CIK: 0001480916
申告総資産額
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上位200銘柄を表示中（全258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 | 7.07% | — | -2.07% | |
| 2 | AVDE | Avantis International Equity | ETF-その他 | 6.82% | — | +7.04% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 5.88% | — | +8.25% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.61% | — | +6.43% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 4.15% | — | +6.45% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.80% | — | +2.99% | |
| 7 | TROW | T Rowe Price Group INC | 株式-金融 | 3.78% | — | -11.78% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.75% | — | +7.52% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 3.74% | — | +15.27% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.53% | — | -3.92% | |
| 11 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 3.50% | — | +92.98% | |
| 12 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 3.45% | — | +29.33% | |
| 13 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 3.41% | — | +4.68% | |
| 14 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 3.10% | — | -2.09% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.89% | — | +7.24% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.88% | — | +9.48% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 2.20% | — | -4.03% | |
| 18 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.94% | — | -5.76% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.90% | — | -0.56% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.03% | — | -3.25% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | -0.89% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | -3.15% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | — | -2.60% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | -2.02% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.74% | — | +0.17% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.61% | — | -0.29% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.61% | — | +107.05% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.60% | — | -2.97% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.56% | — | -7.60% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +3.51% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.50% | — | -50.28% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | — | -3.92% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | -6.29% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | -2.31% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -1.88% | |
| 36 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 0.45% | — | +0.89% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | +1.33% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.44% | — | -33.55% | |
| 39 | PWR | Quanta Services INC | 株式-資本財 | 0.41% | — | -0.40% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | — | -2.24% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | -0.64% | |
| 42 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.38% | — | +860.76% | |
| 43 | RYAN | Ryan Specialty Holdings INC | 株式-金融 | 0.36% | — | +304.90% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | -0.84% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.33% | — | -3.05% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.31% | — | -0.21% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | — | +0.11% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | -5.95% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.27% | — | — | |
| 50 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.26% | — | -1.62% |