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 | 14.65% | -0.66% | +1.34% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.57% | -0.91% | +7.85% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.83% | +0.12% | +7.00% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.55% | +0.04% | +1.34% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.83% | -0.20% | -11.59% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.78% | -0.19% | -5.04% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.97% | -0.08% | +7.81% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.61% | -0.08% | +9.20% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.58% | +0.06% | -1.55% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.40% | -0.20% | — | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.37% | — | -1.11% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.19% | — | -1.01% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.94% | -0.24% | +6.18% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.90% | — | +1.93% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.84% | — | -9.91% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.69% | — | +4.38% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.41% | — | +3.02% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.34% | — | +1.97% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.15% | — | +220.94% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | -0.08% | — | |
| 21 | AAPL | Apple INC | 株式-IT | 0.96% | — | -0.01% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.93% | — | -0.10% | |
| 23 | REET | Ishares Global Reit ETF | ETF-その他 | 0.85% | — | -1.51% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | -0.20% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | +0.15% | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | +40.36% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | -0.30% | +4.24% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | -1.43% | |
| 29 | AVDE | Avantis International Equity | ETF-その他 | 0.64% | — | +51.37% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | +0.02% | -0.49% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | +1.34% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.14% | — | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -0.90% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | +0.08% | NEW | |
| 35 | SON | Sonoco Products Co | 株式-一般消費財 | 0.47% | — | — | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.46% | — | +4.41% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.46% | — | -1.98% | |
| 38 | MCO | Moody's CORP | 株式-金融 | 0.46% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.06% | -0.06% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | +0.04% | -0.13% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | — | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.38% | — | — | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.38% | — | -1.40% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.38% | — | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.36% | — | -9.01% | |
| 46 | VFH | Vanguard Financials ETF | ETF-その他 | 0.34% | — | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.33% | — | +4.90% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.33% | — | -41.03% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.13% | — | |
| 50 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.32% | — | +1.12% |