CIK: 0001427748
申告総資産額
$44.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.50% | -0.56% | -5.85% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.78% | -0.38% | +15.22% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.73% | -0.11% | +12.70% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 8.66% | -0.36% | +12.06% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.11% | +0.24% | -0.52% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.99% | +0.54% | -8.42% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 5.48% | -0.42% | +9.21% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.97% | -0.11% | +0.92% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 3.84% | +0.04% | -3.03% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.57% | +0.04% | — | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.10% | -0.04% | -24.81% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.02% | — | +0.07% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.69% | -0.07% | -2.68% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.44% | +0.08% | +15.51% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.10% | +0.24% | -11.89% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.96% | -0.05% | -0.07% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.89% | +0.06% | — | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.84% | +0.03% | -26.83% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.76% | -0.03% | -0.41% | |
| 20 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.65% | -0.02% | +0.02% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | -0.03% | +23.20% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.49% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 0.42% | -0.02% | +1.53% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.39% | -0.03% | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.36% | — | -5.49% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.29% | — | +20.51% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | +0.01% | -10.89% | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.24% | — | +11.60% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | -0.01% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.18% | — | -5.18% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.17% | — | +287.98% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.15% | — | -0.57% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.14% | — | -56.69% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.14% | — | +18.52% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.12% | — | +0.40% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.02% | +19.13% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.11% | — | +34.13% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.11% | — | +1.99% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.11% | — | -6.09% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.10% | — | -0.01% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.10% | — | -0.13% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.10% | — | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.10% | — | -0.08% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.09% | — | -71.75% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | — | +4.92% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.09% | — | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.09% | — | -3.74% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.08% | -0.01% | EXIT | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | -0.01% | +2330.51% |