CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1984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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.64% | +1.19% | +2.66% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 7.59% | -0.22% | -0.42% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.60% | +0.06% | -0.89% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.25% | +0.03% | -1.03% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.32% | -0.23% | +1.59% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.65% | — | -0.11% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.10% | +0.08% | -0.46% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.87% | -0.23% | -1.43% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.74% | +0.22% | +2.19% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.53% | -0.18% | +9.56% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.50% | +0.04% | -0.69% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.42% | +0.12% | -2.07% | |
| 13 | DFAI | Dimensional International Co | ETF-その他 | 2.26% | -0.01% | -0.52% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.12% | — | -1.59% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.92% | — | -1.29% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.64% | -0.09% | +0.15% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.39% | -0.02% | -13.47% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.34% | +0.12% | -0.52% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.32% | — | +3.31% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.23% | +0.04% | +28.27% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.18% | — | -0.26% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.16% | — | +21.23% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.95% | +0.05% | +2.77% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.92% | +0.02% | -1.48% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.89% | — | -3.16% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.87% | — | -3.68% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.79% | — | -12.54% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | +0.03% | +0.16% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.73% | +0.01% | -3.21% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.69% | — | +0.31% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | -14.00% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | +0.02% | +0.88% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.62% | +0.01% | +1.19% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.59% | — | -5.42% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | — | +8.72% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.56% | — | -3.29% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | +0.55% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.53% | -0.11% | +19.71% | |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.49% | +0.06% | +5.24% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.48% | — | -4.01% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.46% | — | +0.30% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.40% | — | -1.07% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | -3.58% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.39% | +0.12% | +1.16% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.38% | — | +3.77% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | +0.03% | -0.37% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.37% | — | -3.88% | |
| 48 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.34% | — | -6.99% | |
| 49 | DWM | Wisdomtree International Equ | ETF-その他 | 0.34% | — | -0.03% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.31% | +0.05% | +1.61% |