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 | 13.02% | -0.66% | +2.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.88% | -0.91% | +2.42% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.83% | +0.12% | +4.31% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.22% | +0.15% | +4.83% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.55% | +0.04% | +0.59% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.10% | +0.01% | +27.64% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.70% | -0.20% | +0.39% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.64% | -0.02% | +21.62% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.53% | +0.17% | +20.19% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.96% | -0.19% | -1.29% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.99% | — | -0.48% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.98% | -0.08% | -2.59% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.89% | -0.20% | -0.19% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.51% | -0.24% | -1.33% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.35% | — | -1.12% | |
| 16 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.34% | +0.04% | +15.54% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.16% | +0.06% | -9.33% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.16% | — | +6.37% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.14% | — | +1.79% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.05% | — | -0.46% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.99% | — | +2.83% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | -0.08% | -5.96% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.08% | -1.25% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 0.94% | — | +3.38% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.83% | — | -1.06% | |
| 26 | REET | Ishares Global Reit ETF | ETF-その他 | 0.75% | — | +17.86% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.30% | — | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | +0.40% | |
| 29 | DFSD | Dimensional Short Duration | ETF-その他 | 0.66% | — | +12.46% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.65% | — | +0.10% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.14% | -1.30% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.58% | +1.22% | +152.21% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | +0.02% | +0.21% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | +0.45% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | -47.34% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.45% | — | +31.83% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.42% | — | +2.16% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | -8.18% | |
| 39 | MCO | Moody's CORP | 株式-金融 | 0.40% | — | — | |
| 40 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.39% | — | -1.65% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | — | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.35% | — | -1.91% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | +54.09% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.33% | — | — | |
| 45 | SON | Sonoco Products Co | 株式-一般消費財 | 0.33% | — | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | +0.04% | -0.13% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.31% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +0.75% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | — | -0.08% | |
| 50 | DFAT | Dimensional US Target Value | ETF-その他 | 0.28% | +0.11% | +172.42% |