CIK: 0001542164
申告総資産額
$14.1億
| # | 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 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.24% | -0.88% | +0.78% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.12% | +0.22% | +0.27% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.33% | +0.33% | +1.24% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.32% | +1.53% | +3.31% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.31% | -0.43% | +1.41% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 6.17% | +0.38% | +3.18% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.01% | +1.51% | +6.85% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.74% | +0.01% | +6.32% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.59% | +0.08% | +3.44% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.51% | -1.03% | +2.24% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.48% | -0.90% | +2.34% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.04% | +0.26% | +6.83% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-その他 | 2.81% | -0.64% | +4.52% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.77% | +0.03% | +0.92% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.69% | -0.01% | +1.52% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.64% | +0.04% | -0.28% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.64% | +0.03% | +3.11% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.61% | — | +6.11% | |
| 19 | DFIC | Dimensional International Co | ETF-その他 | 2.59% | -0.72% | +3.61% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.98% | +0.52% | +9.23% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.98% | +0.56% | +9.12% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.98% | +0.52% | +8.79% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.93% | +0.10% | +2.45% | |
| 24 | DFIS | Dimensional International Sm | ETF-その他 | 1.79% | -0.55% | +1.54% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.32% | -0.47% | +6.68% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.26% | -0.31% | -7.54% | |
| 27 | DIHP | Dimensional International Hi | ETF-その他 | 1.03% | -0.26% | +7.55% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.88% | -0.18% | +4.39% | |
| 29 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.58% | -0.18% | -0.86% | |
| 30 | DFAT | Dimensional US Target Value | ETF-その他 | 0.48% | +0.12% | +18.54% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.47% | +0.11% | +19.68% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | -0.04% | -0.25% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.34% | +0.06% | -11.08% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.27% | +0.04% | -12.07% | |
| 35 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 0.24% | +0.02% | -21.27% | |
| 36 | DISV | Dimensional International Sm | ETF-その他 | 0.21% | +0.04% | +17.33% | |
| 37 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.17% | +0.02% | -16.16% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | +0.01% | -12.42% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.15% | +0.02% | -11.03% | |
| 40 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 0.14% | — | -24.69% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.13% | -0.03% | -7.78% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.09% | +0.01% | -12.21% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.09% | +0.01% | -12.91% | |
| 44 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.08% | +0.02% | -19.68% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.04% | +0.01% | — | |
| 46 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.04% | — | -6.45% | |
| 47 | SUB | Ishares Short-term National | ETF-その他 | 0.03% | — | -22.27% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.03% | — | -6.66% | |
| 49 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.03% | — | -17.25% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.03% | — | -17.18% |