CIK: 0001639695
申告総資産額
$5.2億
上位200銘柄を表示中（全408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 | 25.79% | -0.27% | +8.73% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 10.07% | +0.46% | +8.75% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 8.80% | +0.18% | +4.85% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.64% | +0.12% | +3.82% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.07% | — | +6.47% | |
| 6 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.60% | +0.21% | +7.40% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.39% | -0.14% | -0.54% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.17% | +0.26% | +5.13% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.95% | — | +7.39% | |
| 10 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 2.65% | +0.08% | +8.70% | |
| 11 | SYK | Stryker CORP | 株式-ヘルスケア | 1.61% | -0.08% | -0.37% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.53% | +0.07% | +7.13% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.45% | +0.07% | -0.14% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | -0.05% | -0.22% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.32% | -0.18% | +0.26% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.96% | -0.24% | +2.01% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.90% | — | +37.85% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | -0.08% | -0.58% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.78% | — | +0.01% | |
| 20 | DFIV | Dimensional International Va | ETF-その他 | 0.76% | +0.05% | +0.01% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | +0.06% | +13.17% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.61% | — | -12.27% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | -0.35% | +14.93% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.56% | -0.19% | +3.55% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | +2.70% | |
| 26 | DFAT | Dimensional US Target Value | ETF-その他 | 0.48% | — | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.45% | +0.05% | — | |
| 28 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.31% | — | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.27% | -0.07% | -1.40% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.25% | — | +24.34% | |
| 31 | TT | Trane Technologies plc | 株式-資本財 | 0.25% | — | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | — | +2.39% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.24% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.24% | +0.22% | — | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.22% | — | — | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.22% | +0.12% | — | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.22% | -0.21% | EXIT | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.21% | — | -1.63% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.21% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | +1.62% | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.19% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.18% | — | — | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.17% | — | — | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | -0.04% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | — | +4.41% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.15% | — | -9.19% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.15% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.14% | — | — | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.13% | -0.13% | EXIT |