CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1918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 | 8.31% | +1.19% | +7.96% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 6.99% | -0.22% | +0.52% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.82% | +0.06% | -0.85% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.26% | +0.03% | -0.09% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.73% | -0.23% | +8.07% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.17% | +0.22% | +8.70% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.01% | -0.23% | +1.85% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.64% | +0.08% | +2.21% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.30% | — | +1.64% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.24% | -0.18% | +2.35% | |
| 11 | DFAI | Dimensional International Co | ETF-その他 | 2.17% | -0.01% | +1.16% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.16% | +0.12% | +5.64% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.15% | +0.04% | -8.00% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.81% | -0.02% | +4.66% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.67% | -0.09% | +0.91% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.53% | — | -12.91% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.47% | — | -3.73% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.24% | +0.05% | +2.86% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.23% | +0.12% | +0.76% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.23% | +0.02% | +0.39% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.09% | — | +0.04% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | +0.04% | -5.89% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | +0.02% | -2.25% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.92% | — | +0.63% | |
| 25 | DFIC | Dimensional International Co | ETF-その他 | 0.85% | +0.26% | +91.23% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | — | +3.92% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.81% | — | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | -0.01% | +0.29% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | +0.03% | -9.54% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.72% | — | +4.44% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.72% | — | -12.40% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.66% | — | -0.25% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | +1.55% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | +0.04% | +12.12% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.59% | — | +64.04% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.53% | — | +2.64% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.52% | +0.01% | -0.68% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.51% | -0.11% | -0.09% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.49% | +0.01% | -8.21% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.47% | — | +0.34% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.46% | — | -2.82% | |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.45% | +0.06% | +0.08% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.44% | — | +0.21% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | +0.04% | -1.51% | |
| 45 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.41% | — | -1.01% | |
| 46 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.41% | +0.15% | +74.64% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.40% | — | +1.79% | |
| 48 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.40% | — | -35.16% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | +0.07% | +0.44% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.39% | — | -0.49% |