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 | 10.20% | +0.05% | +10.30% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 8.20% | -0.70% | -14.72% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.86% | — | +1.46% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 6.08% | -0.21% | +27.95% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 5.87% | — | — | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 5.41% | — | +34.50% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.57% | +0.02% | -19.61% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.93% | — | -20.18% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.27% | — | +1375.64% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 3.19% | — | -0.10% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.88% | +0.15% | -19.92% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.50% | — | — | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.29% | +0.20% | -5.20% | |
| 14 | DFIP | Dimensional Inflation-protec | ETF-その他 | 2.04% | — | +1639.37% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | +0.04% | -6.90% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.56% | — | +4.39% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.55% | +0.08% | -49.25% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.49% | +0.06% | -0.45% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.42% | — | — | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.40% | +0.32% | -6.30% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.40% | — | -36.21% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | +0.04% | +3.89% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.20% | -0.01% | -2.87% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.19% | — | — | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.12% | +0.02% | +376.50% | |
| 26 | DFAI | Dimensional International Co | ETF-その他 | 0.93% | -0.04% | -11.06% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.81% | — | -0.59% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.74% | — | -0.44% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | +0.52% | -8.83% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.65% | — | +18.39% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.59% | +0.01% | +4.53% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.58% | — | -23.59% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | +0.01% | -26.47% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.52% | +0.06% | +26.30% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.50% | +0.02% | -4.60% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.48% | — | -3.26% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.46% | — | -64.13% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.43% | — | -90.12% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.41% | — | -2.60% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.38% | — | -2.28% | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.37% | +0.04% | -5.72% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.37% | +0.01% | -0.33% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.36% | +0.02% | +10.49% | |
| 44 | DFSD | Dimensional Short Duration | ETF-その他 | 0.36% | -0.76% | -46.01% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +0.56% | |
| 46 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.30% | — | +0.51% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.29% | — | — | |
| 48 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.27% | — | -9.85% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.26% | — | -8.71% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.25% | +0.03% | -29.20% |