CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中（全230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 | 8.89% | +0.04% | +6.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.26% | -0.56% | +97.97% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.98% | — | +2.56% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-その他 | 5.08% | -0.20% | -48.99% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.35% | -0.72% | — | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.98% | — | +3.77% | |
| 7 | DFIC | Dimensional International Co | ETF-その他 | 2.77% | — | -48.74% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.53% | -0.79% | +205.22% | |
| 9 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.34% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.82% | -0.13% | +1.45% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.76% | — | — | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.58% | — | +261.26% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.57% | +0.21% | -32.14% | |
| 14 | DIHP | Dimensional International Hi | ETF-その他 | 1.52% | — | -32.19% | |
| 15 | DFAI | Dimensional International Co | ETF-その他 | 1.47% | -0.14% | — | |
| 16 | DFAT | Dimensional US Target Value | ETF-その他 | 1.44% | — | -35.70% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.43% | — | — | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.34% | -0.48% | — | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.34% | — | -67.37% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.31% | — | -35.86% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.26% | — | — | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.25% | +0.46% | -49.00% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.24% | — | — | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.19% | +0.28% | -49.07% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.31% | +18.44% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.12% | — | +103.44% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.10% | — | -8.03% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.06% | — | — | |
| 29 | DISV | Dimensional International Sm | ETF-その他 | 0.97% | — | -22.55% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.93% | — | — | |
| 31 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.84% | — | — | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | -0.21% | +3.29% | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.76% | — | — | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | +0.13% | -4.76% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.74% | — | — | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.74% | — | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.70% | +0.56% | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.68% | -0.17% | +56.55% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +3.15% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.64% | — | — | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.61% | +0.11% | +140.52% | |
| 42 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.61% | — | — | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | — | +11.93% | |
| 44 | AMAT | Applied Materials INC | 株式-IT | 0.54% | +0.05% | +57.61% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.50% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.12% | +13.06% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | — | |
| 48 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.43% | — | +100.18% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.42% | — | — | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.42% | — | — |