CIK: 0001801507
申告総資産額
$70.8億
上位200銘柄を表示中（全217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 | 6.91% | +0.26% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.48% | +0.08% | +10.16% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.24% | — | +28.51% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 4.69% | — | +6.35% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.78% | — | -4.55% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.71% | -0.20% | +9.46% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.10% | +0.03% | +32.35% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.08% | — | -9.10% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.77% | — | — | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.59% | +0.05% | +1126.95% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.48% | -0.05% | +9.22% | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 2.47% | -0.06% | — | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.19% | — | +6.67% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.07% | — | +18.24% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.03% | +0.03% | — | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.91% | — | -7.65% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.72% | — | +21.98% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.72% | +0.02% | — | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.55% | — | +25.83% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.09% | +16.45% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.41% | — | +33.82% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.39% | — | +2.71% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.33% | — | -1.30% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.15% | — | -1.80% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.15% | — | -14.87% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.05% | — | +5.04% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.96% | +0.18% | +0.10% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.94% | — | +0.24% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.88% | — | +19.23% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.86% | -0.06% | -1.59% | |
| 31 | GD | General Dynamics CORP | 株式-資本財 | 0.80% | — | — | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.72% | +0.01% | +4.05% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.70% | — | +5.15% | |
| 34 | DFIV | Dimensional International Va | ETF-その他 | 0.69% | — | — | |
| 35 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.68% | — | -5.10% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.66% | — | +31.49% | |
| 37 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.64% | — | +0.91% | |
| 38 | ARKK | Ark Innovation ETF | ETF-その他 | 0.63% | — | -1.63% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.60% | — | +1.63% | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.57% | — | +61.82% | |
| 41 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.54% | — | +473.45% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +3.35% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.49% | — | -32.47% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.49% | — | +37.39% | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.47% | — | +26.52% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.46% | — | +93.30% | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.45% | — | +8.99% | |
| 48 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.44% | — | +13.97% | |
| 49 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.44% | — | — | |
| 50 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.43% | +0.13% | — |