CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1969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 | 8.37% | -0.22% | -0.62% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.73% | +1.19% | -1.44% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.24% | +0.06% | -0.64% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.64% | +0.03% | -1.44% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.03% | — | -2.58% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.02% | -0.23% | -15.78% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.33% | +0.08% | +1.51% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.25% | -0.23% | +0.88% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.82% | +0.12% | -3.41% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.72% | +0.22% | +6.46% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.53% | -0.18% | +2.94% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.31% | — | +7.42% | |
| 13 | DFAI | Dimensional International Co | ETF-その他 | 1.66% | -0.01% | +20.68% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.64% | +0.04% | +7.49% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.59% | — | +2.86% | |
| 16 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.53% | — | -3.50% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.49% | +0.12% | +1.92% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.36% | -0.09% | +12.35% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.34% | — | -1.97% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.29% | -0.02% | +2.97% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.12% | — | -1.73% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | +0.03% | +0.28% | |
| 23 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.91% | — | -2.55% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | +0.04% | -2.04% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.88% | — | +0.09% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.83% | +0.05% | +7.97% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.80% | — | +120.99% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.79% | +0.02% | +3.73% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.76% | +0.01% | -1.01% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | -0.14% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.70% | — | -1.74% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.67% | — | +0.01% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.65% | — | -51.73% | |
| 34 | IDLV | Invesco S&p International De | ETF-その他 | 0.63% | — | -25.31% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | +0.02% | -1.90% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.60% | — | -0.33% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.59% | — | -4.90% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.55% | — | -0.41% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.50% | — | -1.30% | |
| 40 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.50% | — | -4.37% | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.49% | — | -0.52% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.47% | — | -1.36% | |
| 43 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.44% | — | -3.83% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.43% | -0.11% | -7.30% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.42% | +0.01% | +3.90% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | — | -18.63% | |
| 47 | DWM | Wisdomtree International Equ | ETF-その他 | 0.39% | — | +29.21% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | -0.10% | +0.36% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.35% | — | -0.62% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | +0.03% | -2.66% |