CIK: 0001767601
申告総資産額
$7.0億
| # | 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 | 14.11% | +0.05% | +11.72% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 8.15% | -0.70% | +28.00% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.47% | — | +7.05% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 6.74% | — | +0.35% | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 4.57% | -0.21% | -1.39% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.92% | +0.20% | +0.82% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-その他 | 3.77% | — | -17.64% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.24% | — | -0.73% | |
| 9 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 2.59% | — | -31.46% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 2.52% | — | +52.38% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.00% | — | +9.66% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.96% | — | +18.78% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | +0.04% | +36.72% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.69% | +0.06% | -1.50% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.62% | +0.02% | -2.79% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.57% | -0.01% | -1.58% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.49% | — | +53.25% | |
| 18 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.23% | — | -23.68% | |
| 19 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.11% | — | +27.78% | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.11% | — | +69.74% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.04% | — | +362.63% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.04% | +0.32% | — | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.95% | — | -0.41% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.93% | +0.01% | +5.06% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.88% | — | — | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.84% | — | -20.58% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | +0.04% | -25.04% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.74% | — | -19.42% | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.73% | +0.15% | +128.22% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.72% | — | +97.38% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.71% | +0.02% | +30.43% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.70% | — | -21.59% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | — | -5.14% | |
| 34 | DFAI | Dimensional International Co | ETF-その他 | 0.62% | -0.04% | +36.41% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | +0.52% | +0.89% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.57% | +0.01% | -57.73% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.57% | — | +7.90% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.54% | — | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.54% | — | -70.75% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.52% | — | -6.23% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.52% | — | — | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.51% | — | -51.10% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.51% | — | +6.73% | |
| 44 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.51% | — | -63.86% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.50% | +0.01% | -13.37% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.48% | — | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.47% | — | +11.78% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | — | +8.05% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.45% | — | -1.78% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.44% | — | — |