CIK: 0001628818
申告総資産額
$1.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.14% | -0.30% | -15.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.35% | -0.92% | -13.74% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 5.22% | — | +21.92% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 4.74% | +0.17% | -11.10% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.98% | +0.25% | -8.53% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.96% | -0.12% | — | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.87% | -0.11% | -10.30% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.64% | — | -15.77% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.54% | +0.18% | +14.17% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.47% | -0.13% | +2.37% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.34% | -0.17% | -3.05% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.34% | — | +5.53% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.26% | — | -3.48% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.10% | -0.02% | +1.29% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.97% | -0.18% | -16.08% | |
| 16 | DFIV | Dimensional International Va | ETF-その他 | 1.91% | +0.13% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.76% | -0.51% | -21.95% | |
| 18 | DFIC | Dimensional International Co | ETF-その他 | 1.60% | +0.10% | -0.18% | |
| 19 | DFAT | Dimensional US Target Value | ETF-その他 | 1.55% | +0.10% | -0.72% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.39% | -0.06% | +14.47% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.30% | — | -3.42% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.30% | -0.23% | +9.87% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.28% | -0.05% | -25.00% | |
| 24 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.28% | +0.07% | +0.95% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.18% | -0.10% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | -0.07% | -0.94% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.09% | — | +2.16% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.01% | — | +1.97% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.95% | -0.12% | -21.69% | |
| 30 | DFSD | Dimensional Short Duration | ETF-その他 | 0.94% | +0.09% | +0.05% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.86% | — | +0.99% | |
| 32 | DYN | Dyne Therapeutics INC | 株式-その他 | 0.84% | +0.56% | +52.10% | |
| 33 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.81% | — | -0.97% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.81% | — | -38.87% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | -0.12% | -65.00% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.74% | — | +56.21% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.73% | +0.11% | -29.83% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.70% | — | +0.81% | |
| 39 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 0.66% | +0.51% | — | |
| 40 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.61% | +0.10% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | -58.87% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.56% | — | -37.10% | |
| 43 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.55% | +0.10% | +2.60% | |
| 44 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.54% | +0.10% | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.51% | — | -0.70% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.47% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +2.82% | |
| 48 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.44% | +0.05% | +8.00% | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.41% | — | +19.89% | |
| 50 | ASML | ASML Holding N.V. | 株式-IT | 0.40% | +0.10% | -1.78% |