CIK: 0000853758
申告総資産額
$675.8億
上位200銘柄を表示中（全1819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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.57% | +0.29% | +13.24% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.07% | — | +26.05% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.01% | -0.01% | +7.20% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.71% | -0.25% | +4.04% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.70% | — | +8.51% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.60% | +0.26% | +10.77% | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.50% | — | +7.01% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.40% | — | +22.29% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.95% | — | -4.99% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.78% | +0.04% | +10.22% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.58% | — | +1.25% | |
| 12 | SUB | Ishares Short-term National | ETF-その他 | 1.46% | +0.07% | +22.84% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.45% | — | +14.04% | |
| 14 | IQLT | Ishares Msci International Q | ETF-その他 | 1.40% | — | +8.27% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.39% | +0.02% | +17.41% | |
| 16 | IVLU | Ishares Msci International V | ETF-その他 | 1.38% | — | +7.82% | |
| 17 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.31% | — | +2.75% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.35% | +2.26% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.20% | +0.07% | +12.28% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.13% | — | -2.83% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.08% | +0.21% | +7.82% | |
| 22 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.08% | — | +8.33% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.07% | — | +33.19% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | -0.08% | -5.08% | |
| 25 | RJF | Raymond James Financial INC | 株式-金融 | 0.98% | — | +0.06% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.82% | — | -1.45% | |
| 27 | EOG | Eog Resources INC | 株式-エネルギー | 0.72% | -0.07% | -5.38% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.71% | +0.16% | +14.67% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.71% | — | +24.43% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.68% | — | +17.34% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.65% | — | +15.03% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.64% | — | +19.03% | |
| 33 | DFAT | Dimensional US Target Value | ETF-その他 | 0.60% | — | +0.39% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.12% | -6.30% | |
| 35 | DFIV | Dimensional International Va | ETF-その他 | 0.49% | +0.10% | +3.59% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.47% | — | +13.25% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | +1.11% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.46% | — | +131.06% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | -2.77% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.45% | — | -0.21% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.07% | +11.62% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.43% | — | +39.46% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.43% | — | +2.87% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | +3.76% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | -25.23% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.07% | +6.47% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +2.31% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | -0.07% | -5.71% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.35% | — | -1.98% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +23.74% |