CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中(全561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 | 7.49% | — | +10.40% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 7.38% | -0.55% | +17.21% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 4.62% | -0.20% | -1.27% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.55% | +0.52% | -1.36% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.05% | -0.14% | +9.20% | |
| 6 | DFIV | Dimensional International Va | ETF-その他 | 3.39% | -0.21% | +8.05% | |
| 7 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.30% | — | +3.75% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.04% | — | +8.74% | |
| 9 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.39% | — | -13.97% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.31% | -0.59% | +13.44% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.20% | — | +7.17% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.92% | — | +105.97% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.91% | +1.55% | +2.11% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.79% | -0.11% | +0.31% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.74% | — | -0.51% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.69% | — | +100.68% | |
| 17 | REET | Ishares Global Reit ETF | ETF-その他 | 1.41% | — | +14.15% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.27% | — | +3.67% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.19% | — | +9.55% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.14% | +2.61% | +15.31% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.13% | — | -0.86% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.22% | +3.06% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.97% | — | +9.78% | |
| 24 | WM | Waste Management INC | 株式-資本財 | 0.94% | — | +12.31% | |
| 25 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.83% | — | +0.35% | |
| 26 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.82% | — | -2.39% | |
| 27 | VAC | Marriott Vacations World | 株式-一般消費財 | 0.80% | — | — | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | +0.04% | +12.61% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.72% | — | +0.25% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.69% | — | -1.92% | |
| 31 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.69% | — | -2.73% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | -0.14% | -12.52% | |
| 33 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.64% | — | -0.79% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | -0.17% | -4.79% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | -0.85% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.62% | — | +60.97% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -2.10% | |
| 38 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.55% | — | +281.86% | |
| 39 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.48% | — | -0.67% | |
| 40 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.45% | — | -26.57% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.43% | — | -61.86% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | -0.70% | |
| 43 | CME | Cme Group INC | 株式-金融 | 0.42% | — | -0.27% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.39% | — | -0.37% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.39% | — | -0.05% | |
| 46 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.39% | — | -0.54% | |
| 47 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.34% | — | +6.97% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | — | +3.09% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.33% | — | +111.60% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.33% | — | -0.43% |