CIK: 0001352260
申告総資産額
$26.4億
上位200銘柄を表示中（全644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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.92% | +0.05% | +66.52% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.49% | +0.46% | +58.55% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.86% | — | +12866.71% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.83% | -0.06% | +567.02% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.30% | -0.16% | +57.22% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.03% | -0.12% | +524.12% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.79% | -0.43% | +76.15% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.60% | -0.06% | +867.47% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.12% | +524.27% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.50% | — | — | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.48% | — | +86.68% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.05% | +363.34% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.36% | — | +58.68% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.35% | — | +73.10% | |
| 15 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 1.32% | — | +38.17% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.23% | +0.16% | +9.65% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.21% | — | +19.90% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.19% | — | +101.63% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | — | +200.48% | |
| 20 | MBB | Ishares Mbs ETF | ETF-その他 | 1.16% | — | +19.23% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.14% | — | +40.69% | |
| 22 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.11% | — | — | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.09% | +0.12% | +14.77% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.08% | +0.52% | +47.47% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.04% | — | +18.38% | |
| 26 | DGCB | Dimensional Global Credit | ETF-その他 | 1.00% | +0.18% | — | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.99% | — | +20.35% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.91% | +0.30% | +24.08% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | +0.19% | +637.34% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.89% | — | +71.21% | |
| 31 | DFSD | Dimensional Short Duration | ETF-その他 | 0.84% | — | — | |
| 32 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.81% | — | +85.45% | |
| 33 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.79% | +0.14% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | -0.09% | +224.53% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.71% | — | +607.58% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | — | +58.15% | |
| 37 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.69% | — | — | |
| 38 | DFIC | Dimensional International Co | ETF-その他 | 0.69% | — | — | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.66% | — | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | -0.09% | +53.06% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | +0.12% | +271.41% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.64% | — | +46.22% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.64% | — | +27.08% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.06% | +346.89% | |
| 45 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.61% | — | +46.26% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +221.87% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | +95.68% | |
| 48 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.58% | — | +59.22% | |
| 49 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.55% | -0.14% | +87.56% | |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.55% | — | +606.42% |