CIK: 0001801507
申告総資産額
$70.8億
上位200銘柄を表示中（全203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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 9.13% | +0.26% | -0.00% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.06% | +0.08% | +14.02% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.34% | — | +0.01% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 4.18% | — | +37.37% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.17% | — | +34.12% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.51% | -0.20% | +12.87% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.47% | — | +46.67% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.43% | — | +1.00% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.86% | +0.03% | -0.38% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.60% | +0.03% | +49.87% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.36% | — | +47.91% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.29% | -0.05% | +33.26% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.06% | — | +61.67% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.05% | — | -1.24% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 2.02% | +0.05% | +50.89% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.95% | — | +13.36% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.94% | — | +34.88% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.78% | — | +2.53% | |
| 19 | DFAT | Dimensional US Target Value | ETF-その他 | 1.54% | -0.06% | -0.06% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.09% | +5.99% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.37% | — | +47.28% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.37% | — | +51.97% | |
| 23 | SUB | Ishares Short-term National | ETF-その他 | 1.35% | — | +6.56% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.31% | — | +3.00% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.18% | — | +28.76% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.13% | -0.06% | +14.61% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.08% | +0.18% | -2.21% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.04% | — | +22.63% | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.98% | — | +0.28% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.90% | +0.01% | +10.65% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.89% | — | +16.44% | |
| 32 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.82% | — | -0.66% | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.77% | — | -2.98% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | +0.29% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.65% | — | +50.59% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.61% | — | +33.11% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.53% | — | +58.25% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | -42.81% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.51% | — | +1.21% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.47% | — | +18.52% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.46% | — | +3.75% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | +0.98% | |
| 43 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.43% | — | -5.24% | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.42% | — | +12.97% | |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.40% | — | +16.22% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.40% | — | +0.31% | |
| 47 | REET | Ishares Global Reit ETF | ETF-その他 | 0.38% | — | +19.59% | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.36% | — | +72.77% | |
| 49 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.35% | — | -52.45% | |
| 50 | DFIV | Dimensional International Va | ETF-その他 | 0.34% | — | -0.08% |