CIK: 0001697493
申告総資産額
$17.5億
上位200銘柄を表示中（全541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 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.43% | -0.04% | +21.65% | |
| 2 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 4.16% | — | -1.29% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.94% | +0.18% | +17.18% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.83% | +0.05% | -2.88% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.51% | +0.27% | +13.16% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.49% | -0.14% | +13.38% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.98% | -0.11% | -2.50% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.71% | — | +19.14% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.63% | -0.05% | +10.66% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.49% | — | -6.90% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.45% | — | +16.90% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.43% | — | +9.63% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.18% | — | +10.22% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.12% | — | +18.41% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.91% | — | +12.87% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.81% | — | -5.24% | |
| 17 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 1.75% | — | — | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.72% | — | +1.77% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.58% | -0.01% | +16.83% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.49% | -0.03% | +16.08% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.34% | +0.05% | +15.38% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.32% | — | +0.17% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.21% | -0.18% | -21.43% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.19% | -0.37% | +5.44% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.18% | +0.03% | NEW | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.10% | -4.51% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.92% | — | +17.94% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.91% | +0.05% | +10.17% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.90% | +0.02% | +7.04% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.79% | -0.05% | +2.01% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.74% | +0.07% | — | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.73% | — | +8.66% | |
| 33 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 0.72% | — | — | |
| 34 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.70% | — | +123.23% | |
| 35 | AVDE | Avantis International Equity | ETF-その他 | 0.70% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.39% | +3.31% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | +0.11% | NEW | |
| 38 | DFIV | Dimensional International Va | ETF-その他 | 0.60% | — | +4.23% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.56% | — | +7.44% | |
| 40 | DFAT | Dimensional US Target Value | ETF-その他 | 0.55% | — | +4.69% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | — | +0.27% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | -0.23% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | +6.80% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.49% | +0.01% | +28.21% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -2.50% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | -7.19% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | -0.03% | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.31% | — | +6.38% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.03% | -16.70% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | +42.03% |