CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全2005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 | 7.68% | -0.22% | -1.64% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.42% | +1.19% | +0.83% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.49% | +0.06% | +1.27% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.17% | +0.03% | -2.56% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.32% | -0.23% | +9.19% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.71% | — | +1.24% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.25% | +0.08% | +372.13% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.03% | -0.23% | -0.90% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | +0.22% | -2.40% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.58% | +0.12% | -4.86% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.34% | -0.18% | +10.41% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.34% | +0.04% | +16.73% | |
| 13 | DFAI | Dimensional International Co | ETF-その他 | 2.33% | -0.01% | -0.58% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.01% | — | +8.66% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.76% | — | -2.77% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.68% | -0.09% | +5.56% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.64% | -0.02% | +0.70% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 1.29% | — | +1.70% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.29% | +0.12% | -2.37% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.21% | — | +3.12% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.96% | — | +25.80% | |
| 22 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.92% | — | -21.18% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.91% | +0.02% | +5.85% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.91% | +0.05% | +5.85% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.91% | — | +26.61% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.90% | — | -0.94% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | +0.04% | -1.90% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.81% | +0.01% | +9.69% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | +0.03% | -19.19% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | -0.06% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.71% | — | +4.82% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.64% | +0.01% | +21.71% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | +0.02% | -1.11% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.64% | — | -2.73% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.61% | — | +0.05% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.56% | — | -2.65% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | — | -1.85% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.47% | +0.06% | +24.84% | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.47% | — | -2.52% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.47% | — | -17.56% | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.45% | -0.11% | +22.49% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.42% | — | -3.62% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | +0.03% | +15.37% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.39% | — | -1.05% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.38% | — | +34.13% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | — | — | |
| 47 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.38% | — | -2.64% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.37% | — | -3.57% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | +0.12% | +4.59% | |
| 50 | DWM | Wisdomtree International Equ | ETF-その他 | 0.34% | — | -3.66% |