CIK: 0001568068
申告総資産額
$20.1億
上位200銘柄を表示中（全1889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 | 8.80% | +1.19% | +8.59% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 7.10% | -0.22% | -1.39% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.39% | +0.06% | -2.50% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.98% | +0.03% | -1.51% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.89% | -0.23% | +5.64% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.24% | +0.22% | +7.78% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.80% | -0.23% | -1.68% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.70% | +0.08% | +0.39% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.29% | — | +1.08% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.26% | -0.18% | +2.79% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.22% | +0.12% | +0.06% | |
| 12 | DFAI | Dimensional International Co | ETF-その他 | 2.21% | -0.01% | +0.09% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.87% | +0.04% | -2.69% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.83% | -0.02% | -0.82% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.74% | -0.09% | +3.95% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.54% | — | +6.58% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.41% | — | -0.78% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.27% | +0.12% | -0.11% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.26% | +0.02% | -0.31% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.23% | +0.05% | +3.25% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.10% | — | +2.13% | |
| 22 | DFIC | Dimensional International Co | ETF-その他 | 1.00% | +0.26% | +14.50% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.93% | — | +2.44% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.90% | +0.04% | +2.00% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.88% | +0.02% | -0.07% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | — | +5.48% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.76% | — | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | -0.01% | -2.03% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | +0.03% | +0.31% | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.72% | — | +22.78% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.67% | — | -2.67% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.67% | — | -0.06% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | -0.54% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.54% | — | -2.47% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.53% | +0.01% | -0.66% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | +0.04% | -4.66% | |
| 37 | SUB | Ishares Short-term National | ETF-その他 | 0.51% | -0.11% | +1.36% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | — | -6.11% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.48% | +0.01% | -5.77% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.48% | — | -0.66% | |
| 41 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.47% | +0.15% | +11.92% | |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.45% | +0.06% | -0.33% | |
| 43 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.45% | — | -3.66% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | -7.54% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -0.33% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.42% | — | -0.19% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.41% | — | -1.06% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | +0.04% | +1.01% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.39% | — | -0.65% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | +0.03% | +0.05% |