CIK: 0001387386
申告総資産額
$2.9億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 15.28% | -0.66% | +102.34% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.20% | -0.91% | +3.03% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.49% | +0.12% | +7.06% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.84% | +0.04% | +106.85% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.67% | -0.20% | +9.02% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.18% | -0.19% | +4.05% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.94% | -0.08% | +5.71% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.67% | -0.20% | — | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 2.56% | -0.24% | +15.07% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.47% | +0.06% | +3.05% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.47% | -0.08% | +17.56% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.38% | — | -1.84% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.22% | — | -2.31% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.08% | — | +1.10% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.94% | — | +6.91% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.60% | — | +5.45% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.40% | — | +3.62% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.38% | — | +0.20% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.08% | -0.98% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.08% | — | +1.54% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.97% | — | -0.03% | |
| 22 | REET | Ishares Global Reit ETF | ETF-その他 | 0.91% | — | -0.16% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | +1.76% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | -0.43% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.14% | +4.41% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | — | -3.02% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | — | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | +0.02% | +0.28% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | -0.30% | +11.05% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.52% | — | — | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.50% | — | +0.14% | |
| 32 | MCO | Moody's CORP | 株式-金融 | 0.50% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +3.11% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | — | |
| 35 | SON | Sonoco Products Co | 株式-一般消費財 | 0.45% | — | — | |
| 36 | AVDE | Avantis International Equity | ETF-その他 | 0.44% | — | +36.74% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.42% | — | — | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | +22.36% | |
| 39 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.40% | — | -5.16% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | +0.04% | -0.32% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.39% | — | -6.67% | |
| 42 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.37% | — | +232.60% | |
| 43 | VFH | Vanguard Financials ETF | ETF-その他 | 0.36% | — | +12.01% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.34% | -0.06% | -0.10% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.33% | — | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.32% | +0.08% | NEW | |
| 47 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.31% | — | -0.30% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.30% | — | — | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.29% | — | -2.83% | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.29% | — | +15.59% |