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 | 12.84% | -0.66% | +4.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.67% | -0.91% | +4.71% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.93% | +0.12% | +1.10% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.40% | +0.15% | +9.66% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.72% | +0.04% | +4.47% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.77% | -0.20% | -0.22% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.54% | +0.01% | +495.04% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.27% | -0.02% | +93.18% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.24% | +0.17% | +103.97% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.02% | -0.19% | -0.80% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.24% | -0.08% | -2.89% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.06% | — | -0.79% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.87% | -0.20% | -0.79% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.43% | — | -3.89% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.42% | +0.06% | -7.07% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.33% | -0.24% | -0.06% | |
| 17 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.29% | +0.04% | +1.01% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.22% | — | +1.95% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.14% | — | -0.43% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | -0.08% | -10.62% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.12% | — | +13.37% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.03% | — | -0.46% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.01% | — | -21.97% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 0.98% | — | +5.67% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.08% | +0.10% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.78% | — | -0.43% | |
| 27 | REET | Ishares Global Reit ETF | ETF-その他 | 0.70% | — | +4.10% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.69% | — | -0.74% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | +0.46% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | — | -23.47% | |
| 31 | DFSD | Dimensional Short Duration | ETF-その他 | 0.65% | — | +24.63% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | +0.02% | +0.26% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | — | -3.23% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | -0.30% | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.14% | -4.02% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | +3.66% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.44% | — | +7.43% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.41% | — | +2.94% | |
| 39 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.38% | — | -5.51% | |
| 40 | MCO | Moody's CORP | 株式-金融 | 0.38% | — | — | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.38% | — | -20.10% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -4.07% | |
| 43 | SON | Sonoco Products Co | 株式-一般消費財 | 0.37% | — | — | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.33% | — | -2.50% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | +0.04% | — | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | -7.61% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.31% | — | — | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.13% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | -0.15% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.29% | — | -1.50% |