CIK: 0001801507
申告総資産額
$70.8億
上位200銘柄を表示中（全256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 | 6.07% | +0.26% | +18.10% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.94% | — | +25.56% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.93% | -0.20% | +42.60% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.32% | +0.08% | +16.72% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 4.22% | — | +25.63% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 4.07% | -0.06% | +34.08% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.59% | +0.03% | +26.17% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.66% | +0.05% | +19.29% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.44% | — | +26.36% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.37% | +0.03% | +61.24% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.23% | -0.05% | +23.60% | |
| 12 | SUB | Ishares Short-term National | ETF-その他 | 2.12% | — | +15.68% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.05% | — | +45.00% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.01% | — | +16.02% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.87% | — | +19.25% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.76% | — | +19.07% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.69% | — | -9.59% | |
| 18 | DFIV | Dimensional International Va | ETF-その他 | 1.61% | — | +50.11% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.59% | — | -9.40% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.57% | — | -1.40% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.09% | +13.92% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.36% | — | +31.80% | |
| 23 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 1.17% | — | +42.95% | |
| 24 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.15% | -0.02% | +154.21% | |
| 25 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.14% | — | +43.94% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.13% | — | -10.72% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.09% | — | -8.67% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.09% | +0.02% | -2.44% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.92% | +0.18% | +3.05% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.91% | — | +12.66% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | -5.24% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.79% | -0.06% | +1.35% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.78% | — | +42.01% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.77% | — | +23.24% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.74% | — | +20.35% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.73% | — | +2.96% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.70% | — | -0.37% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.68% | +0.01% | +6.44% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.66% | — | +31.43% | |
| 40 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.62% | +0.13% | +18.44% | |
| 41 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.59% | — | +2.42% | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.55% | — | +11.36% | |
| 43 | IQLT | Ishares Msci International Q | ETF-その他 | 0.52% | — | +41.90% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.50% | — | +23.97% | |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.49% | — | +7.97% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.48% | — | +9.18% | |
| 47 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.46% | — | -2.13% | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.45% | — | +0.03% | |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.43% | — | -1.78% | |
| 50 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 0.42% | — | -10.75% |