CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中(全557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 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.22% | — | +13.69% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 6.42% | -0.55% | +8.73% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.78% | +0.52% | -2.04% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 4.71% | -0.20% | -2.14% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.96% | -0.14% | +6.40% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.38% | — | +6.70% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 3.03% | -0.21% | +8.94% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.99% | — | +14.26% | |
| 9 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.94% | — | -2.72% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.13% | -0.59% | +4.36% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.07% | — | +7.75% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.99% | — | +161.65% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.94% | +1.55% | -0.40% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.79% | -0.11% | +1.19% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.76% | — | +5031.21% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.73% | — | +6.62% | |
| 17 | REET | Ishares Global Reit ETF | ETF-その他 | 1.28% | — | +3.14% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.25% | — | -58.63% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.25% | — | -6.79% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.20% | — | -1.14% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.09% | — | +6.19% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.22% | +4.66% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.04% | +2.61% | +37.68% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.93% | — | +23.14% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 0.87% | — | +0.39% | |
| 26 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.86% | — | -0.76% | |
| 27 | VAC | Marriott Vacations World | 株式-一般消費財 | 0.84% | — | +0.00% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.84% | — | +12.19% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.83% | — | +140.25% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.81% | -0.14% | -2.24% | |
| 31 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.75% | — | -3.90% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.75% | — | +4151.30% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.74% | — | +2.84% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | -0.17% | +69.81% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.68% | +0.04% | +6.30% | |
| 36 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.68% | — | -2.36% | |
| 37 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.65% | — | -7.64% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | +2.07% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | -0.17% | |
| 40 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.50% | — | -1.28% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.47% | — | +1.00% | |
| 42 | CME | Cme Group INC | 株式-金融 | 0.40% | — | -2.83% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.40% | — | +616.81% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | — | +2.51% | |
| 45 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.36% | — | +0.06% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | -0.68% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.34% | — | -1.52% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +5.28% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.32% | — | +5.29% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.32% | — | +10.64% |