CIK: 0001480916
申告総資産額
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上位200銘柄を表示中（全278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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.99% | — | -13.67% | |
| 2 | AVDE | Avantis International Equity | ETF-その他 | 6.27% | — | +41.64% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 5.57% | — | +25.12% | |
| 4 | TROW | T Rowe Price Group INC | 株式-金融 | 5.12% | — | -14.36% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.19% | — | -5.83% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.15% | — | +81.45% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.78% | — | +91.73% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.63% | — | +42.73% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.52% | — | -0.65% | |
| 10 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 3.28% | — | +33.02% | |
| 11 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 3.26% | — | +54.31% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.87% | — | +98.52% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.73% | — | +19.60% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.71% | — | -34.10% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.68% | — | +28.38% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 2.53% | — | -4.99% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.06% | — | -0.78% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.52% | — | — | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.42% | — | -31.70% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.31% | — | -19.71% | |
| 21 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 1.04% | — | -9.38% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | — | -4.86% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | -3.43% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.87% | — | -1.19% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | -6.66% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | -6.49% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.76% | — | -5.74% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.74% | — | -10.94% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.73% | — | -16.52% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | — | -3.39% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -5.51% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -0.68% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | -0.95% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | -7.99% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | +0.31% | |
| 37 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.47% | — | -26.66% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | +2.11% | |
| 39 | PWR | Quanta Services INC | 株式-資本財 | 0.41% | — | -0.74% | |
| 40 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.41% | — | — | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.40% | — | -12.95% | |
| 42 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.38% | — | -8.07% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.38% | — | -1.26% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.38% | — | -21.07% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | -16.71% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | -5.59% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | — | -0.27% | |
| 48 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.27% | — | +19.80% | |
| 49 | UBER | Uber Technologies INC | 株式-資本財 | 0.24% | — | -8.03% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | -11.65% |