CIK: 0002030974
申告総資産額
$3.8億
上位200銘柄を表示中（全295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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.04% | +0.18% | +1.45% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.79% | -1.43% | -5.87% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 7.56% | -0.30% | +2.03% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.38% | -0.05% | +3.28% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.84% | -0.97% | +6.49% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.82% | -0.36% | +8.29% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.54% | -0.26% | +8.46% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.30% | -0.21% | +1.65% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.75% | +0.22% | +4.89% | |
| 10 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 3.61% | -0.19% | -1.02% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 3.53% | +0.26% | +2.35% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 3.06% | -0.34% | +4.15% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 2.63% | -0.42% | +24.06% | |
| 14 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 2.26% | -0.31% | +19.09% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.02% | +0.24% | +4.48% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.02% | -0.14% | +9.76% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.67% | — | +1.68% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.26% | -0.38% | -0.19% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.01% | — | -0.76% | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.96% | -0.13% | +18.35% | |
| 21 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.80% | +0.94% | +2909.71% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.78% | +1.02% | +5.87% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.75% | — | +4.62% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | -0.48% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.64% | — | +28.69% | |
| 27 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.62% | +0.27% | — | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.61% | +1.05% | +8.41% | |
| 29 | SUB | Ishares Short-term National | ETF-その他 | 0.53% | +1.15% | +6.41% | |
| 30 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.50% | +0.28% | -11.34% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.43% | — | -13.81% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | — | -14.99% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.39% | — | +9.11% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | — | — | |
| 35 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.32% | — | -1.20% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.28% | — | — | |
| 37 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.27% | — | — | |
| 38 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.27% | +1.25% | +23.75% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.26% | — | -35.67% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.26% | — | -4.28% | |
| 41 | LGND | Ligand Pharmaceuticals | 株式-ヘルスケア | 0.26% | +0.07% | — | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.25% | — | — | |
| 43 | PDFS | Pdf Solutions INC | 株式-その他 | 0.24% | +0.13% | — | |
| 44 | BPRE | Bluerock Private Real Estate | 株式-金融 | 0.24% | -0.24% | EXIT | |
| 45 | IRMD | Iradimed CORP | 株式-その他 | 0.23% | — | — | |
| 46 | PAHC | Phibro Animal Health Corp-a | 株式-その他 | 0.22% | — | — | |
| 47 | AGX | Argan INC | 株式-資本財 | 0.19% | — | +14.30% | |
| 48 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 0.19% | — | -2.20% | |
| 49 | ADMA | Adma Biologics INC | 株式-ヘルスケア | 0.18% | -0.12% | — | |
| 50 | PLOW | Douglas Dynamics INC | 株式-その他 | 0.18% | — | — |