CIK: 0001674581
申告総資産額
$10.2億
上位200銘柄を表示中（全208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 | DFAI | Dimensional International Co | ETF-その他 | 17.59% | +18.04% | NEW | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 10.89% | +12.58% | NEW | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 10.54% | +10.64% | NEW | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.14% | +6.95% | NEW | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 7.60% | +6.39% | NEW | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.51% | +7.10% | NEW | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.44% | +6.10% | NEW | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 4.61% | +5.04% | NEW | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 3.62% | +3.33% | NEW | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.63% | +0.11% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.40% | +2.63% | NEW | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.84% | +0.11% | NEW | |
| 13 | AAPL | Apple INC | 株式-IT | 1.38% | +1.53% | NEW | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | +0.87% | NEW | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.98% | +0.84% | NEW | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.64% | +0.39% | NEW | |
| 17 | LRCXEUR | Lam Research CORP | 株式-IT | 0.59% | — | — | |
| 18 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.43% | +0.39% | NEW | |
| 19 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.43% | +0.38% | NEW | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | +0.43% | NEW | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.34% | +0.34% | NEW | |
| 22 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.29% | +0.37% | NEW | |
| 23 | CRM | Salesforce INC | 株式-IT | 0.29% | +0.27% | NEW | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.27% | +0.24% | NEW | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.19% | NEW | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.22% | +0.24% | NEW | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.14% | NEW | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | +0.18% | NEW | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | +0.15% | NEW | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | +7.71% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.14% | +0.12% | NEW | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.11% | NEW | |
| 33 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.13% | — | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.13% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.12% | +0.11% | NEW | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | +0.11% | NEW | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | +0.12% | NEW | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.11% | +0.11% | NEW | |
| 39 | USB | US Bancorp | 株式-金融 | 0.11% | +0.11% | NEW | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.11% | +0.12% | NEW | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.11% | +0.13% | NEW | |
| 42 | ASML | ASML Holding N.V. | 株式-IT | 0.11% | — | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | — | — | |
| 44 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.10% | +0.10% | NEW | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.10% | +0.12% | NEW | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.10% | — | -11.44% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.10% | +0.13% | NEW | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | +0.10% | NEW | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.09% | +0.10% | NEW | |
| 50 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 0.09% | — | +43.47% |