CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1945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 | 8.90% | -0.22% | +9.39% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.10% | +1.19% | +13.99% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.74% | +0.06% | -0.50% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.13% | +0.03% | -0.06% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.71% | -0.23% | -5.35% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.56% | +0.08% | +1.34% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.27% | +0.12% | -0.97% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.22% | -0.23% | -1.12% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.53% | — | +155.16% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.33% | — | +1.25% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.13% | +0.22% | +5.90% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.69% | +0.04% | -7.11% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.63% | — | +6.20% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.55% | — | -1.86% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.27% | -0.02% | +1.86% | |
| 16 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.19% | — | -3.82% | |
| 17 | IDLV | Invesco S&p International De | ETF-その他 | 1.12% | — | -0.43% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.02% | — | -6.05% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.01% | +0.01% | +355.89% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | — | +6.25% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.87% | — | -9.35% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.83% | — | -1.17% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | +0.04% | +19.99% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.81% | -0.09% | -10.52% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | -6.36% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | — | -1.09% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.74% | — | -11.59% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | -1.99% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.72% | -0.18% | +15719.42% | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.69% | — | -7.06% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | +0.03% | +19.28% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.65% | — | +78.85% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.60% | — | +2.37% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.58% | — | +96.05% | |
| 35 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.55% | — | +0.44% | |
| 36 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.53% | — | -6.59% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | -0.39% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.49% | — | +0.00% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | +0.02% | +0.94% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | +0.03% | -0.57% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.42% | — | +26.36% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | +0.12% | -5.22% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.41% | +0.01% | -4.90% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.41% | +0.02% | -14.77% | |
| 45 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.41% | — | +0.01% | |
| 46 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.40% | — | +0.64% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | -0.43% | |
| 48 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.38% | — | -2.56% | |
| 49 | DMB | Bny Mellon Muni Bnd Infra | 株式-その他 | 0.38% | — | +0.60% | |
| 50 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.37% | — | +0.62% |