CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全839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 | DFAX | Dimensional World Ex US Core | ETF-その他 | 9.23% | -0.22% | — | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.12% | +0.06% | -3.18% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.44% | +1.19% | +4.85% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.53% | +0.03% | -0.74% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.50% | -0.23% | +47.91% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.69% | +0.12% | +12.06% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.59% | +0.08% | +79.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.77% | -0.23% | +1.48% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.06% | +0.04% | +981.28% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.93% | — | +138.09% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.85% | +0.22% | +128.34% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.58% | — | -0.29% | |
| 13 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.30% | — | -1.45% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | — | +643.10% | |
| 15 | IDLV | Invesco S&p International De | ETF-その他 | 1.19% | — | -2.77% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.17% | — | +301.16% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.17% | — | +1.79% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.06% | — | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.06% | -0.02% | +32.02% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.02% | — | -3.54% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.96% | -0.09% | +319.70% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.95% | — | -18.13% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.89% | — | -5.50% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.84% | — | -3.61% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +9.74% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | — | +371.23% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.75% | — | -13.90% | |
| 28 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.73% | — | -14.30% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.69% | — | -8.89% | |
| 30 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.68% | — | +0.40% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.63% | — | -5.12% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | +0.03% | +1063.31% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.59% | — | -13.06% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.53% | +0.04% | +2070.38% | |
| 35 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.52% | — | — | |
| 36 | DMB | Bny Mellon Muni Bnd Infra | 株式-その他 | 0.51% | — | +0.54% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | +0.02% | +198.87% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | +0.02% | -4.44% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | +0.03% | +206.27% | |
| 40 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.49% | — | +0.60% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.48% | +0.01% | +370606.25% | |
| 42 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.47% | — | -11.90% | |
| 43 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.47% | — | +0.57% | |
| 44 | VKQ | Invesco Municipal Trust | 株式-その他 | 0.46% | — | +0.61% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.45% | — | +136.94% | |
| 46 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.45% | — | +0.59% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | — | +159.81% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | +0.12% | — | |
| 49 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.44% | — | +0.56% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | +255.83% |