CIK: 0000853758
申告総資産額
$675.8億
上位200銘柄を表示中（全1667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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.30% | — | +1.75% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.19% | -0.01% | +3.48% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.03% | — | +3.90% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.74% | — | +1.09% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.59% | -0.25% | +7.19% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.58% | +0.26% | +10.18% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.49% | +0.29% | +15.78% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.07% | — | +32.65% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.76% | — | +24.11% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.69% | — | +20.01% | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.64% | — | +4.83% | |
| 12 | IQLT | Ishares Msci International Q | ETF-その他 | 1.59% | — | +4.69% | |
| 13 | IVLU | Ishares Msci International V | ETF-その他 | 1.54% | — | +3.93% | |
| 14 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.50% | — | +0.77% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.48% | -0.08% | +2.87% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.35% | +3.85% | |
| 17 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.40% | +0.04% | +5.03% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.39% | — | — | |
| 19 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.14% | — | +5.60% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.14% | +0.07% | +17.27% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.03% | +0.16% | — | |
| 22 | EOG | Eog Resources INC | 株式-エネルギー | 0.85% | -0.07% | +1.80% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.85% | — | +155.62% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | -4.60% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.80% | — | +57.32% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.73% | — | -3.81% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | — | +4.55% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.68% | — | +15.88% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | -0.07% | +3.19% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | — | +2.84% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.67% | — | +10.68% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.66% | — | +1.07% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.63% | — | +12.45% | |
| 34 | DFAT | Dimensional US Target Value | ETF-その他 | 0.62% | — | — | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.61% | +0.02% | +29.30% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +7.81% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.58% | — | +17.95% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.56% | — | +3.99% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +7.51% | |
| 40 | SUB | Ishares Short-term National | ETF-その他 | 0.53% | +0.07% | +42.79% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.52% | — | -10.17% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.51% | — | +1.73% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.51% | — | +14.67% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +10.69% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.46% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | +0.07% | +0.36% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | — | -2.82% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.12% | -0.24% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.07% | +9.81% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +38.69% |