CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1944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 | 8.15% | -0.22% | +0.34% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.24% | +1.19% | -1.35% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.02% | +0.06% | -1.24% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.75% | -0.23% | +5.60% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.34% | — | +0.35% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.31% | +0.03% | -0.66% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.35% | +0.08% | +0.62% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.04% | +0.12% | -0.09% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.02% | -0.23% | +0.18% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.34% | -0.18% | -10.15% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.28% | +0.22% | +8.35% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.75% | — | -6.15% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.69% | — | +134.21% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.59% | — | -0.10% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.47% | — | -10.06% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.35% | +0.12% | +567.86% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.30% | — | +11.92% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.29% | -0.02% | +6.26% | |
| 19 | DFAI | Dimensional International Co | ETF-その他 | 1.27% | -0.01% | +342.03% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.22% | +0.04% | -11.83% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.21% | — | +27.64% | |
| 22 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.11% | — | -3.81% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | -0.09% | +24.63% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.94% | -0.11% | +433.90% | |
| 25 | IDLV | Invesco S&p International De | ETF-その他 | 0.90% | — | -12.01% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | +0.04% | +11.42% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.82% | +0.01% | -9.45% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.80% | — | -9.55% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.77% | — | +16.49% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.74% | — | -3.67% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.73% | — | -5.49% | |
| 32 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.68% | — | -0.36% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.68% | +0.02% | +42.90% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | — | -13.08% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.62% | — | +9.79% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | +0.02% | +52.13% | |
| 37 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.58% | +0.05% | +1217.14% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | +0.03% | -0.69% | |
| 39 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.55% | — | -0.59% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.53% | — | +1.06% | |
| 41 | REET | Ishares Global Reit ETF | ETF-その他 | 0.53% | — | +133.70% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +2.53% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | -10.61% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.47% | — | -7.35% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | — | -8.21% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.43% | — | +0.01% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.37% | — | -0.27% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.37% | — | +6.11% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.36% | +0.01% | -5.80% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | +0.03% | -15.84% |