CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1963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 | 7.01% | +1.19% | +1.74% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 6.84% | -0.22% | -0.09% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.85% | +0.06% | -1.23% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.59% | +0.03% | -2.40% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.83% | -0.23% | +0.06% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.38% | — | +7.25% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.31% | -0.23% | +20.05% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.87% | +0.08% | +2.62% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.73% | -0.18% | +24.65% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.70% | +0.22% | +10.17% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.33% | +0.12% | +3.37% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.21% | +0.04% | +1.21% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.18% | — | +9.92% | |
| 14 | DFAI | Dimensional International Co | ETF-その他 | 2.14% | -0.01% | +4.37% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.76% | — | -0.34% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.60% | -0.02% | +27.57% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.60% | -0.09% | +7.16% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.25% | +0.12% | +4.10% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.23% | — | +5.92% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.13% | +0.04% | +4.52% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.09% | +0.02% | +29.98% | |
| 22 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.02% | — | -0.48% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | +0.02% | +58.61% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.90% | +0.05% | +5.60% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | -0.01% | +1220.42% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.88% | — | -10.56% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.81% | — | -0.31% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.80% | — | -0.60% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | +0.03% | +7.55% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | +17.94% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.67% | +0.01% | -3.02% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.63% | — | -7.93% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | — | -3.99% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.59% | — | +93.86% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.57% | +0.01% | +2.16% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.53% | — | -2.23% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.51% | — | +0.43% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.50% | — | -0.60% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | -4.29% | |
| 40 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.48% | +0.06% | +6.54% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.43% | — | -0.28% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.42% | — | -0.76% | |
| 43 | SUB | Ishares Short-term National | ETF-その他 | 0.42% | -0.11% | -7.79% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | +0.03% | +14.30% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | +0.07% | +290.59% | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.36% | — | -1.34% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.36% | — | -2.37% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.35% | — | +0.91% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.34% | +0.12% | +4.80% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | +0.04% | +93.67% |