | -0.08% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.65% | +0.17% | +0.17% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.55% | +0.30% | -6.18% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.37% | — | +1.66% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.33% | +0.10% | +8.63% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.21% | +0.08% | -1.60% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.07% | -0.09% | -2.10% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.84% | — | +2.71% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.66% | — | +1.21% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.55% | +0.06% | -0.37% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.29% | — | -0.91% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.26% | -2.50% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | -2.45% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.11% | -0.08% | -2.00% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.11% | — | -4.77% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | -8.83% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.95% | — | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.94% | — | +2.28% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | — | -7.93% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.88% | — | — | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.85% | +0.18% | +18.12% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | — | -5.82% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | -1.50% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | +0.56% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.67% | — | -0.55% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | -0.25% | +10.90% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.57% | — | +0.97% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.56% | — | -8.65% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.55% | — | — | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | -0.06% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -0.10% | -1.41% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | — | +2.41% | |
| 39 | SWRSX | Schwab Treas Inf Prot Fd-sel | 株式-その他 | 0.46% | — | -40.09% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | -10.55% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.44% | — | +21.84% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.42% | — | +3.81% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | -1.68% | |
| 44 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.41% | — | -2.27% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.38% | +0.71% | +0.75% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.37% | — | -0.88% | |
| 47 | DISV | Dimensional International Sm | ETF-その他 | 0.37% | — | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.36% | — | — | |
| 49 | DFIC | Dimensional International Co | ETF-その他 | 0.34% | — | -2.52% | |
| 50 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.34% | — | — |