CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1919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 | 8.51% | -0.22% | -0.57% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.13% | +0.06% | -0.50% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.53% | +1.19% | +1.30% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.42% | +0.03% | -2.42% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.30% | -0.23% | +5.53% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.70% | +0.08% | +4.19% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.50% | +0.12% | -1.52% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.76% | -0.23% | -1.11% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.34% | — | +5.34% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.12% | +0.22% | +12.22% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.00% | +0.04% | -5.10% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.61% | — | -1.55% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.54% | — | +22.36% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.33% | -0.02% | +34.61% | |
| 15 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.29% | — | -2.45% | |
| 16 | IDLV | Invesco S&p International De | ETF-その他 | 1.15% | — | +0.54% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.14% | — | -2.27% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.05% | — | -2.19% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.98% | — | +1.13% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | -0.09% | +10.36% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | — | +3.72% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.89% | — | +1.50% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.88% | — | -2.72% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.83% | — | -0.35% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | — | +9.61% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | — | +1.76% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.79% | — | +3.46% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | +0.04% | +35.49% | |
| 29 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.71% | — | -3.35% | |
| 30 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.65% | — | +0.43% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.63% | — | -0.16% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.63% | — | +1.15% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | +0.03% | -6.34% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.57% | — | -2.21% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.52% | — | +14.29% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.52% | +0.02% | +14.60% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +14.59% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | +0.02% | +2.28% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | +0.03% | +7.43% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.49% | +0.12% | +2.68% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.48% | +0.01% | +0.22% | |
| 42 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.46% | — | +0.62% | |
| 43 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.45% | — | +0.60% | |
| 44 | DMB | Bny Mellon Muni Bnd Infra | 株式-その他 | 0.43% | — | +0.55% | |
| 45 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.43% | — | +0.61% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | +15.43% | |
| 47 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.42% | — | -1.95% | |
| 48 | VKQ | Invesco Municipal Trust | 株式-その他 | 0.42% | — | +0.63% | |
| 49 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.42% | — | +0.59% | |
| 50 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.41% | — | +21.39% |