CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1994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 | 8.02% | -0.22% | -1.84% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.21% | +1.19% | +6.60% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.24% | +0.06% | -0.27% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.17% | +0.03% | +10.66% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.30% | -0.23% | +12.52% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.95% | — | +2.98% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.36% | +0.08% | +0.88% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.84% | +0.12% | -2.48% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.78% | -0.23% | -6.84% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.58% | +0.22% | -5.31% | |
| 11 | DFAI | Dimensional International Co | ETF-その他 | 2.37% | -0.01% | +45.07% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.29% | -0.18% | -5.05% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.18% | — | -6.92% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.93% | +0.04% | +14.83% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.84% | — | +13.62% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.66% | -0.02% | +30.04% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.62% | -0.09% | +20.53% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.38% | +0.12% | -3.42% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.38% | — | +29.85% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.27% | — | -14.15% | |
| 21 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.19% | — | -7.07% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.91% | +0.03% | -2.32% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.90% | +0.02% | +19.35% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.89% | — | +0.08% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | +0.04% | -3.26% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.84% | +0.05% | +0.70% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.82% | — | +12.57% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.79% | +0.01% | -0.26% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | — | +11.49% | |
| 30 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.78% | — | -11.99% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.77% | — | +29.58% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.67% | — | +2.27% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.67% | — | -3.32% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | +0.02% | +0.03% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.59% | — | +0.21% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | — | -1.50% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.54% | — | -4.33% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.51% | — | +1.40% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.49% | +0.01% | +19.40% | |
| 40 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.48% | — | -0.24% | |
| 41 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.44% | — | -1.20% | |
| 42 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.43% | — | -15.45% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.42% | — | -5.36% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.39% | -0.11% | -1.33% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.39% | +0.06% | +20.36% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | — | -1.73% | |
| 47 | DWM | Wisdomtree International Equ | ETF-その他 | 0.37% | — | -3.27% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.36% | — | +3.25% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | +0.03% | +2.79% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.34% | — | +9.69% |