CIK: 0001697493
申告総資産額
$17.5億
上位200銘柄を表示中（全527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 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.34% | +0.18% | +5.69% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.24% | -0.04% | -5.03% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.01% | — | +44.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.89% | -0.14% | +2.59% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.72% | +0.27% | +6.89% | |
| 6 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 3.62% | — | -0.54% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.15% | +0.05% | -12.06% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.72% | — | +2.91% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.64% | -0.05% | +2.41% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.53% | -0.11% | -4.05% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.38% | — | +4.40% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.26% | — | +0.32% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.18% | — | +3.42% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.06% | — | +3.20% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.90% | — | -11.72% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.87% | -0.01% | +2.00% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.62% | -0.03% | +2.89% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.56% | — | -3.88% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.50% | — | -7.91% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.32% | -0.04% | -2.47% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.32% | -0.05% | +100.43% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.22% | — | — | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.18% | — | -0.78% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.10% | -3.44% | |
| 25 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 1.12% | — | -7.38% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.09% | -0.18% | -8.64% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.02% | -0.37% | -4.13% | |
| 28 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.99% | — | +2.14% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.90% | — | -4.17% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.86% | — | +30.66% | |
| 31 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.85% | — | +28.65% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.84% | +0.05% | -7.21% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.81% | +0.02% | -6.41% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.81% | -0.05% | -0.21% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.71% | +0.07% | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.39% | -18.21% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.67% | +0.06% | -4.00% | |
| 38 | AVDE | Avantis International Equity | ETF-その他 | 0.65% | — | — | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.64% | -0.15% | EXIT | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.63% | +0.04% | +2.96% | |
| 41 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 0.63% | — | — | |
| 42 | SUB | Ishares Short-term National | ETF-その他 | 0.57% | — | -0.40% | |
| 43 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.57% | +0.01% | +6.24% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +8.26% | |
| 45 | DFAT | Dimensional US Target Value | ETF-その他 | 0.54% | — | -0.79% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +10.00% | |
| 47 | DFIV | Dimensional International Va | ETF-その他 | 0.51% | — | -4.19% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.03% | -2.62% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.44% | — | -4.63% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.43% | — | +37.27% |