CIK: 0001091860
申告総資産額
$2.1億
上位200銘柄を表示中（全501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 | 7.03% | +0.35% | +37.23% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.50% | — | — | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.49% | — | -6.63% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.35% | — | -0.21% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.80% | -0.73% | -8.06% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.36% | — | +3.34% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.69% | — | +0.93% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.53% | +0.11% | +132.96% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.44% | +0.30% | +2.58% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.40% | +0.17% | -0.77% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.39% | — | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.38% | +0.08% | +3.95% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.18% | — | +0.04% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.14% | +0.10% | +13.91% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.99% | +0.15% | +82.93% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.86% | — | +1.78% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.75% | -0.09% | -20.19% | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.36% | +0.06% | +0.71% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.29% | — | -0.68% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.28% | -0.08% | +15.49% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.26% | -3.79% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.15% | -0.10% | -0.77% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | — | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.01% | +0.18% | +16.23% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.01% | — | +6.41% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.94% | — | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.89% | — | -0.07% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.83% | — | +3.67% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | +8.47% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.82% | — | -1.99% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | -4.57% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.68% | — | -9.44% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | -2.41% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.25% | -2.15% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.67% | +0.71% | +6.46% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.65% | — | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | — | -0.01% | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.59% | — | +0.49% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.57% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | -0.39% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | — | -12.95% | |
| 42 | SUB | Ishares Short-term National | ETF-その他 | 0.50% | — | +5.91% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.47% | — | +2.06% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | — | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.43% | — | — | |
| 46 | DFIC | Dimensional International Co | ETF-その他 | 0.43% | — | +9.11% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.41% | — | +20.82% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | — | +61.51% | |
| 49 | DISV | Dimensional International Sm | ETF-その他 | 0.39% | — | +8.63% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.37% | — | — |