CIK: 0001639695
申告総資産額
$5.2億
上位200銘柄を表示中（全399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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 26.02% | -0.27% | +1.38% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 9.84% | +0.18% | +9.23% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 9.49% | +0.12% | +8.16% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.15% | +0.46% | +5.39% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.93% | -0.14% | -0.60% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.91% | — | +3.35% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.08% | +0.26% | +4.41% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.49% | — | +5.94% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 2.06% | -0.08% | -8.86% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.03% | +0.07% | +0.92% | |
| 11 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 1.67% | — | +7.52% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.47% | +0.07% | +4.10% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.44% | -0.18% | -1.21% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.24% | — | +13.19% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.13% | — | +0.01% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | -0.08% | -5.93% | |
| 17 | DFIV | Dimensional International Va | ETF-その他 | 0.98% | +0.05% | +0.68% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | -0.05% | +22.00% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.87% | -0.24% | +17257.14% | |
| 20 | DFAT | Dimensional US Target Value | ETF-その他 | 0.70% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 0.68% | — | -2.42% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.64% | +0.05% | -9.73% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | -4.10% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.52% | — | -4.60% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.50% | — | +0.43% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | +0.06% | +13.18% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.19% | +13.39% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.37% | — | +0.04% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.33% | — | — | |
| 30 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.32% | — | — | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | — | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.32% | — | -15.71% | |
| 33 | SUB | Ishares Short-term National | ETF-その他 | 0.32% | — | +0.38% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | +0.22% | — | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.30% | +0.12% | -3.00% | |
| 36 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.27% | — | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | -2.18% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.21% | — | +1.17% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.19% | — | — | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 0.19% | +0.05% | +37.80% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.18% | -0.13% | EXIT | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.15% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | +28.60% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.14% | — | — | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.13% | — | — | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.11% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.11% | — | +2.00% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.11% | — | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.11% | -0.08% | EXIT | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.10% | — | +8.15% |