CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1943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 | 7.96% | -0.22% | +0.71% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.50% | +1.19% | -0.39% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.38% | +0.06% | -0.33% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.01% | -0.23% | +0.40% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.71% | — | -10.56% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.56% | +0.03% | +0.21% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.38% | +0.08% | -0.39% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.14% | +0.12% | +1.49% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.93% | -0.23% | +0.99% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.84% | -0.18% | +15.90% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.22% | — | +4.14% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.20% | +0.22% | +4.17% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.63% | — | -0.24% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.62% | — | +1.36% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.52% | +0.04% | +3.76% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.30% | — | +31.65% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.18% | -0.02% | -2.23% | |
| 18 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.16% | — | -2.48% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.06% | — | +1.31% | |
| 20 | IDLV | Invesco S&p International De | ETF-その他 | 1.05% | — | +1.39% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.93% | — | +0.44% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.92% | +0.01% | -2.69% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.84% | -0.09% | +12.35% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | +0.04% | +3.49% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.78% | — | -16.78% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | — | +5.00% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.76% | — | -2.63% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | -2.66% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | -0.67% | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.68% | — | -1.61% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | +0.03% | +3.06% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.59% | — | -3.84% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | — | -2.63% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.56% | — | -0.25% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.55% | — | +0.32% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.54% | — | -1.13% | |
| 37 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.53% | — | — | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.49% | +0.02% | +22.59% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.49% | — | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.45% | — | +0.01% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | +0.03% | +4.89% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | +0.02% | +0.49% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.39% | +0.01% | +0.54% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.39% | — | +0.04% | |
| 45 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.38% | — | +0.08% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | +0.12% | +0.13% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.35% | — | -4.14% | |
| 48 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.35% | — | -0.89% | |
| 49 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.34% | — | -0.53% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.33% | — | -3.82% |